SS Income Allocation ETFINKMETF
13F holders, Q4 2024 (December 31)22holders +2
3new positions
2sold out
$31.55avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding SS Income Allocation ETF (INKM) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Synergy Asset Management, LLC ($4.0M), LPL Financial LLC ($3.2M) and Morgan Stanley ($2.5M).
- Company
- SS Income Allocation ETF
- Filed as
- SSGA ACTIVE ETF TR (Q4 2024)
- CUSIP
- 78467V202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $431K |
| Exits | 2 | $361K |
All 13F filers, Q3 2024 → Q4 2024: 38,197 shares bought and 81,300 shares sold, net −43,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Synergy Asset Management, LLC | 0.31% | No change | 122,890 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -12.5% | 103,798 | $3.2M |
| Morgan Stanley | 0.00% | Reduce -30.9% | 78,939 | $2.5M |
| Manske Wealth Management | 0.91% | — | 73,635 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.3% | 60,024 | $1.9M |
| Retireful, LLC | 0.86% | Reduce -1.1% | 48,971 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +107.6% | 43,919 | $1.4M |
| Rossmore Private Capital | 0.13% | Add +0.9% | 34,795 | $1.1M |
| Win Advisors, Inc. | 0.44% | Reduce -15.8% | 29,245 | $915K |
| Raymond James Financial Inc. | 0.00% | — | 29,150 | $912K |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 16,909 | $529K |
| AlphaStar Capital Management, LLC | 0.04% | Reduce -52.8% | 10,874 | $340K |
| Jane Street Group, LLC | 0.00% | New | 10,029 | $314K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 6,445 | $202K |
| Comerica Bank | 0.00% | New | 3,376 | $106K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.5% | 2,724 | $85K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,190 | $37K |
| Harbour Investments, Inc. | 0.00% | No change | 670 | $21K |
| Future Financial Wealth Managment LLC | 0.01% | Add +1.5% | 613 | $19K |
| AE Wealth Management LLC | 0.00% | New | 360 | $11K |
| Key Financial Inc | 0.00% | No change | 173 | $5K |
| GeoWealth Management, LLC | 0.00% | Reduce -96.6% | 22 | $688 |
"% of holder's portfolio" is INKM's weight in each manager's 13F, not the share of SS Income Allocation ETF the manager owns.