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Get Institutions for : 
Spdr Ssga Income Allocation (INKM)  
$30.63 0.18 (0.58%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    5
Total shares held : 
 709,682  
% of shares held : 
 2.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -847,434  
% of shares held change : 
   -2.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.45  
Last Quarter's Ending Price : 
 $31.04  
Last Quarter's Average Price : 
 $29.36  
Change from last quarter's     
avg. price to the last closing  : 
1.27 (4.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 137,346
 19.35%
 
Increased Positions :
7
 150,202
 21.16%
 
Unchanged Positions :
4
 5,088
 0.72%
 
Decreased Positions :
6
-32,305
-4.55%
 
Closed Positions :
1
-1,102,677
-155.38%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 4043 - 2023-12-31 117,407 $3,644,000 -9,178
   LPL FINANCIAL CORP 1973 - 2023-12-31 107,399 $3,333,000 68,779
   SILVER OAK SECURITIES Inc 52 *New 2023-12-31 101,275 $3,143,000 101,275
   WELLS FARGO & CO/MN 2408 - 2023-12-31 74,101 $2,300,000 59,860
   ROYAL BANK OF CANADA 2526 - 2023-12-31 68,235 $2,118,000 -20,000
   UBS Group AG 2962 - 2023-12-31 55,750 $1,730,000 -2,118
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1437 - 2024-03-31 48,766 $1,522,000 32,170
   WIN ADVISORS INC 26 *New 2024-03-31 41,142 $1,284,000 41,142
   Rossmore Private Capital 109 - 2023-12-31 35,720 $1,109,000 180
   RAYMOND JAMES & ASSOCIATES 2546 - 2024-03-31 33,328 $1,040,000 2,116
   AlphaStar Capital Management LLC 131 - 2023-12-31 26,563 $824,000 -455
   COMERICA BANK 1797 - 2023-12-31 18,820 $584,000 10,650
   GeoWealth Management LLC 369 *New 2023-12-31 12,731 $395,000 12,731
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4445 *New 2023-12-31 9,428 $293,000 9,428
   STIFEL FINANCIAL CORP 2955 - 2023-12-31 7,754 $241,000 81
   COMMONWEALTH EQUITY SERVICES LLC. 3372 *New 2023-12-31 6,955 $216,000 6,955
   MARINER WEALTH ADVISORS, LLC 2630 *New 2023-12-31 6,925 $215,000 6,925
   Joseph P. Lucia & Associates LLC 110 - 2023-12-31 6,775 $210,000 6,775
   Advisor Group Holdings Inc. 4190 - 2023-12-31 4,318 $134,000 0
   NBC SECURITIES INC. 1340 - 2024-03-31 883 $27,000 -33
   HARBOUR INVESTMENTS INC. 1855 - 2023-12-31 670 $21,000 0
   Future Financial Wealth Managment LLC 359 *New 2024-03-31 589 $18,000 589
   Impact Partnership Wealth LLC 625 - 2023-12-31 100 $3,000 0
   FMR LLC 4558 *New 2023-12-31 32 $1,000 32
   STATE STREET CORP 4242 *Closed 2023-12-31 0 $0 -1,102,677
   PROEQUITIES INC. 6008 - 2023-12-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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