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SPDR SSGA Income Allocation ETF

25 hedge funds and large institutions have $14.3M invested in SPDR SSGA Income Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$2.5M 77,465 -31,122 -29%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.13M 65,840 +109 +0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.7M 52,736 -3,589 -6%
Truist Financial
4
Truist Financial
North Carolina
$1.7M 52,548 -3,592 -6%
RL
5
Retireful LLC
Michigan
$1.16M 35,786 -2,150 -6%
RPC
6
Rossmore Private Capital
Connecticut
$1.02M 31,595 -150 -0.5%
Raymond James Financial
7
Raymond James Financial
Florida
$957K 29,610 -129 -0.4%
Wells Fargo
8
Wells Fargo
California
$803K 24,832 +154 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$577K 17,861 -22,702 -56%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$506K 15,664 -366 -2%
ACM
11
AlphaStar Capital Management
North Carolina
$351K 10,874
Citadel Advisors
12
Citadel Advisors
Florida
$267K 8,251 +672 +9%
JPLA
13
Joseph P. Lucia & Associates
New York
$204K 6,320
BI
14
Ballast Inc
Kentucky
$204K 6,320 +6,320 New
Bank of America
15
Bank of America
North Carolina
$57.8K 1,787 +1,787 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$43.1K 1,339 +903 +207%
AAS
17
Ameritas Advisory Services
Nebraska
$28.3K 875 +875 New
FFWM
18
Future Financial Wealth Management
Ohio
$20.3K 628 +10 +2%
CI
19
CX Institutional
Indiana
$20K 621 -12 -2%
SS
20
SBI Securities
Japan
$18.5K 572 +86 +18%
Osaic Holdings
21
Osaic Holdings
Arizona
$14.9K 477 -4,924 -91%
NS
22
NBC Securities
Alabama
$12K 399
AWM
23
AE Wealth Management
Kansas
$11.6K 360
UBS Group
24
UBS Group
Switzerland
$9.47K 293 +293 New
ATS
25
Ashton Thomas Securities
New York
$4.36K 135