SPDR SSgA Income Allocation ETF is an exchange-traded fund on ARCA. As of Q3 2025, 24 institutional investors hold shares in this ETF, with total holdings valued at $21.2M. Elevation Capital Advisory, LLC is the largest holder with a position valued at $5.5M.
Overview of institutional ownership in INKM as of Q3 2025
Institutions with the largest positions in INKM as of Q3 2025
| Institution | Position Value |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | $5.5M 2.19% of portfolio |
Manske Wealth Management RIA/Wealth | $2.7M 0.83% of portfolio |
$2.2M 0.01% of portfolio | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.8M 0.00% of portfolio |
BB&T CORP Institution | $1.8M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.5M 0.00% of portfolio |
Rossmore Private Capital RIA/Wealth | $899.1K 0.10% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $756.5K 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $726.4K 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $612.4K 0.00% of portfolio |
Institutional buying and selling activity for INKM in Q3 2025
| Institution | Net Bought |
|---|---|
C CITY NATIONAL BANK OF FLORIDA /MSD Institution | +$402.3K +12.1K shares |
Simplicity Wealth,LLC RIA/Wealth | +$402.3K +12.1K shares |
IHT Wealth Management, LLC RIA/Wealth | +$214.8K +6.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$101.9K +3.1K shares |
BB&T CORP Institution | +$101.9K +3.1K shares |
+$49.3K +1.5K shares | |
Manske Wealth Management RIA/Wealth | +$47.5K +1.4K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$27.5K +833.0 shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$21.5K +650.0 shares |
MORGAN STANLEY RIA/Wealth | +$20.8K +628.0 shares |
| Institution | Net Sold |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | −$3.1M −93.8K shares |
Retireful, LLC ETF Provider | −$1.2M −35.8K shares |
L LPL Financial LLC Institution | −$1.1M −32.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$329.8K −10.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$254.3K −7.7K shares |
Ballast, Inc. RIA/Wealth | −$204.3K −6.3K shares |
Rossmore Private Capital RIA/Wealth | −$147.4K −4.5K shares |
WELLS FARGO & COMPANY/MN Institution | −$65.9K −2.0K shares |
BANK OF AMERICA CORP /DE/ Institution | −$57.8K −1.8K shares |
R ROYAL BANK OF CANADA Institution | −$50.9K −1.5K shares |
Institutions that initiated new positions or completely exited INKM in Q3 2025
| Institution | Position Value |
|---|---|
C CITY NATIONAL BANK OF FLORIDA /MSD Institution | $402.3K 12.1K shares |
Simplicity Wealth,LLC RIA/Wealth | $402.3K 12.1K shares |
| Institution | Previous Position |
|---|---|
Retireful, LLC ETF Provider | $1.2M 35.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $329.8K 10.2K shares |
Ballast, Inc. RIA/Wealth | $204.3K 6.3K shares |
BANK OF AMERICA CORP /DE/ Institution | $57.8K 1.8K shares |
NBC SECURITIES, INC. RIA/Wealth | $12.9K 399.0 shares |
AE Wealth Management LLC RIA/Wealth | $11.6K 360.0 shares |
UBS Group AG Institution | $9.5K 293.0 shares |
ASHTON THOMAS SECURITIES, LLC RIA/Wealth | $4.4K 135.0 shares |
Institutions with the largest Call and Put options positions in INKM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with INKM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | 2.19% $5.5M |
Manske Wealth Management RIA/Wealth | 0.83% $2.7M |
C CITY NATIONAL BANK OF FLORIDA /MSD Institution | 0.27% $402.3K |
Rossmore Private Capital RIA/Wealth | 0.10% $899.1K |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.08% $209.3K |
AlphaStar Capital Management, LLC RIA/Wealth | 0.03% $359.7K |
Simplicity Wealth,LLC RIA/Wealth | 0.02% $402.3K |
F Future Financial Wealth Managment LLC RIA/Wealth | 0.01% $21.0K |
0.01% $2.2M | |
IHT Wealth Management, LLC RIA/Wealth | 0.01% $214.8K |
Discover hedge funds investing in INKM

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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