INKM icon

SPDR SSGA Income Allocation ETF
INKM

Overview Fund Activity

29 hedge funds and large institutions have $96.9M invested in SPDR SSGA Income Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Elevation Capital Advisory
Oregon
$9.22M
2
Wells Fargo
2
Wells Fargo
California
$4.8M
3
LPL Financial
3
LPL Financial
California
$2.2M
4
UBS Group
4
UBS Group
Switzerland
$2.56M
5
AP
5
Advisors Preferred
Maryland
$242K

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
AWM
2
AE Wealth Management
Kansas
$3.91M
3
DA
3
Detalus Advisors
Missouri
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$366K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
1
State Street
Massachusetts
$52.7M 1,479,851 -9,498 -0.6%
ECA
2
Elevation Capital Advisory
Oregon
$9.22M 259,022 +259,022 New
ACM
3
AlphaStar Capital Management
North Carolina
$5.92M 166,126 -264 -0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.9M 165,690 +197 +0.1%
Wells Fargo
5
Wells Fargo
California
$4.8M 134,779 +49,704 +58%
AWM
6
AE Wealth Management
Kansas
$3.91M 109,669 -23,325 -18%
UBS Group
7
UBS Group
Switzerland
$2.56M 71,742 +11,998 +20%
LPL Financial
8
LPL Financial
California
$2.2M 61,837 +36,914 +148%
Stifel Financial
9
Stifel Financial
Missouri
$2.06M 57,854 +1,102 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.42M 39,775 +975 +3%
Bank of America
11
Bank of America
North Carolina
$898K 25,206 +1,222 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$834K 23,417 +3,210 +16%
RJA
13
Raymond James & Associates
Florida
$681K 19,119 +5,770 +43%
RPC
14
Rossmore Private Capital
Connecticut
$632K 17,745 – –
Morgan Stanley
15
Morgan Stanley
New York
$589K 16,526 -3,567 -18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$478K 13,417 +809 +6%
OMC
17
Old Mission Capital
Illinois
$366K 10,278 -11,356 -52%
JPLA
18
Joseph P. Lucia & Associates
New York
$314K 8,825 – –
KAS
19
Kestra Advisory Services
Texas
$259K 7,270 +18 +0.2%
CI
20
CX Institutional
Indiana
$251K 7,049 +56 +0.8%
AP
21
Advisors Preferred
Maryland
$242K 6,787 +6,787 New
Osaic Holdings
22
Osaic Holdings
Arizona
$237K 6,653 – –
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$215K 6,043 +57 +1%
FGAM
24
Financial Gravity Asset Management
Texas
$106K 2,985 – –
SCA
25
Stonebridge Capital Advisors
Minnesota
$59K 1,719 – –
1
2