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SPDR SSgA Income Allocation ETF (INKM) Institutional Ownership

$32.01
-0.16 (-0.50%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR SSgA Income Allocation ETF (NYSEARCA:INKM)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$4.79M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$34.27K
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INKM Institutional Buying and Selling by Quarter

SPDR SSgA Income Allocation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024AlphaStar Capital Management LLC23,082$708K0.1%-2.8%1.008%
4/24/2024 Win Advisors Inc.41,142$1.28M0.6%N/A1.758%
2/7/2024AlphaStar Capital Management LLC26,563$824K0.1%-1.7%1.130%
2/5/2024 Silver Oak Securities Incorporated101,275$3.14M0.4%N/A4.310%
1/29/2024 Joseph P. Lucia & Associates LLC6,775$210K0.1%N/A0.288%
1/16/2024Raymond James & Associates31,212$969K0.0%+14.2%1.328%
11/4/2023 NBC Securities Inc.973$28K0.0%N/A0.041%
10/24/2023Raymond James & Associates27,335$787K0.0%+17.8%1.163%
8/3/2023AlphaStar Capital Management LLC27,052$820K0.1%-81.5%1.151%
7/25/2023Raymond James & Associates23,214$703K0.0%+14.2%0.988%
5/10/2023Moran Wealth Management LLC119,641$3.63M0.1%+13.0%4.729%
5/3/2023AlphaStar Capital Management LLC145,887$4.33M0.4%+24.2%5.766%
5/3/2023Youngs Advisory Group Inc.18,092$549K0.3%-47.6%0.715%
4/28/2023 Ameritas Advisory Services LLC2,252$68K0.0%N/A0.089%
3/6/2023OLD Mission Capital LLC12,677$374K0.0%N/A0.461%
2/13/2023Moran Wealth Management LLC105,890$3.12M0.1%N/A3.851%
2/8/2023Raymond James & Associates20,615$608K0.0%+16.4%0.750%
2/8/2023Belpointe Asset Management LLC848$25K0.0%N/A0.031%
2/8/2023AlphaStar Capital Management LLC117,463$3.46M0.4%-7.8%4.271%
2/7/2023Commonwealth Equity Services LLC22,283$657K0.0%N/A0.810%
2/7/2023LPL Financial LLC24,495$722K0.0%-17.5%0.891%
1/25/2023Fifth Third Bancorp5,177$153K0.0%N/A0.178%
1/25/2023Youngs Advisory Group Inc.34,517$1.02M0.6%-34.4%1.186%
11/8/2022Rossmore Private Capital33,240$938K0.2%+13.1%1.213%
11/4/2022 CX Institutional8,574$242K0.0%+19.1%0.313%
10/25/2022Raymond James & Associates17,707$500K0.0%+8.8%0.632%
10/21/2022Alphastar Capital Management LLC127,368$3.60M0.4%-6.3%4.549%
10/18/2022Youngs Advisory Group Inc.52,614$1.49M1.0%+4.0%1.913%
8/3/2022Envestnet Asset Management Inc.132,134$4.06M0.0%-5.1%4.276%
7/27/2022Alphastar Capital Management LLC135,878$4.18M0.4%-4.9%4.383%
7/26/2022 Joseph P. Lucia & Associates LLC7,125$219K0.2%-9.2%0.230%
7/19/2022Commonwealth Equity Services LLC17,062$524K0.0%+25.2%0.549%
7/13/2022Youngs Advisory Group Inc.50,584$1.56M1.0%N/A1.626%
5/9/2022 CX Institutional7,217$246K0.0%+7.6%0.229%
5/9/2022Rossmore Private Capital26,525$905K0.1%+37.6%0.842%
5/4/2022Commonwealth Equity Services LLC13,632$465K0.0%-7.3%0.429%
5/4/2022Envestnet Asset Management Inc.139,235$4.75M0.0%-7.7%4.378%
4/28/2022Alphastar Capital Management LLC142,822$4.87M0.4%-6.2%4.491%
4/27/2022 Cliftonlarsonallen Wealth Advisors LLC24,728$844K0.0%N/A0.778%
4/19/2022 Joseph P. Lucia & Associates LLC7,850$268K0.2%-7.1%0.250%
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2/8/2022Raymond James & Associates22,018$780K0.0%+7.5%0.734%
2/7/2022Rossmore Private Capital19,275$683K0.1%+8.4%0.643%
2/4/2022Envestnet Asset Management Inc.150,786$5.34M0.0%-3.1%5.026%
2/4/2022Alphastar Capital Management LLC152,182$5.39M0.4%-25.0%5.073%
1/10/2022 Patriot Financial Group Insurance Agency LLC3,426$121K0.0%-47.9%0.103%
11/24/2021 Patriot Financial Group Insurance Agency LLC6,577$231K0.0%+8.8%0.198%
11/16/2021LPL Financial LLC52,127$1.83M0.0%-15.7%1.580%
11/2/2021Alphastar Capital Management LLC203,031$7.16M0.5%+22.2%6.171%
11/2/2021Raymond James & Associates20,481$719K0.0%+7.1%0.623%
10/29/2021Commonwealth Equity Services LLC14,702$516K0.0%+9.6%0.490%
10/13/2021 Joseph P. Lucia & Associates LLC8,450$297K0.2%-4.2%0.280%
8/17/2021Wells Fargo & Company MN134,779$4.80M0.0%+58.4%3.907%
8/16/2021Royal Bank of Canada39,775$1.42M0.0%+2.5%1.153%
8/16/2021State Street Corp1,479,851$52.73M0.0%-0.6%42.894%
8/13/2021OLD Mission Capital LLC10,278$366K0.0%-52.5%0.298%
8/13/2021LPL Financial LLC61,837$2.20M0.0%+148.1%1.792%
8/13/2021Stifel Financial Corp57,854$2.06M0.0%+1.9%1.677%
8/12/2021Elevation Capital Advisory LLC259,022$9.22M5.2%N/A7.508%
8/11/2021Commonwealth Equity Services LLC13,417$478K0.0%+6.4%0.389%
8/10/2021 Cambridge Investment Research Advisors Inc.23,417$834K0.0%+15.9%0.681%
5/18/2021Morgan Stanley20,093$695K0.0%-16.6%0.609%
5/17/2021Royal Bank of Canada38,800$1.34M0.0%+14.2%1.176%
5/14/2021Stonebridge Capital Advisors LLC1,719$59K0.0%N/A0.052%
5/14/2021Stifel Financial Corp56,752$1.96M0.0%N/A1.715%
5/12/2021UBS Group AG59,744$2.07M0.0%-7.6%1.805%
5/10/2021Rossmore Private Capital17,745$614K0.1%+110.7%0.536%
5/10/2021Kestra Advisory Services LLC7,252$251K0.0%N/A0.219%
5/7/2021 Cambridge Investment Research Advisors Inc.20,207$699K0.0%-12.2%0.610%
5/4/2021Envestnet Asset Management Inc.165,493$5.73M0.0%-6.8%4.811%
4/27/2021AE Wealth Management LLC132,994$4.60M0.0%-75.6%3.866%
4/12/2021 Trilogy Capital Inc.164,931$5.71M0.4%-5.2%4.633%
2/17/2021United Capital Financial Advisers LLC9,323$316K0.0%-27.1%0.267%
2/12/2021LPL Financial LLC30,564$1.04M0.0%-24.3%0.876%
2/10/2021Rossmore Private Capital8,420$285K0.1%+6.3%0.241%
2/9/2021Wells Fargo & Company MN101,652$3.44M0.0%+140.6%2.913%
2/9/2021Sawtooth Solutions LLC530,385$17.96M0.3%N/A15.197%
2/6/2021 Trilogy Capital Inc.174,065$5.90M0.5%N/A4.988%
2/4/2021 Cambridge Investment Research Advisors Inc.23,003$779K0.0%+3.3%0.657%
2/1/2021AE Wealth Management LLC545,654$18.48M0.2%N/A15.590%
1/29/2021 Joseph P. Lucia & Associates LLC8,825$299K0.2%-6.1%0.250%
1/27/2021AlphaStar Capital Management LLC166,520$5.69M1.0%-4.8%4.704%
1/15/2021 Patriot Financial Group Insurance Agency LLC5,947$201K0.1%N/A0.168%
11/18/2020 Detalus Advisors LLC24,162$751K0.5%+2.2%0.765%
11/13/2020Morgan Stanley20,088$624K0.0%-30.1%0.636%
11/10/2020Rossmore Private Capital7,920$246K0.1%N/A0.261%
11/10/2020State Street Corp1,529,637$47.51M0.0%-1.0%50.317%
11/9/2020LPL Financial LLC40,373$1.25M0.0%-8.3%1.328%
11/5/2020Wells Fargo & Company MN42,250$1.31M0.0%-40.1%1.390%
11/4/2020Raymond James & Associates9,528$296K0.0%+3.6%0.313%
(Data available from 1/1/2016 forward)

