INKM icon

SPDR SSGA Income Allocation ETF
INKM

Overview Fund Activity

25 hedge funds and large institutions have $114M invested in SPDR SSGA Income Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
3
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$19.4M
2
SS
2
Simplicity Solutions
Minnesota
$19M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.45M
4
CI
4
CX Institutional
Indiana
$518K
5
PAG
5
Private Advisor Group
New Jersey
$37K

Top Sellers

1
MF
1
Manchester Financial
California
$0
2
TC
2
Trilogy Capital
California
$6.13M
3
State Street
3
State Street
Massachusetts
$46.9M
4
Bank of America
4
Bank of America
North Carolina
$759K
5
Morgan Stanley
5
Morgan Stanley
New York
$873K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$46.9M 1,544,363 -52,400 -3%
AWM
2
AE Wealth Management
Kansas
$19.4M 637,640 +637,640 New
SS
3
Simplicity Solutions
Minnesota
$19M 626,138 +626,138 New
TC
4
Trilogy Capital
California
$6.13M 197,182 -380,973 -66%
ACM
5
AlphaStar Capital Management
North Carolina
$5.54M 178,494 -10,099 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.45M 179,607 +179,607 New
Wells Fargo
7
Wells Fargo
California
$2.14M 70,483 -11,392 -14%
UBS Group
8
UBS Group
Switzerland
$1.51M 49,800 -5,425 -10%
LPL Financial
9
LPL Financial
California
$1.34M 44,007 -2,008 -4%
Morgan Stanley
10
Morgan Stanley
New York
$873K 28,748 -12,109 -30%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$840K 27,657 +710 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$794K 26,120 +1,066 +4%
Bank of America
13
Bank of America
North Carolina
$759K 25,014 -13,145 -34%
DA
14
Detalus Advisors
Missouri
$718K 23,647 – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$676K 22,256 -2,765 -11%
CI
16
CX Institutional
Indiana
$518K 17,067 +1,628 +11%
UCFA
17
United Capital Financial Advisors
Texas
$453K 14,927 -7,073 -32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$349K 11,496 -1,560 -12%
JPLA
19
Joseph P. Lucia & Associates
New York
$285K 9,400 – –
RJA
20
Raymond James & Associates
Florida
$279K 9,199 -1,364 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$193K 6,363 -380 -6%
PAG
22
Private Advisor Group
New Jersey
$37K 1,231 +1,231 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$15K 500 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$10K 343 -15 -4%
LAS
25
Lloyd Advisory Services
Georgia
$3K 100 +100 New
1
2