Cliff Asness’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.4M Buy
343,502
+82,335
+32% +$4.28M 0.01% 1225
2026
Q1
$12.9M Sell
261,167
-94,914
-27% -$4.95M 0.01% 1226
2025
Q4
$19.5M Buy
356,081
+228,420
+179% +$12.2M 0.01% 943
2025
Q3
$6.88M Buy
127,661
+62,155
+95% +$3.29M ﹤0.01% 1269
2025
Q2
$3.43M Buy
65,506
+24,960
+62% +$1.24M ﹤0.01% 1479
2025
Q1
$2.02M Buy
40,546
+14,844
+58% +$745K ﹤0.01% 1603
2024
Q4
$1.24M Buy
25,702
+944
+4% +$45.6K ﹤0.01% 1778
2024
Q3
$1.12M Buy
24,758
+1,849
+8% +$80.7K ﹤0.01% 1781
2024
Q2
$942K Buy
22,909
+5,512
+32% +$227K ﹤0.01% 1770
2024
Q1
$733K Buy
17,397
+8,850
+104% +$349K ﹤0.01% 1813
2023
Q4
$321K Buy
8,547
+92
+1% +$3.19K ﹤0.01% 2042
2023
Q3
$280K Buy
8,455
+908
+12% +$31.3K ﹤0.01% 2029
2023
Q2
$254K Buy
+7,547
New +$246K ﹤0.01% 2004

Other funds holding XLF

Cliff Asness's XLF Position: Q2 2026 in Review

Cliff Asness increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 32% in Q2 2026, buying an estimated $4.28M and bringing the position to 343,502 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #1225.

Cliff Asness first reported a position in XLF in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.5M in Q4 2025. 1,888 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Cliff Asness held 343,502 shares of State Street Financial Select Sector SPDR ETF worth $18.4M as of Q2 2026.
  • Cliff Asness bought 82,335 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.28M.
  • State Street Financial Select Sector SPDR ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1225 holding.
  • Cliff Asness first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • Cliff Asness's State Street Financial Select Sector SPDR ETF position peaked at $19.5M in Q4 2025.
  • 1,888 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.