LPL Financial’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 | $2.5M | Sell |
77,465
-31,122
| -29% | -$1.01M | ﹤0.01% | 2903 |
|
|
2025
Q1 | $3.45M | Buy |
108,587
+4,789
| +5% | +$152K | ﹤0.01% | 2438 |
|
|
2024
Q4 | $3.25M | Sell |
103,798
-14,828
| -12% | -$464K | ﹤0.01% | 2423 |
|
|
2024
Q3 | $3.89M | Buy |
118,626
+12,824
| +12% | +$420K | ﹤0.01% | 2178 |
|
|
2024
Q2 | $3.24M | Buy |
105,802
+97
| +0.1% | +$2.98K | ﹤0.01% | 2179 |
|
|
2024
Q1 | $3.3M | Sell |
105,705
-1,694
| -2% | -$52.9K | ﹤0.01% | 2096 |
|
|
2023
Q4 | $3.33M | Buy |
107,399
+68,779
| +178% | +$2.13M | ﹤0.01% | 1982 |
|
|
2023
Q3 | $1.11M | Buy |
38,620
+5,006
| +15% | +$144K | ﹤0.01% | 2786 |
|
|
2023
Q2 | $1.02M | Buy |
33,614
+210
| +0.6% | +$6.36K | ﹤0.01% | 2797 |
|
|
2023
Q1 | $1.01M | Buy |
33,404
+8,909
| +36% | +$270K | ﹤0.01% | 2736 |
|
|
2022
Q4 | $722K | Sell |
24,495
-5,181
| -17% | -$153K | ﹤0.01% | 2910 |
|
|
2022
Q3 | $838K | Sell |
29,676
-258
| -0.9% | -$7.29K | ﹤0.01% | 2674 |
|
|
2022
Q2 | $920K | Sell |
29,934
-22,709
| -43% | -$698K | ﹤0.01% | 2623 |
|
|
2022
Q1 | $1.8M | Sell |
52,643
-1,192
| -2% | -$40.7K | ﹤0.01% | 2135 |
|
|
2021
Q4 | $1.91M | Buy |
53,835
+1,708
| +3% | +$60.5K | ﹤0.01% | 2122 |
|
|
2021
Q3 | $1.83M | Sell |
52,127
-9,710
| -16% | -$341K | ﹤0.01% | 2116 |
|
|
2021
Q2 | $2.2M | Buy |
61,837
+36,914
| +148% | +$1.32M | ﹤0.01% | 1895 |
|
|
2021
Q1 | $863K | Sell |
24,923
-5,641
| -18% | -$195K | ﹤0.01% | 2518 |
|
|
2020
Q4 | $1.04M | Sell |
30,564
-9,809
| -24% | -$332K | ﹤0.01% | 2147 |
|
|
2020
Q3 | $1.25M | Sell |
40,373
-3,634
| -8% | -$113K | ﹤0.01% | 1752 |
|
|
2020
Q2 | $1.34M | Sell |
44,007
-2,008
| -4% | -$61K | ﹤0.01% | 1603 |
|
|
2020
Q1 | $1.27M | Buy |
46,015
+6,792
| +17% | +$187K | ﹤0.01% | 1461 |
|
|
2019
Q4 | $1.35M | Buy |
+39,223
| New | +$1.35M | ﹤0.01% | 1633 |
|
|
2016
Q1 | – | Sell |
-35,424
| Closed | -$1.04M | – | 3161 |
|
|
2015
Q4 | $1.04M | Buy |
35,424
+18,117
| +105% | +$533K | ﹤0.01% | 1648 |
|
|
2015
Q3 | $521K | Buy |
17,307
+228
| +1% | +$6.86K | ﹤0.01% | 1746 |
|
|
2015
Q2 | $533K | Sell |
17,079
-2,143
| -11% | -$66.9K | ﹤0.01% | 1848 |
|
|
2015
Q1 | $628K | Buy |
+19,222
| New | +$628K | ﹤0.01% | 1691 |
|
|
2014
Q1 | – | Sell |
-10,217
| Closed | -$312K | – | 2686 |
|
|
2013
Q4 | $312K | Sell |
10,217
-1,147
| -10% | -$35K | ﹤0.01% | 2088 |
|
|
2013
Q3 | $348K | Buy |
11,364
+653
| +6% | +$20K | ﹤0.01% | 1903 |
|
|
2013
Q2 | $321K | Buy |
+10,711
| New | +$321K | ﹤0.01% | 1857 |
|