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Get Institutions for : 
Spdr Ssga Income Allocation (INKM)  
$31.25 0.06 (0.19%) as of 4:30 Mon 5/20


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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  : 
1.89 (6.44%)  




 
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
   LPL FINANCIAL CORP 2084 - 2024-03-31 105,705 $3,299,000 -1,694
   UBS Group AG 3223 - 2024-03-31 47,467 $1,482,000 -8,283
   ROYAL BANK OF CANADA 2892 - 2024-03-31 36,287 $1,133,000 -31,948
   Rossmore Private Capital 119 - 2024-03-31 34,695 $1,083,000 -1,025
   AlphaStar Capital Management LLC 149 - 2024-03-31 23,739 $741,000 -2,824
   SILVER OAK SECURITIES Inc 242 - 2024-03-31 13,732 $429,000 -87,543
   WELLS FARGO & CO/MN 3597 - 2024-03-31 11,294 $353,000 -62,807
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4071 - 2024-03-31 9,332 $291,000 -96
   Joseph P. Lucia & Associates LLC 119 - 2024-03-31 6,470 $202,000 -305
   COMERICA BANK 2369 - 2024-03-31 5,325 $166,000 -13,495
   NBC SECURITIES INC. 1340 - 2024-03-31 883 $27,000 -33
   FMR LLC 5151 - 2024-03-31 1 $0 -31

  12 Records found
  1    
  Page 1 of 1
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