Envestnet Asset Management’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
52,736
-3,589
| -6% | -$116K | ﹤0.01% | 2935 |
|
|
2025
Q1 | $1.79M | Buy |
+56,325
| New | +$1.79M | ﹤0.01% | 2810 |
|
|
2022
Q3 | – | Sell |
-132,134
| Closed | -$4.06M | – | 3968 |
|
|
2022
Q2 | $4.06M | Sell |
132,134
-7,101
| -5% | -$218K | ﹤0.01% | 1641 |
|
|
2022
Q1 | $4.75M | Sell |
139,235
-11,551
| -8% | -$394K | ﹤0.01% | 1636 |
|
|
2021
Q4 | $5.34M | Sell |
150,786
-4,777
| -3% | -$169K | ﹤0.01% | 1570 |
|
|
2021
Q3 | $5.46M | Sell |
155,563
-10,127
| -6% | -$356K | ﹤0.01% | 1488 |
|
|
2021
Q2 | $5.9M | Buy |
165,690
+197
| +0.1% | +$7.02K | ﹤0.01% | 1413 |
|
|
2021
Q1 | $5.73M | Sell |
165,493
-12,068
| -7% | -$418K | ﹤0.01% | 1346 |
|
|
2020
Q4 | $6.01M | Buy |
177,561
+2,877
| +2% | +$97.4K | ﹤0.01% | 1183 |
|
|
2020
Q3 | $5.43M | Sell |
174,684
-4,923
| -3% | -$153K | ﹤0.01% | 1125 |
|
|
2020
Q2 | $5.45M | Buy |
+179,607
| New | +$5.45M | 0.01% | 1083 |
|
|
2018
Q3 | – | Sell |
-7,507
| Closed | -$243K | – | 1911 |
|
|
2018
Q2 | $243K | Buy |
7,507
+41
| +0.5% | +$1.33K | ﹤0.01% | 1584 |
|
|
2018
Q1 | $247K | Sell |
7,466
-4,336
| -37% | -$143K | ﹤0.01% | 1485 |
|
|
2017
Q4 | $397K | Hold |
11,802
| – | – | ﹤0.01% | 1584 |
|
|
2017
Q3 | $390K | Buy |
11,802
+589
| +5% | +$19.5K | ﹤0.01% | 1576 |
|
|
2017
Q2 | $362K | Hold |
11,213
| – | – | ﹤0.01% | 1646 |
|
|
2017
Q1 | $354K | Buy |
11,213
+148
| +1% | +$4.67K | ﹤0.01% | 1683 |
|
|
2016
Q4 | $337K | Sell |
11,065
-669
| -6% | -$20.4K | ﹤0.01% | 1672 |
|
|
2016
Q3 | $372K | Sell |
11,734
-71,262
| -86% | -$2.26M | ﹤0.01% | 1731 |
|
|
2016
Q2 | $2.59M | Buy |
82,996
+2,560
| +3% | +$79.9K | 0.01% | 898 |
|
|
2016
Q1 | $2.44M | Sell |
80,436
-15,783
| -16% | -$479K | 0.01% | 888 |
|
|
2015
Q4 | $2.85M | Sell |
96,219
-107,028
| -53% | -$3.17M | 0.01% | 792 |
|
|
2015
Q3 | $6.01M | Sell |
203,247
-7,026
| -3% | -$208K | 0.03% | 486 |
|
|
2015
Q2 | $6.55M | Buy |
210,273
+97,785
| +87% | +$3.05M | 0.03% | 502 |
|
|
2015
Q1 | $3.66M | Buy |
+112,488
| New | +$3.66M | 0.02% | 697 |
|