Stifel Financial
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Stifel Financial’s State Street Income Allocation ETF INKM Stock Holding History

Stifel Financial’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
2024
Q1 		– Sell
-7,754
Closed -$241K – 3377
2023
Q4 		$241K Buy
7,754
+81
+1% +$2.38K ﹤0.01% 2969
2023
Q3 		$221K Sell
7,673
-869
-10% -$26.1K ﹤0.01% 2940
2023
Q2 		$259K Sell
8,542
-604
-7% -$18.3K ﹤0.01% 2916
2023
Q1 		$277K Sell
9,146
-1,045
-10% -$31.9K ﹤0.01% 2863
2022
Q4 		$301K Sell
10,191
-52,857
-84% -$1.56M ﹤0.01% 2769
2022
Q3 		$1.78M Buy
63,048
+306
+0.5% +$9.46K ﹤0.01% 1562
2022
Q2 		$1.93M Buy
62,742
+10,782
+21% +$349K ﹤0.01% 1518
2022
Q1 		$1.77M Sell
51,960
-3,692
-7% -$127K ﹤0.01% 1705
2021
Q4 		$1.97M Sell
55,652
-3,038
-5% -$108K ﹤0.01% 1625
2021
Q3 		$2.06M Buy
58,690
+836
+1% +$29.8K ﹤0.01% 1556
2021
Q2 		$2.06M Buy
57,854
+1,102
+2% +$39.2K ﹤0.01% 1594
2021
Q1 		$1.96M Buy
+56,752
New +$1.95M ﹤0.01% 1533

Other funds holding INKM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Stifel Financial's INKM Position: Q1 2024 in Review

Stifel Financial sold out of State Street Income Allocation ETF (INKM) in Q1 2024, closing a stake of 7,754 shares — an estimated $241K sold.

Stifel Financial first reported a position in INKM in Q1 2021 and held it in 12 quarters. The position peaked at $2.06M in Q3 2021. 23 funds tracked by Wall St. Rank hold INKM as of Q1 2024.

  • Stifel Financial reported no remaining State Street Income Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 7,754 State Street Income Allocation ETF shares in Q1 2024, an estimated $241K.
  • Stifel Financial first reported a position in State Street Income Allocation ETF in Q1 2021 and held it in 12 quarters.
  • Stifel Financial's State Street Income Allocation ETF position peaked at $2.06M in Q3 2021.
  • 23 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.