SPDR SSGA Income Allocation ETF (INKM)

• Market cap: $68.2M
• 1 day: 0.35%
• 5 days: 1.72%
• 1 month: -2.55%
• 3 months: -1.23%
• 6 months: -3.96%
• Year to date: -0.16%
• 1 year: 3.99%
• 5 years: 7.63%
• 10 years: -4.51%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 20 [Q3] → 21 (+1) [Q4]

1.4% less ownership

Funds ownership: 27.37% [Q3] → 25.97% (-1.4%) [Q4]

9% less capital invested

Capital invested by funds: $21.1M [Q3] → $19.1M (-$1.97M) [Q4]

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8