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WhitTier Trust Company’s State Street Income Allocation ETF INKM Stock Holding History

WhitTier Trust Company’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
2022
Q4 		– Sell
-250
Closed -$7K – 1197
2022
Q3 		$7K Hold
250
– – ﹤0.01% 952
2022
Q2 		$8K Buy
+250
New +$8.09K ﹤0.01% 951
2013
Q4 		– Sell
-3,100
Closed -$94K – 888
2013
Q3 		$94K Hold
3,100
– – 0.01% 419
2013
Q2 		$93K Buy
+3,100
New +$98.2K 0.01% 416

Other funds holding INKM

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WhitTier Trust Company's INKM Position: Q4 2022 in Review

WhitTier Trust Company sold out of State Street Income Allocation ETF (INKM) in Q4 2022, closing a stake of 250 shares — an estimated $7K sold.

WhitTier Trust Company first reported a position in INKM in Q2 2013 and held it in 4 quarters. The position peaked at $94K in Q3 2013. 21 funds tracked by Wall St. Rank hold INKM as of Q4 2022.

  • WhitTier Trust Company reported no remaining State Street Income Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 250 State Street Income Allocation ETF shares in Q4 2022, an estimated $7K.
  • WhitTier Trust Company first reported a position in State Street Income Allocation ETF in Q2 2013 and held it in 4 quarters.
  • WhitTier Trust Company's State Street Income Allocation ETF position peaked at $94K in Q3 2013.
  • 21 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q4 2022.

Based on WhitTier Trust Company's 13F filing for Q4 2022, filed 25 Jan 2023.