SS Income Allocation ETFINKMETF
13F holders, Q2 2024 (June 30)16holders −7
0new positions
8sold out
$30.67avg. 13F price*
At the end of Q2 2024, 16 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, down 7 from Q1 2024. 0 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($3.6M), LPL Financial LLC ($3.2M) and Cambridge Investment Research Advisors, Inc. ($1.8M).
- Company
- SS Income Allocation ETF
- Filed as
- SSGA ACTIVE ETF TR (Q2 2024)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 8 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 8,640 shares bought and 114,892 shares sold, net −106,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Morgan Stanley | 0.00% | Reduce -0.2% | 118,316 | $3.6M |
| LPL Financial LLC | 0.00% | Add +0.1% | 105,802 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.5% | 57,309 | $1.8M |
| UBS Group AG | 0.00% | Reduce -3.9% | 45,606 | $1.4M |
| Rossmore Private Capital | 0.14% | Reduce -0.6% | 34,495 | $1.1M |
| AlphaStar Capital Management, LLC | 0.07% | Reduce -2.8% | 23,082 | $708K |
| Royal Bank of Canada | 0.00% | Reduce -45.2% | 19,887 | $610K |
| Raymond James & Associates | 0.00% | Reduce -59.7% | 13,444 | $412K |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 11,059 | $339K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.8% | 7,675 | $235K |
| Comerica Bank | 0.00% | Reduce -7.0% | 4,950 | $152K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.7% | 2,565 | $79K |
| Lanark Financial, Inc. | 0.00% | No change | 883 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 670 | $21K |
| Hershey Financial Advisers, LLC | 0.00% | — | 154 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 80 | $2K |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.