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SPDR SSgA Income Allocation ETF (INKM) Institutional Ownership

$33.39 -0.06 (-0.18%)
As of 09/19/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$8.38M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.88M
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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
9/4/2025 Osaic Holdings Inc.3,190$103K0.0%-40.9%0.154%
8/15/2025 Bank of America Corp DE1,787$58K0.0%N/A0.086%
8/1/2025 Envestnet Asset Management Inc.52,736$1.70M0.0%-6.4%2.548%
7/29/2025 Ballast Inc.6,320$204K0.1%N/A0.305%
7/21/2025 Ameritas Advisory Services LLC875$28K0.0%N/A0.042%
7/18/2025 Truist Financial Corp52,548$1.70M0.0%-6.4%2.539%
7/15/2025 Retireful LLC35,786$1.16M0.8%-5.7%1.729%
5/16/2025Jones Financial Companies Lllp48,197$1.53M0.0%N/A2.306%
5/15/2025Royal Bank of Canada16,030$510K0.0%-5.2%0.767%
5/13/2025Rossmore Private Capital31,745$1.01M0.1%-8.8%1.519%
5/7/2025LPL Financial LLC108,587$3.45M0.0%+4.6%5.196%
4/29/2025Envestnet Asset Management Inc.56,325$1.79M0.0%N/A2.470%
4/10/2025Retireful LLC37,936$1.20M1.2%-22.5%1.694%
2/14/2025Jane Street Group LLC10,029$314K0.0%N/A0.438%
2/14/2025Comerica Bank3,376$106K0.0%N/A0.147%
2/13/2025Raymond James Financial Inc.29,150$912K0.0%N/A1.273%
2/13/2025Wells Fargo & Company MN43,919$1.37M0.0%+107.6%1.918%
2/11/2025LPL Financial LLC103,798$3.25M0.0%-12.5%4.533%
2/6/2025Raymond James Financial Inc.29,150$912K0.0%N/A1.273%
2/6/2025SBI Securities Co. Ltd.1,190$37K0.0%N/A0.052%
1/28/2025AlphaStar Capital Management LLC10,874$340K0.0%-52.8%0.475%
1/27/2025Win Advisors Inc.29,245$915K0.4%-15.8%1.277%
1/15/2025Retireful LLC48,971$1.53M0.9%-1.1%2.138%
11/8/2024Retireful LLC49,538$1.62M1.2%N/A2.163%
7/26/2024AlphaStar Capital Management LLC23,082$708K0.1%-2.8%1.008%
4/24/2024Win Advisors Inc.41,142$1.28M0.6%N/A1.758%
2/7/2024AlphaStar Capital Management LLC26,563$824K0.1%-1.7%1.130%
2/5/2024Silver Oak Securities Incorporated101,275$3.14M0.4%N/A4.310%
1/29/2024Joseph P. Lucia & Associates LLC6,775$210K0.1%N/A0.288%
1/16/2024Raymond James & Associates31,212$969K0.0%+14.2%1.328%
11/4/2023NBC 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%
4/28/2023Ameritas 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%
11/4/2022CX 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%
7/26/2022Joseph 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%
5/9/2022CX 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%
4/27/2022Cliftonlarsonallen Wealth Advisors LLC24,728$844K0.0%N/A0.778%
4/19/2022Joseph P. Lucia & Associates LLC7,850$268K0.2%-7.1%0.250%
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%
1/10/2022Patriot Financial Group Insurance Agency LLC3,426$121K0.0%-47.9%0.103%
11/24/2021Patriot 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%
10/13/2021Joseph 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%
8/10/2021Cambridge Investment Research Advisors Inc.23,417$834K0.0%+15.9%0.681%
(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, 22 institutional investors and hedge funds held shares of SPDR SSgA Income Allocation ETF. The most heavily invested institutionals were LPL Financial LLC ($3.45M), Silver Oak Securities Incorporated ($3.14M), Envestnet Asset Management Inc. ($1.70M), Truist Financial Corp ($1.70M), Jones Financial Companies Lllp ($1.53M), Wells Fargo & Company MN ($1.37M), and Retireful LLC ($1.16M).Learn more on SPDR SSgA Income Allocation ETF's institutional investors.

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

Of the 17 institutional investors that purchased SPDR SSgA Income Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silver Oak Securities Incorporated ($101.28K), Raymond James Financial Inc. ($58.30K), Envestnet Asset Management Inc. ($56.33K), Retireful LLC ($49.54K), Jones Financial Companies Lllp ($48.20K), Win Advisors Inc. ($41.14K), and Wells Fargo & Company MN ($22.77K).

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

Institutional investors have bought a total of 263,491 shares in the last 24 months. This purchase volume represents approximately $8.38M in transactions.

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

Of the 9 institutional investors that sold SPDR SSgA Income Allocation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($14.83K), Retireful LLC ($13.75K), AlphaStar Capital Management LLC ($12.15K), Win Advisors Inc. ($5.47K), Truist Financial Corp ($3.59K), Envestnet Asset Management Inc. ($3.59K), and Rossmore Private Capital ($3.05K).

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

Institutional investors have sold a total of 59,520 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions.



This page (NYSEARCA:INKM) was last updated on 9/22/2025 by MarketBeat.com Staff
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