INKM — SPDR SSGA INCOME ALLOCATION
As of Q2 2026, 3 SEC-registered investment managers reported holding INKM (SPDR SSGA INCOME ALLOCATION) in their latest 13F filings, with a combined reported value of $1.23M across 35.96K shares. That is +2.2% by share count (+783 shares) versus the previous quarter, while reported value moved +4.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 22.89K | $785.80K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 13.07K | $448.66K | 0.00% | Hold |
| Citadel Advisors history | Q3 2025 | 8.90K | $294.82K | 0.00% | Add |
| Bank of America Corp history | Q2 2025 | 1.79K | $57.75K | 0.00% | New |
| UBS Group AG history | Q2 2025 | 293 | $9.47K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1 | $34 | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2022 | 268 | $8 | 0.00% | Hold |
New Positions (Q2 2026)
- Fidelity Management & Research (FMR) 1 sh · $34
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 89.18K | 136.07K | 87.98K | 78.66K | 77.80K | 213.33K | 13.20K | 11.82K | 14.24K | 74.10K | 11.29K | 11.06K | 21.15K | 43.92K | 24.68K | 24.83K | 22.84K | 40.20K | 22.11K | 22.89K |
| Morgan Stanley | 20.82K | 20.03K | 48.62K | 74.67K | 80.32K | 114.82K | 124.29K | 124.96K | 126.58K | 117.41K | 118.59K | 118.32K | 114.21K | 78.94K | 40.56K | 17.86K | 18.49K | 16.09K | 13.07K | 13.07K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | 32 | 1 | — | — | — | — | — | 1 | — | — | 1 |
| Citadel Advisors | — | 5.76K | — | 7.31K | — | — | 10.17K | — | — | — | 9.21K | — | — | — | 7.58K | 8.25K | 8.90K | — | — | — |
| JPMorgan Chase & Co | 298 | 283 | 283 | 283 | 268 | 268 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 18.02K | 1.04K | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.79K | — | — | — | — |
| UBS Group AG | 59.48K | 72.63K | 60.34K | 62.34K | 57.23K | 53.33K | 56.25K | 59.55K | 57.87K | 55.75K | 47.47K | 45.61K | 2.28K | — | — | 293 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details