INKM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of INKM shares?

During the previous two years, 16 institutional investors and hedge funds held shares of SPDR SSgA Income Allocation ETF. The most heavily invested institutionals were Moran Wealth Management LLC ($3.63M), Silver Oak Securities Incorporated ($3.14M), Win Advisors Inc. ($1.28M), Raymond James & Associates ($969K), Rossmore Private Capital ($938K), LPL Financial LLC ($722K), and AlphaStar Capital Management LLC ($708K).Learn more on INKM's institutional investors.

Which institutional investors have been buying SPDR SSgA Income Allocation ETF stock?

Of the 14 institutional investors that purchased SPDR SSgA Income Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moran Wealth Management LLC ($119.64K), Silver Oak Securities Incorporated ($101.28K), Win Advisors Inc. ($41.14K), AlphaStar Capital Management LLC ($28.42K), Commonwealth Equity Services LLC ($22.28K), Raymond James & Associates ($13.80K), and OLD Mission Capital LLC ($12.68K).

How much institutional buying is happening at SPDR SSgA Income Allocation ETF?

Institutional investors have bought a total of 360,493 shares in the last 24 months. This purchase volume represents approximately $10.90M in transactions.

Which SPDR SSgA Income Allocation ETF major shareholders have been selling company stock?

The following institutional investors have sold SPDR SSgA Income Allocation ETF stock in the last 24 months: AlphaStar Capital Management LLC ($129.85K), Youngs Advisory Group Inc. ($34.52K), and LPL Financial LLC ($5.18K).

How much institutional selling is happening at SPDR SSgA Income Allocation ETF?

Institutional investors have sold a total of 169,555 shares in the last 24 months. This volume of shares sold represents approximately $5.11M in transactions.



This page (NYSEARCA:INKM) was last updated on 11/2/2024 by MarketBeat.com Staff
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