SS Income Allocation ETFINKMETF
13F holders, Q3 2024 (September 30)20holders +4
8new positions
3sold out
$32.78avg. 13F price*
At the end of Q3 2024, 20 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, up 4 from Q2 2024. 8 opened new positions and 3 sold out. The largest holders were Synergy Asset Management, LLC ($4.0M), LPL Financial LLC ($3.9M) and Morgan Stanley ($3.7M).
- Company
- SS Income Allocation ETF
- Filed as
- SSGA ACTIVE ETF TR (Q3 2024)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.3M |
| Exits | 3 | $390K |
All 13F filers, Q2 2024 → Q3 2024: 259,683 shares bought and 62,194 shares sold, net +197,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Synergy Asset Management, LLC | 0.61% | New | 122,890 | $4.0M |
| LPL Financial LLC | 0.00% | Add +12.1% | 118,626 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 114,207 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.4% | 58,666 | $1.9M |
| Retireful, LLC | 1.20% | New | 49,538 | $1.6M |
| Win Advisors, Inc. | 0.53% | New | 34,717 | $1.1M |
| Rossmore Private Capital | 0.14% | No change | 34,495 | $1.1M |
| Raymond James & Associates | 0.00% | Add +82.6% | 24,550 | $805K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -0.3% | 23,021 | $755K |
| Wells Fargo & Company | 0.00% | Add +91.3% | 21,154 | $693K |
| Royal Bank of Canada | 0.00% | Reduce -10.0% | 17,894 | $587K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,737 | $286K |
| Joseph P. Lucia & Associates, LLC | 0.10% | New | 6,445 | $211K |
| Osaic Holdings, Inc. | 0.00% | Add +21.4% | 3,114 | $102K |
| UBS Group AG | 0.00% | Reduce -95.0% | 2,280 | $75K |
| Lanark Financial, Inc. | 0.00% | No change | 883 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 670 | $22K |
| GeoWealth Management, LLC | 0.00% | New | 648 | $21K |
| Future Financial Wealth Managment LLC | 0.01% | New | 604 | $20K |
| Key Financial Inc | 0.00% | New | 173 | $6K |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.