CX Institutional’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
Q2 | $20K | Sell |
572
-11
| -2% | -$379 | ﹤0.01% | 1176 |
|
|
2026
Q1 | $20K | Sell |
583
-35
| -6% | -$1.19K | ﹤0.01% | 1132 |
|
|
2025
Q4 | $20K | Sell |
618
-2
| -0.3% | -$67 | ﹤0.01% | 1105 |
|
|
2025
Q3 | $21K | Sell |
620
-1
| -0.2% | -$33 | ﹤0.01% | 1091 |
|
|
2025
Q2 | $20K | Sell |
621
-12
| -2% | -$382 | ﹤0.01% | 962 |
|
|
2025
Q1 | $20K | Buy |
+633
| New | +$20.2K | ﹤0.01% | 940 |
|
|
2022
Q4 | – | Sell |
-8,574
| Closed | -$242K | – | 529 |
|
|
2022
Q3 | $242K | Buy |
8,574
+1,375
| +19% | +$42.5K | 0.02% | 419 |
|
|
2022
Q2 | $221K | Sell |
7,199
-18
| -0.2% | -$583 | 0.02% | 418 |
|
|
2022
Q1 | $246K | Buy |
7,217
+512
| +8% | +$17.6K | 0.02% | 334 |
|
|
2021
Q4 | $237K | Sell |
6,705
-227
| -3% | -$8.07K | 0.02% | 307 |
|
|
2021
Q3 | $243K | Sell |
6,932
-117
| -2% | -$4.17K | 0.02% | 337 |
|
|
2021
Q2 | $251K | Buy |
7,049
+56
| +0.8% | +$1.99K | 0.02% | 315 |
|
|
2021
Q1 | $242K | Sell |
6,993
-10,246
| -59% | -$352K | 0.02% | 286 |
|
|
2020
Q4 | $584K | Sell |
17,239
-1,687
| -9% | -$55.2K | 0.06% | 227 |
|
|
2020
Q3 | $588K | Buy |
18,926
+1,859
| +11% | +$58.2K | 0.06% | 197 |
|
|
2020
Q2 | $518K | Buy |
17,067
+1,628
| +11% | +$48.1K | 0.07% | 193 |
|
|
2020
Q1 | $425K | Buy |
15,439
+5,223
| +51% | +$170K | 0.07% | 186 |
|
|
2019
Q4 | $350K | Sell |
10,216
-58
| -0.6% | -$1.97K | 0.06% | 167 |
|
|
2019
Q3 | $347K | Buy |
10,274
+359
| +4% | +$12K | 0.06% | 184 |
|
|
2019
Q2 | $330K | Buy |
9,915
+4,835
| +95% | +$160K | 0.05% | 185 |
|
|
2019
Q1 | $167K | Buy |
5,080
+3,739
| +279% | +$120K | 0.03% | 225 |
|
|
2018
Q4 | $41K | Sell |
1,341
-1,501
| -53% | -$47.7K | 0.01% | 277 |
|
|
2018
Q3 | $92K | Buy |
2,842
+1,902
| +202% | +$62.4K | 0.03% | 151 |
|
|
2018
Q2 | $30K | Buy |
+940
| New | +$30.8K | 0.01% | 181 |
|
Other funds holding INKM
CX Institutional's INKM Position: Q2 2026 in Review
CX Institutional reduced its State Street Income Allocation ETF (INKM) stake by 1.9% in Q2 2026, selling an estimated $379 and leaving 572 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.
CX Institutional first reported a position in INKM in Q2 2018 and has held it in 24 quarters since. The position peaked at $588K in Q3 2020. 4 funds tracked by Wall St. Rank hold INKM as of Q2 2026.
- CX Institutional held 572 shares of State Street Income Allocation ETF worth $20K as of Q2 2026.
- CX Institutional sold 11 State Street Income Allocation ETF shares in Q2 2026, an estimated $379.
- State Street Income Allocation ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1176 holding.
- CX Institutional first reported a position in State Street Income Allocation ETF in Q2 2018 and has held it in 24 quarters since.
- CX Institutional's State Street Income Allocation ETF position peaked at $588K in Q3 2020.
- 4 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.