Citadel Advisors
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Citadel Advisors’s State Street Income Allocation ETF INKM Stock Holding History

Citadel Advisors’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,901
Closed -$295K – 13331
2025
Q3 		$295K Buy
8,901
+650
+8% +$21.4K ﹤0.01% 10408
2025
Q2 		$267K Buy
8,251
+672
+9% +$21.4K ﹤0.01% 10073
2025
Q1 		$241K Buy
+7,579
New +$241K ﹤0.01% 10069
2024
Q2 		– Sell
-9,205
Closed -$287K – 14819
2024
Q1 		$287K Buy
+9,205
New +$284K ﹤0.01% 9540
2023
Q2 		– Sell
-10,173
Closed -$309K – 14770
2023
Q1 		$309K Buy
+10,173
New +$310K ﹤0.01% 9327
2022
Q3 		– Sell
-7,312
Closed -$225K – 13084
2022
Q2 		$225K Buy
+7,312
New +$237K ﹤0.01% 10453
2022
Q1 		– Sell
-5,757
Closed -$204K – 14068
2021
Q4 		$204K Buy
+5,757
New +$205K ﹤0.01% 11803
2021
Q1 		– Sell
-7,715
Closed -$261K – 13445
2020
Q4 		$261K Sell
7,715
-51
-0.7% -$1.67K ﹤0.01% 9310
2020
Q3 		$241K Buy
+7,766
New +$243K ﹤0.01% 8505
2019
Q2 		– Sell
-13,731
Closed -$450K – 9499
2019
Q1 		$450K Buy
+13,731
New +$442K ﹤0.01% 6966
2017
Q2 		– Sell
-21,245
Closed -$671K – 7751
2017
Q1 		$671K Sell
21,245
-8,167
-28% -$255K ﹤0.01% 4566
2016
Q4 		$896K Buy
+29,412
New +$905K ﹤0.01% 4011
2016
Q3 		– Sell
-20,513
Closed -$640K – 7455
2016
Q2 		$640K Sell
20,513
-6,026
-23% -$185K ﹤0.01% 4156
2016
Q1 		$805K Buy
+26,539
New +$776K ﹤0.01% 3741
2015
Q4 		– Sell
-12,656
Closed -$374K – 8924
2015
Q3 		$374K Buy
12,656
+2,494
+25% +$76.7K ﹤0.01% 5233
2015
Q2 		$317K Buy
10,162
+404
+4% +$13.1K ﹤0.01% 5668
2015
Q1 		$317K Buy
+9,758
New +$318K ﹤0.01% 5575

Other funds holding INKM

Manske Wealth Management
Manske Wealth Management Houston, Texas $427M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rossmore Private Capital
Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors's INKM Position: Q4 2025 in Review

Citadel Advisors sold out of State Street Income Allocation ETF (INKM) in Q4 2025, closing a stake of 8,901 shares — an estimated $295K sold.

Citadel Advisors first reported a position in INKM in Q1 2015 and held it in 17 quarters. The position peaked at $896K in Q4 2016. 21 funds tracked by Wall St. Rank hold INKM as of Q4 2025.

  • Citadel Advisors reported no remaining State Street Income Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 8,901 State Street Income Allocation ETF shares in Q4 2025, an estimated $295K.
  • Citadel Advisors first reported a position in State Street Income Allocation ETF in Q1 2015 and held it in 17 quarters.
  • Citadel Advisors's State Street Income Allocation ETF position peaked at $896K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.