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SPDR SSgA Income Allocation ETF (INKM) Institutional Ownership

$34.86 +0.02 (+0.06%)
As of 10:07 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR SSgA Income Allocation ETF (NYSEARCA:INKM)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$8.61M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$789.81K
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INKM Institutional Buying and Selling by Quarter

SPDR SSgA Income Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2026 Rossmore Private Capital17,565$589K0.1%-35.0%0.802%
2/17/2026Royal Bank of Canada16,049$529K0.0%+13.6%0.761%
2/13/2026Wells Fargo & Company MN40,203$1.33M0.0%+76.0%1.905%
2/11/2026 LPL Financial LLC64,015$2.11M0.0%+40.7%3.034%
2/4/2026Ameritas Advisory Services LLC13,174$435K0.0%+1,405.6%0.621%
2/3/2026 Manske Wealth Management90,606$2.99M0.9%+10.5%4.274%
2/2/2026 Truist Financial Corp57,373$1.89M0.0%+3.1%2.706%
1/15/2026 Retireful LLC11,537$382K0.5%N/A0.560%
11/17/2025Citadel Advisors LLC8,901$295K0.0%+7.9%0.443%
11/14/2025Raymond James Financial Inc.21,932$726K0.0%-25.9%1.091%
11/12/2025 Manske Wealth Management81,988$2.72M0.8%+1.8%4.079%
11/5/2025 Envestnet Asset Management Inc.55,813$1.85M0.0%+5.8%2.777%
11/4/2025Jones Financial Companies Lllp2,172$72K0.0%+62.2%0.108%
11/3/2025 Truist Financial Corp55,623$1.84M0.0%+5.9%2.767%
10/30/2025 Rossmore Private Capital27,145$899K0.1%-14.1%1.350%
10/30/2025 Elevation Capital Advisory LLC165,260$5.47M2.2%N/A8.222%
10/30/2025 Simplicity Wealth LLC12,146$402K0.0%N/A0.598%
9/4/2025Osaic Holdings Inc.3,190$103K0.0%-40.9%0.154%
8/15/2025Bank 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%
7/21/2025Ameritas 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%
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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%
5/4/2022Commonwealth Equity Services LLC13,632$465K0.0%-7.3%0.429%


INKM Institutional Ownership - Frequently Asked Questions

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 Elevation Capital Advisory LLC ($5.47M), Manske Wealth Management ($2.99M), LPL Financial LLC ($2.11M), Truist Financial Corp ($1.89M), Envestnet Asset Management Inc. ($1.85M), Wells Fargo & Company MN ($1.33M), and Win Advisors Inc. ($915K).Learn more on SPDR SSgA Income Allocation ETF's institutional investors.

Of the 18 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: Elevation Capital Advisory LLC ($165.26K), Retireful LLC ($61.08K), Envestnet Asset Management Inc. ($59.40K), Raymond James Financial Inc. ($58.30K), Jones Financial Companies Lllp ($49.03K), Wells Fargo & Company MN ($40.13K), and LPL Financial LLC ($23.31K).

Institutional investors have bought a total of 260,274 shares in the last 24 months. This purchase volume represents approximately $8.61M in transactions.

The following institutional investors have sold SPDR SSgA Income Allocation ETF stock in the last 24 months: Rossmore Private Capital ($13.90K), Raymond James Financial Inc. ($7.68K), and Osaic Holdings Inc. ($2.21K).

Institutional investors have sold a total of 23,789 shares in the last 24 months. This volume of shares sold represents approximately $789.81K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:INKM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/1/2026. New 13F filings are added each quarter as they're published.
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