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SPDR SSGA Income Allocation ETF
INKM

Overview Fund Activity

22 hedge funds and large institutions have $25.7M invested in SPDR SSGA Income Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.29M
2
SOS
2
Silver Oak Securities
Tennessee
$3.14M
3
LPL Financial
3
LPL Financial
California
$3.33M
4
Wells Fargo
4
Wells Fargo
California
$2.3M
5
GM
5
GeoWealth Management
Illinois
$395K

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.12M
3
UBS Group
3
UBS Group
Switzerland
$1.73M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$515K
5
ACM
5
AlphaStar Capital Management
North Carolina
$824K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.29M 234,814 +108,229 +85%
LPL Financial
2
LPL Financial
California
$3.33M 107,399 +68,779 +178%
SOS
3
Silver Oak Securities
Tennessee
$3.14M 101,275 +101,275 New
Wells Fargo
4
Wells Fargo
California
$2.3M 74,101 +59,860 +420%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.12M 68,235 -20,000 -23%
UBS Group
6
UBS Group
Switzerland
$1.73M 55,750 -2,118 -4%
RPC
7
Rossmore Private Capital
Connecticut
$1.11M 35,720 +180 +0.5%
RJA
8
Raymond James & Associates
Florida
$969K 31,212 +3,877 +14%
ACM
9
AlphaStar Capital Management
North Carolina
$824K 26,563 -455 -2%
Comerica Bank
10
Comerica Bank
Texas
$584K 18,820 +10,650 +130%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$515K 16,596 -497 -3%
GM
12
GeoWealth Management
Illinois
$395K 12,731 +12,731 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$293K 9,428 +9,428 New
Stifel Financial
14
Stifel Financial
Missouri
$241K 7,754 +81 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$216K 6,955 +6,955 New
Mariner
16
Mariner
Kansas
$215K 6,925 +6,925 New
JPLA
17
Joseph P. Lucia & Associates
New York
$210K 6,775 +6,775 New
Osaic Holdings
18
Osaic Holdings
Arizona
$134K 4,318 – –
NS
19
NBC Securities
Alabama
$28K 916 -57 -6%
HI
20
Harbour Investments
Wisconsin
$20.8K 670 – –
IPW
21
Impact Partnership Wealth
Georgia
$3.1K 100 – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$993 32 +32 New
State Street
23
State Street
Massachusetts
– – -1,102,677 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –