Vault-13

SSGA ACTIVE ETF TR INKM

INCOM ALLO ETF · ETP · CUSIP 78467V202

25 institutional holders +2 vs Q4 2024
580,651580.7k shares reported held*
$18.5mreported value*
7 new 6 added 7 reduced 5 sold out net sold ≈ $3.1m (-98.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.80. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 22Q4 22: 22Q1 23: 22Q2 23: 16Q3 23: 17Q4 23: 23Q1 24: 24Q2 24: 17Q3 24: 21Q4 24: 23Q1 25: 2525Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202222
Q4 202222
Q1 202322
Q2 202316
Q3 202317
Q4 202323
Q1 202424
Q2 202417
Q3 202421
Q4 202423
Q1 202525

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 23: 6 bought or addedQ2 23: 13 cut or sold outQ3 23: 8 bought or addedQ3 23: 9 cut or sold outQ3 23Q4 23: 14 bought or addedQ4 23: 6 cut or sold outQ1 24: 9 bought or addedQ1 24: 16 cut or sold outQ1 24Q2 24: 2 bought or addedQ2 24: 18 cut or sold outQ3 24: 13 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 7 bought or addedQ4 24: 11 cut or sold outQ1 25: 13 bought or addedQ1 25: 12 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023613
Q3 202389
Q4 2023146
Q1 2024916
Q2 2024218
Q3 2024137
Q4 2024711
Q1 20251312

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC New +56,325+56.3k
TRUIST FINANCIAL CORP New +56,140+56.1k
CITADEL ADVISORS LLC New +7,579+7.6k
Cambridge Investment Research Advisors, Inc. Added +5,707+5.7k
Manske Wealth Management Added +5,458+5.5k
LPL Financial LLC Added +4,789+4.8k
OSAIC HOLDINGS, INC. Added +2,677+2.7k
CX Institutional New +633+633
RAYMOND JAMES FINANCIAL INC Added +589+589
JONES FINANCIAL COMPANIES LLLP New +436+436

Biggest sellers

Synergy Asset Management, LLC Sold out -122,890-122.9k
MORGAN STANLEY Reduced -38,376-38.4k
WIN ADVISORS, INC Sold out -29,245-29.2k
WELLS FARGO & COMPANY/MN Reduced -19,241-19.2k
Retireful, LLC Reduced -11,035-11.0k
JANE STREET GROUP, LLC Sold out -10,029-10.0k
COMERICA BANK Sold out -3,376-3.4k
Rossmore Private Capital Reduced -3,050-3.0k
ROYAL BANK OF CANADA Reduced -879-879
SBI Securities Co., Ltd. Reduced -704-704

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 108,587108.6k $3.5m $3.5m 0.00% Added +4.8k +4,789
2 Manske Wealth Management 0.95% of their portfolio HOUSTON, TX 79,09379.1k $2.5m $2.5m 0.95% Added +5.5k +5,458
3 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 65,73165.7k $2.1m $2.1m 0.01% Added +5.7k +5,707
4 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 56,32556.3k $1.8m $1.8m 0.00% New
5 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 56,14056.1k $1.8m $1.8m 0.00% New
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 40,56340.6k $1.3m $1.3m 0.00% Reduced -38.4k -38,376
7 Retireful, LLC 1.14% of their portfolio HASLETT, MI 37,93637.9k $1.2m $1.2m 1.14% Reduced -11.0k -11,035
8 Rossmore Private Capital 0.12% of their portfolio GLASTONBURY, CT 31,74531.7k $1.0m $1.0m 0.12% Reduced -3.0k -3,050
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 29,73929.7k $945.7k $945.7k 0.00% Added +589 +589
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 24,67824.7k $784.8k $784.8k 0.00% Reduced -19.2k -19,241
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,03016.0k $510.0k $510.0k 0.00% Reduced -879 -879
12 AlphaStar Capital Management, LLC 0.03% of their portfolio CORNELIUS, NC 10,87410.9k $345.8k $345.8k 0.03% Unchanged
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,5797.6k $241.0k $241.0k 0.00% New
14 Joseph P. Lucia & Associates, LLC 0.09% of their portfolio Yorktown Heights, NY 6,3206.3k $201.0k $201.0k 0.09% Reduced -125 -125
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,4015.4k $171.8k $171.8k 0.00% Added +2.7k +2,677
16 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 670670 $21.3k $21.3k 0.00% Unchanged
17 CX Institutional 0.00% of their portfolio AUBURN, IN 633633 $20.0k $20.0k 0.00% New
18 Future Financial Wealth Managment LLC 0.01% of their portfolio CINCINNATI, OH 618618 $19.6k $19.6k 0.01% Added +5 +5
19 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 486486 $15.5k $15.5k 0.00% Reduced -704 -704
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 436436 $13.8k $13.8k 0.00% New
21 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 399399 $12.0k $12.0k 0.00% New
22 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 360360 $11.4k $11.4k 0.00% Unchanged
23 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 173173 $5.5k $5.5k 0.00% Unchanged
24 ASHTON THOMAS SECURITIES, LLC 0.00% of their portfolio ROCHESTER, NY 135135 $4.3k $4.3k 0.00% New
25 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged