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SPDR SSgA Income Allocation ETF (INKM) Institutional Ownership

$33.17 -0.04 (-0.12%)
As of 08/29/2025 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)
8
Total
Institutional Outflows
(last 12 months)
$1.81M
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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
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%
5/16/2025 Jones Financial Companies Lllp48,197$1.53M0.0%N/A2.306%
5/15/2025 Royal Bank of Canada16,030$510K0.0%-5.2%0.767%
5/13/2025 Rossmore Private Capital31,745$1.01M0.1%-8.8%1.519%
5/7/2025 LPL Financial LLC108,587$3.45M0.0%+4.6%5.196%
4/29/2025 Envestnet Asset Management Inc.56,325$1.79M0.0%N/A2.470%
4/10/2025 Retireful LLC37,936$1.20M1.2%-22.5%1.694%
2/14/2025 Jane Street Group LLC10,029$314K0.0%N/A0.438%
2/14/2025 Comerica Bank3,376$106K0.0%N/A0.147%
2/13/2025 Raymond James Financial Inc.29,150$912K0.0%N/A1.273%
2/13/2025 Wells Fargo & Company MN43,919$1.37M0.0%+107.6%1.918%
2/11/2025 LPL Financial LLC103,798$3.25M0.0%-12.5%4.533%
2/6/2025 Raymond James Financial Inc.29,150$912K0.0%N/A1.273%
2/6/2025 SBI Securities Co. Ltd.1,190$37K0.0%N/A0.052%
1/28/2025 AlphaStar Capital Management LLC10,874$340K0.0%-52.8%0.475%
1/27/2025 Win Advisors Inc.29,245$915K0.4%-15.8%1.277%
1/15/2025 Retireful LLC48,971$1.53M0.9%-1.1%2.138%
11/8/2024 Retireful LLC49,538$1.62M1.2%N/A2.163%
7/26/2024 AlphaStar Capital Management LLC23,082$708K0.1%-2.8%1.008%
4/24/2024 Win Advisors Inc.41,142$1.28M0.6%N/A1.758%
2/7/2024 AlphaStar 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%
8/3/2023 AlphaStar Capital Management LLC27,052$820K0.1%-81.5%1.151%
7/25/2023Raymond James & Associates23,214$703K0.0%+14.2%0.988%
5/10/2023 Moran Wealth Management LLC119,641$3.63M0.1%+13.0%4.729%
5/3/2023 AlphaStar Capital Management LLC145,887$4.33M0.4%+24.2%5.766%
5/3/2023 Youngs Advisory Group Inc.18,092$549K0.3%-47.6%0.715%
4/28/2023 Ameritas Advisory Services LLC2,252$68K0.0%N/A0.089%
3/6/2023 OLD Mission Capital LLC12,677$374K0.0%N/A0.461%
2/13/2023 Moran Wealth Management LLC105,890$3.12M0.1%N/A3.851%
2/8/2023Raymond James & Associates20,615$608K0.0%+16.4%0.750%
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2/8/2023 Belpointe Asset Management LLC848$25K0.0%N/A0.031%
2/8/2023 AlphaStar Capital Management LLC117,463$3.46M0.4%-7.8%4.271%
2/7/2023 Commonwealth Equity Services LLC22,283$657K0.0%N/A0.810%
2/7/2023 LPL Financial LLC24,495$722K0.0%-17.5%0.891%
1/25/2023 Fifth Third Bancorp5,177$153K0.0%N/A0.178%
1/25/2023 Youngs Advisory Group Inc.34,517$1.02M0.6%-34.4%1.186%
11/8/2022 Rossmore 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%
10/21/2022 Alphastar Capital Management LLC127,368$3.60M0.4%-6.3%4.549%
10/18/2022 Youngs Advisory Group Inc.52,614$1.49M1.0%+4.0%1.913%
8/3/2022 Envestnet Asset Management Inc.132,134$4.06M0.0%-5.1%4.276%
7/27/2022 Alphastar 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%
7/19/2022 Commonwealth Equity Services LLC17,062$524K0.0%+25.2%0.549%
7/13/2022 Youngs Advisory Group Inc.50,584$1.56M1.0%N/A1.626%
5/9/2022 CX Institutional7,217$246K0.0%+7.6%0.229%
5/9/2022 Rossmore Private Capital26,525$905K0.1%+37.6%0.842%
5/4/2022 Commonwealth Equity Services LLC13,632$465K0.0%-7.3%0.429%
5/4/2022 Envestnet Asset Management Inc.139,235$4.75M0.0%-7.7%4.378%
4/28/2022 Alphastar 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%
2/8/2022Raymond James & Associates22,018$780K0.0%+7.5%0.734%
2/7/2022 Rossmore Private Capital19,275$683K0.1%+8.4%0.643%
2/4/2022 Envestnet Asset Management Inc.150,786$5.34M0.0%-3.1%5.026%
2/4/2022 Alphastar 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%
11/16/2021 LPL Financial LLC52,127$1.83M0.0%-15.7%1.580%
11/2/2021 Alphastar Capital Management LLC203,031$7.16M0.5%+22.2%6.171%
11/2/2021Raymond James & Associates20,481$719K0.0%+7.1%0.623%
10/29/2021 Commonwealth 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%
8/17/2021 Wells Fargo & Company MN134,779$4.80M0.0%+58.4%3.907%
8/16/2021 Royal Bank of Canada39,775$1.42M0.0%+2.5%1.153%
8/16/2021 State Street Corp1,479,851$52.73M0.0%-0.6%42.894%
8/13/2021 OLD Mission Capital LLC10,278$366K0.0%-52.5%0.298%
8/13/2021 LPL Financial LLC61,837$2.20M0.0%+148.1%1.792%
8/13/2021 Stifel Financial Corp57,854$2.06M0.0%+1.9%1.677%
8/12/2021 Elevation Capital Advisory LLC259,022$9.22M5.2%N/A7.508%
8/11/2021 Commonwealth 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%
5/18/2021 Morgan Stanley20,093$695K0.0%-16.6%0.609%
(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, 21 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?

The following institutional investors have sold SPDR SSgA Income Allocation ETF stock in the last 24 months: 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 57,309 shares in the last 24 months. This volume of shares sold represents approximately $1.81M in transactions.



This page (NYSEARCA:INKM) was last updated on 8/31/2025 by MarketBeat.com Staff
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