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State Street Income Allocation ETF

24 hedge funds and large institutions have $18.5M invested in State Street Income Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

9% more funds holding

Funds holding: 2224 (+2)

3.32% less ownership

Funds ownership: 29.13%25.81% (-3.3%)

14% less capital invested

Capital invested by funds: $21.4M → $18.5M (-$2.95M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% 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
6
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.45M +$153K +4,789 +5%
MWM
2
Manske Wealth Management
Texas
$2.52M +$174K +5,458 +7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.09M +$182K +5,707 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.79M +$1.79M +56,325 New
Truist Financial
5
Truist Financial
North Carolina
$1.79M +$1.79M +56,140 New
Morgan Stanley
6
Morgan Stanley
New York
$1.29M -$1.22M -38,376 -49%
RL
7
Retireful LLC
Michigan
$1.2M -$351K -11,035 -23%
RPC
8
Rossmore Private Capital
Connecticut
$1.01M -$97.1K -3,050 -9%
Raymond James Financial
9
Raymond James Financial
Florida
$946K +$18.8K +589 +2%
Wells Fargo
10
Wells Fargo
California
$785K -$613K -19,241 -44%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$510K -$28K -879 -5%
ACM
12
AlphaStar Capital Management
North Carolina
$346K
Citadel Advisors
13
Citadel Advisors
Florida
$241K +$241K +7,579 New
JPLA
14
Joseph P. Lucia & Associates
New York
$201K -$3.98K -125 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$172K +$85.2K +2,677 +98%
HI
16
Harbour Investments
Wisconsin
$21.3K
CI
17
CX Institutional
Indiana
$20K +$20.2K +633 New
FFWM
18
Future Financial Wealth Management
Ohio
$19.6K +$159 +5 +0.8%
SS
19
SBI Securities
Japan
$15.5K -$22.4K -704 -59%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$13.8K +$13.9K +436 New
NS
21
NBC Securities
Alabama
$12K +$12.7K +399 New
AWM
22
AE Wealth Management
Kansas
$11.4K
KFI
23
Key Financial Inc
Pennsylvania
$5.5K
ATS
24
Ashton Thomas Securities
New York
$4.29K +$4.3K +135 New
SAM
25
Synergy Asset Management
Washington
-$4.03M -122,890 Closed