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SPDR SSGA Income Allocation ETF
INKM

Overview Fund Activity

20 hedge funds and large institutions have $21.1M invested in SPDR SSGA Income Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$4.03M
2
RL
2
Retireful LLC
Michigan
$1.62M
3
WA
3
Win Advisors
Florida
$1.14M
4
LPL Financial
4
LPL Financial
California
$3.89M
5
RJA
5
Raymond James & Associates
Florida
$805K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$74.7K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Comerica Bank
3
Comerica Bank
Texas
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.74M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$587K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Synergy Asset Management
Washington
$4.03M 122,890 +122,890 New
LPL Financial
2
LPL Financial
California
$3.89M 118,626 +12,824 +12%
Morgan Stanley
3
Morgan Stanley
New York
$3.74M 114,207 -4,109 -3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.92M 58,666 +1,357 +2%
RL
5
Retireful LLC
Michigan
$1.62M 49,538 +49,538 New
WA
6
Win Advisors
Florida
$1.14M 34,717 +34,717 New
RPC
7
Rossmore Private Capital
Connecticut
$1.13M 34,495 – –
RJA
8
Raymond James & Associates
Florida
$805K 24,550 +11,106 +83%
ACM
9
AlphaStar Capital Management
North Carolina
$755K 23,021 -61 -0.3%
Wells Fargo
10
Wells Fargo
California
$693K 21,154 +10,095 +91%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$587K 17,894 -1,993 -10%
AAS
12
Ameritas Advisory Services
Nebraska
$286K 8,737 +8,737 New
JPLA
13
Joseph P. Lucia & Associates
New York
$211K 6,445 +6,445 New
Osaic Holdings
14
Osaic Holdings
Arizona
$102K 3,114 +549 +21%
UBS Group
15
UBS Group
Switzerland
$74.7K 2,280 -43,326 -95%
NS
16
NBC Securities
Alabama
$28K 883 – –
HI
17
Harbour Investments
Wisconsin
$22K 670 – –
GM
18
GeoWealth Management
Illinois
$21.2K 648 +648 New
FFWM
19
Future Financial Wealth Management
Ohio
$19.8K 604 +604 New
KFI
20
Key Financial Inc
Pennsylvania
$5.67K 173 +173 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– – -7,675 Closed
Comerica Bank
22
Comerica Bank
Texas
– – -4,950 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
– – -80 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –