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SPDR SSGA Income Allocation ETF
INKM

Overview Fund Activity

23 hedge funds and large institutions have $15.9M invested in SPDR SSGA Income Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.79M
2
Truist Financial
Truist Financial
North Carolina
+$1.79M
3
Citadel Advisors
Citadel Advisors
Florida
+$241K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$181K
5
LPL Financial
LPL Financial
California
+$152K

Top Sellers

1
SAM
Synergy Asset Management
Washington
-$4.03M
2
Morgan Stanley
Morgan Stanley
New York
-$1.22M
3
WA
Win Advisors
Florida
-$915K
4
Wells Fargo
Wells Fargo
California
-$612K
5
RL
Retireful LLC
Michigan
-$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.45M +$152K +4,789 +5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.09M +$181K +5,707 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.79M +$1.79M +56,325 New
Truist Financial
4
Truist Financial
North Carolina
$1.79M +$1.79M +56,140 New
Morgan Stanley
5
Morgan Stanley
New York
$1.29M -$1.22M -38,376 -49%
RL
6
Retireful LLC
Michigan
$1.2M -$350K -11,035 -23%
RPC
7
Rossmore Private Capital
Connecticut
$1.01M -$97K -3,050 -9%
Raymond James Financial
8
Raymond James Financial
Florida
$946K +$18.7K +589 +2%
Wells Fargo
9
Wells Fargo
California
$785K -$612K -19,241 -44%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$510K -$28K -879 -5%
ACM
11
AlphaStar Capital Management
North Carolina
$346K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$241K +$241K +7,579 New
JPLA
13
Joseph P. Lucia & Associates
New York
$201K -$3.98K -125 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$172K +$85.2K +2,677 +98%
HI
15
Harbour Investments
Wisconsin
$21.3K – – –
CI
16
CX Institutional
Indiana
$20K +$20K +633 New
FFWM
17
Future Financial Wealth Management
Ohio
$19.6K +$159 +5 +0.8%
SS
18
SBI Securities
Japan
$15.5K -$22.4K -704 -59%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$13.8K +$13.8K +436 New
NS
20
NBC Securities
Alabama
$12K +$12K +399 New
AWM
21
AE Wealth Management
Kansas
$11.4K – – –
KFI
22
Key Financial Inc
Pennsylvania
$5.5K – – –
ATS
23
Ashton Thomas Securities
New York
$4.29K +$4.29K +135 New
SAM
24
Synergy Asset Management
Washington
– -$4.03M -122,890 Closed
WA
25
Win Advisors
Florida
– -$915K -29,245 Closed
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