Cambridge Investment Research Advisors’s State Street Income Allocation ETF INKM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Sell |
34,505
-9,252
| -21% | -$315K | ﹤0.01% | 2039 |
|
|
2025
Q4 | $1.44M | Sell |
43,757
-23,572
| -35% | -$784K | ﹤0.01% | 1808 |
|
|
2025
Q3 | $2.23M | Buy |
67,329
+1,489
| +2% | +$48.9K | 0.01% | 1421 |
|
|
2025
Q2 | $2.13M | Buy |
65,840
+109
| +0.2% | +$3.47K | 0.01% | 1385 |
|
|
2025
Q1 | $2.09M | Buy |
65,731
+5,707
| +10% | +$182K | 0.01% | 1304 |
|
|
2024
Q4 | $1.88M | Buy |
60,024
+1,358
| +2% | +$43.9K | 0.01% | 1400 |
|
|
2024
Q3 | $1.92M | Buy |
58,666
+1,357
| +2% | +$43.4K | 0.01% | 1378 |
|
|
2024
Q2 | $1.76M | Buy |
57,309
+8,543
| +18% | +$264K | 0.01% | 1367 |
|
|
2024
Q1 | $1.52M | Buy |
48,766
+32,170
| +194% | +$991K | 0.01% | 1444 |
|
|
2023
Q4 | $515K | Sell |
16,596
-497
| -3% | -$14.6K | ﹤0.01% | 2154 |
|
|
2023
Q3 | $492K | Sell |
17,093
-240
| -1% | -$7.22K | ﹤0.01% | 2095 |
|
|
2023
Q2 | $525K | Sell |
17,333
-1,400
| -7% | -$42.3K | ﹤0.01% | 2100 |
|
|
2023
Q1 | $568K | Buy |
18,733
+960
| +5% | +$29.3K | ﹤0.01% | 1997 |
|
|
2022
Q4 | $524K | Sell |
17,773
-1,833
| -9% | -$54K | ﹤0.01% | 1976 |
|
|
2022
Q3 | $553K | Sell |
19,606
-8,022
| -29% | -$248K | ﹤0.01% | 1870 |
|
|
2022
Q2 | $850K | Buy |
27,628
+7,718
| +39% | +$250K | ﹤0.01% | 1582 |
|
|
2022
Q1 | $679K | Sell |
19,910
-2,261
| -10% | -$77.8K | ﹤0.01% | 1864 |
|
|
2021
Q4 | $785K | Sell |
22,171
-1,471
| -6% | -$52.3K | ﹤0.01% | 1751 |
|
|
2021
Q3 | $830K | Buy |
23,642
+225
| +1% | +$8.03K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $834K | Buy |
23,417
+3,210
| +16% | +$114K | ﹤0.01% | 1670 |
|
|
2021
Q1 | $699K | Sell |
20,207
-2,796
| -12% | -$96.2K | ﹤0.01% | 1661 |
|
|
2020
Q4 | $779K | Buy |
23,003
+740
| +3% | +$24.2K | ﹤0.01% | 1470 |
|
|
2020
Q3 | $692K | Buy |
22,263
+7
| +0% | +$219 | ﹤0.01% | 1403 |
|
|
2020
Q2 | $676K | Sell |
22,256
-2,765
| -11% | -$81.7K | 0.01% | 1365 |
|
|
2020
Q1 | $688K | Sell |
25,021
-2,156
| -8% | -$70.3K | 0.01% | 1181 |
|
|
2019
Q4 | $932K | Buy |
27,177
+1,552
| +6% | +$52.8K | 0.01% | 1186 |
|
|
2019
Q3 | $865K | Buy |
25,625
+5,525
| +27% | +$185K | 0.01% | 1151 |
|
|
2019
Q2 | $669K | Buy |
20,100
+2,390
| +13% | +$79K | 0.01% | 1256 |
|
|
2019
Q1 | $581K | Buy |
17,710
+299
| +2% | +$9.62K | 0.01% | 1387 |
|
|
2018
Q4 | $533K | Buy |
+17,411
| New | +$553K | 0.01% | 1280 |
|
Other funds holding INKM
MWM
RPC
AAS
