SPDR SSGA INCOME ALLOCATION (INKM) Institutional Ownership Changes & 13F Activity
SPDR SSGA INCOME ALLOCATION (INKM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Retireful, Llc, Lpl Financial Llc, Hilltop Holdings Inc., and Rossmore Private Capital.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | Buy | +13,058 | +81.4% | 29,107 | $999.00K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +3,513 | +23.1% | 18,725 | $642.86K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,718 | +18120.0% | 2,733 | $93.83K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +835 | +12.2% | 7,660 | $262.97K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +784 | +3.5% | 22,889 | $785.80K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -270 | -13.0% | 1,808 | $62.18K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -167 | -2.2% | 7,542 | $258.93K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -47 | -0.2% | 21,267 | $730.13K | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | Buy | +5,847 | — | 5,847 | $200.74K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -2 | -0.0% | 13,068 | $448.66K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1 | — | 1 | $34.00 | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Buy | +7,665 | +10.5% | 80,946 | $2.78M | Q2 2026 | Aug 07, 2026 |
| Envestnet Asset Management Inc | Sell | -1,111 | -1.6% | 67,913 | $2.33M | Q2 2026 | Aug 03, 2026 |
| Manske Wealth Management | Buy | +84 | +0.1% | 93,301 | $3.20M | Q2 2026 | Aug 03, 2026 |
| Rossmore Private Capital | Sell | -5,050 | -28.8% | 12,515 | $429.66K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -234 | -0.7% | 34,271 | $1.18K | Q2 2026 | Jul 30, 2026 |
| Truist Financial Corp | Sell | -1,005 | -1.8% | 55,767 | $1.91M | Q2 2026 | Jul 28, 2026 |
| Sbi Securities Co., Ltd. | Buy | +99 | +14.0% | 805 | $27.64K | Q2 2026 | Jul 23, 2026 |
| Retireful, Llc | Buy | +8,988 | — | 8,988 | $308.57K | Q2 2026 | Jul 22, 2026 |
| Cx Institutional | Sell | -11 | -1.9% | 572 | $20.00K | Q2 2026 | Jul 02, 2026 |
| Western Wealth Management, Llc | Sell | -468 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
Frequently asked questions about INKM activity
Which institutional owners are buying INKM?
Institutional owners buying INKM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in INKM activity?
"Buy" means an investor increased their reported position in INKM compared to the prior reporting period. This reflects growing exposure to SPDR SSGA INCOME ALLOCATION (INKM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in INKM increasing?
Institutional interest in INKM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.