SPDR SSGA INCOME ALLOCATION (INKM) Top Institutional Shareholders
SPDR SSGA INCOME ALLOCATION (INKM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $14.88M in INKM holdings during the latest filing period.
Manske Wealth Management is currently the largest disclosed institutional shareholder of INKM tracked by InsiderSet, reporting ownership valued at approximately $3.12M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.23M, representing an estimated gain of +3.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed INKM value among the investors covered in this analysis. Major shareholders include Manske Wealth Management, Lpl Financial Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SPDR SSGA INCOME ALLOCATION (INKM).
This page ranks the largest institutional INKM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$14.88M
Largest Holder
Manske Wealth Management
Largest Position
$3.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Manske Wealth Management | 0.88% | 93,217 | $3,123,479 | $3,229,205 | +$105,726 | +3.38% | |
| Lpl Financial Llc | 0.00% | 73,281 | $2,455,460 | $2,538,586 | +$83,126 | +3.39% | |
| Envestnet Asset Management Inc | 0.00% | 69,024 | $2,312,809 | $2,391,116 | +$78,307 | +3.39% | |
| Truist Financial Corp | 0.00% | 56,772 | $1,902,297 | $1,966,684 | +$64,387 | +3.38% | |
| Wells Fargo & Company/Mn | 0.00% | 22,105 | $740,692 | $765,757 | +$25,065 | +3.38% | |
| Raymond James Financial Inc | 0.00% | 21,314 | $714,179 | $738,355 | +$24,176 | +3.39% | |
| Rossmore Private Capital | 0.05% | 17,565 | $588,559 | $608,483 | +$19,924 | +3.39% | |
| Royal Bank Of Canada | 0.00% | 16,049 | $538,000 | $555,966 | +$17,966 | +3.34% | |
| Ameritas Advisory Services, Llc | 0.02% | 15,212 | $509,707 | $526,971 | +$17,264 | +3.39% | |
| Morgan Stanley | 0.00% | 13,070 | $437,951 | $452,768 | +$14,817 | +3.38% | |
| City National Bank Of Florida | 0.24% | 12,146 | $406,982 | $420,759 | +$13,777 | +3.39% | |
| Alphastar Capital Management, Llc | 0.03% | 10,270 | $344,122 | $355,771 | +$11,649 | +3.39% | |
| Susquehanna International Group, Llp | 0.00% | 7,709 | $258,309 | $267,054 | +$8,745 | +3.39% | |
| Iht Wealth Management, Llc | 0.01% | 6,825 | $228,674 | $236,430 | +$7,756 | +3.39% | |
| Joseph P. Lucia & Associates, Llc | 0.07% | 6,095 | $204,228 | $211,142 | +$6,914 | +3.39% | |
| Jones Financial Companies Lllp | 0.00% | 2,078 | $68,800 | $71,986 | +$3,186 | +4.63% | |
| Sbi Securities Co., Ltd. | 0.00% | 706 | $23,656 | $24,457 | +$801 | +3.39% | |
| Western Wealth Management, Llc | 0.00% | 468 | $15,681 | $16,212 | +$531 | +3.39% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 34,505 | $1,156 | $1,195,315 | +$1,194,159 | +103300.98% | |
| Osaic Holdings, Inc. | 0.00% | 15 | $502 | $520 | +$18 | +3.51% | |
| Cx Institutional | 0.00% | 583 | $20 | $20,196 | +$20,176 | +100880.85% |
Frequently asked questions about INKM
Who owns the most INKM stock?
The largest holders of INKM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR SSGA INCOME ALLOCATION (INKM).
Is INKM widely held by superinvestors?
Many widely followed stocks like INKM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly INKM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.