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SPDR SSgA Income Allocation ETF

  • INKM

One Iron Street,
Boston , MA, 02210

Rank

Rank Universe
9 0

Summary

The fund seeks to provide total return by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests the assets of the fund among exchange traded products (ETPs) that provide exposure to five primary asset cl More

Webiste

Link

Directors

Sep 12, 2023
  • Sandra G. Sponem
  • Dwight D. Churchill
  • Gunjan Chauhan
  • Carolyn M. Clancy
  • Carl G. Verboncoeur
  • James E. Ross
  • Clare S. Richer
  • Kristi L. Rowsell

Chief Compliance Officer

  • Brian Harris

Price

  • $ 32.63 ( -0.21 )
  • Dec 09, 2024
    Last Close
  • Net Assets
  • $78.5M
    Feb 27, 2024
  • 52-Week High/Low
  • $0 - $0

  • Expense Ratio
  • -

Performance

YTD

0%

3 Year

-3.86%

5 Year

-4.66%

Best

1636.66%

2008

Worst

-97.1%

2007

Sector Allocation +

 Aug 28, 2024
More

Top 10 Holdings +

 Aug 28, 2024
More

Company Name

Holding
State Street Global Advisors 19.69 %
SPDR Portfolio Long Term Treasury ETF 14.88 %
SPDR Bloomberg High Yield Bond ETF 12.6 %
SPDR Portfolio S&P 500 High Dividend ETF 8.06 %
Schwab US Dividend Equity ETF 8.01 %
SPDR S&P Global Infrastructure ETF 7.93 %
SPDR S&P International Dividend ETF 6.89 %
SPDR Bloomberg Emerging Markets Local Bond ETF 6.07 %
SPDR ICE Preferred Securities ETF 6.04 %
SPDR Bloomberg Emerging Markets USD Bond ETF 5.99 %
More 5.99 %

Documents

Prospectus

link

Annual Reports

link

Fact Sheet

Q1 2023 Q4 2022 Q3 2022 Q2 2022
Q1 2022 Q4 2021 Q2 2021

NAV

Returns +
A

2026202520242023202220212020201920182017
INKM 0% 0% -0.7% 5.2% -14.1% 5.3% -4.9% 12.8% -5.3% 14%
S&P 500 8.2% 16.4% 23.3% 24.2% -19.4% 27.3% 16.2% 28.9% -6.2% 19.4%

Returns +
Q

2026202520242023202220212020201920182017
q1 0% 0% 0.6% 2.8% -0.6% 2.2% -19.8% 7.8% -1.6% 4%
q2 0% 0% -2% -0.1% -9.9% 6.8% 10.4% 1.4% 0.2% 3.2%
q3 0% 0% 0% -4.9% -8.2% -1.4% -1% 1.4% 1.6% 2.8%
q4 0% 0% 0% 9.1% 4.5% 0.8% 8.5% 1.5% -3.9% 3.3%

Returns +
M

JanFebMarAprMayJunJulAugSepOctNovDec
2026 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%
2025 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

Annual Return

Alpha - INKM and S&P

Data Sources Disclaimer