AWM
AE Wealth Management’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
360
| – | – | ﹤0.01% | 1852 |
|
|
2025
Q1 | $11.4K | Hold |
360
| – | – | ﹤0.01% | 1838 |
|
|
2024
Q4 | $11.3K | Buy |
+360
| New | +$11.3K | ﹤0.01% | 1824 |
|
|
2021
Q3 | – | Sell |
-109,669
| Closed | -$3.91M | – | 1646 |
|
|
2021
Q2 | $3.91M | Sell |
109,669
-23,325
| -18% | -$831K | 0.03% | 435 |
|
|
2021
Q1 | $4.6M | Sell |
132,994
-412,660
| -76% | -$14.3M | 0.05% | 333 |
|
|
2020
Q4 | $18.5M | Buy |
+545,654
| New | +$18.5M | 0.21% | 111 |
|
|
2020
Q3 | – | Sell |
-637,640
| Closed | -$19.4M | – | 1304 |
|
|
2020
Q2 | $19.4M | Buy |
+637,640
| New | +$19.4M | 0.3% | 78 |
|
|
2020
Q1 | – | Sell |
-266,314
| Closed | -$9.13M | – | 1187 |
|
|
2019
Q4 | $9.13M | Buy |
266,314
+80,130
| +43% | +$2.75M | 0.2% | 102 |
|
|
2019
Q3 | $6.29M | Buy |
+186,184
| New | +$6.29M | 0.18% | 105 |
|