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SPDR SSGA Income Allocation ETF
INKM

Overview Fund Activity

27 hedge funds and large institutions have $120M invested in SPDR SSGA Income Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$18.5M
2
SS
2
Simplicity Solutions
Minnesota
$18M
3
TC
3
Trilogy Capital
California
$5.9M
4
Wells Fargo
4
Wells Fargo
California
$3.44M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$201K

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
LPL Financial
2
LPL Financial
California
$1.04M
3
ACM
3
AlphaStar Capital Management
North Carolina
$5.69M
4
UCFA
4
United Capital Financial Advisors
Texas
$316K
5
CI
5
CX Institutional
Indiana
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$51.8M 1,529,833 +196 +0%
AWM
2
AE Wealth Management
Kansas
$18.5M 545,654 +545,654 New
SS
3
Simplicity Solutions
Minnesota
$18M 530,385 +530,385 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.01M 177,561 +2,877 +2%
TC
5
Trilogy Capital
California
$5.9M 174,065 +174,065 New
ACM
6
AlphaStar Capital Management
North Carolina
$5.69M 166,520 -8,397 -5%
Wells Fargo
7
Wells Fargo
California
$3.44M 101,652 +59,402 +141%
UBS Group
8
UBS Group
Switzerland
$2.19M 64,630 +5,545 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.15M 33,989 +3,962 +13%
LPL Financial
10
LPL Financial
California
$1.04M 30,564 -9,809 -24%
Morgan Stanley
11
Morgan Stanley
New York
$816K 24,096 +4,008 +20%
DA
12
Detalus Advisors
Missouri
$809K 23,897 -265 -1%
Bank of America
13
Bank of America
North Carolina
$789K 23,298 +699 +3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$779K 23,003 +740 +3%
CI
15
CX Institutional
Indiana
$584K 17,239 -1,687 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$422K 12,486 – –
UCFA
17
United Capital Financial Advisors
Texas
$316K 9,323 -3,472 -27%
RJA
18
Raymond James & Associates
Florida
$311K 9,184 -344 -4%
JPLA
19
Joseph P. Lucia & Associates
New York
$299K 8,825 -575 -6%
RPC
20
Rossmore Private Capital
Connecticut
$285K 8,420 +500 +6%
Citadel Advisors
21
Citadel Advisors
Florida
$261K 7,715 -51 -0.7%
Osaic Holdings
22
Osaic Holdings
Arizona
$215K 6,363 – –
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$201K 5,947 +5,947 New
FGAM
24
Financial Gravity Asset Management
Texas
$112K 3,324 +3,324 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$11K 330 -13 -4%
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