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SPDRยฎ SSgA Income Allocation ETF (INKM)

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ISINUS78467V2025
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2012
AUM$0.07 billion
ProviderState Street
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

SPDRยฎ SSgA Income Allocation ETF Price Chart

Live Price (Delayed)
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Description

The Adviser primarily invests the assets of the fund among ETPs that provide exposure to five primary asset classes: (i) domestic and international equity securities; (ii) domestic and international investment-grade and high yield debt securities; (iii) hybrid equity/debt securities; (iv) first lien senior secured floating rate bank loans, commonly referred to as Senior Loans; and (v) REITs, including equity REITs and mortgage REITs.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ SPDRยฎ S&P Global Infrastructure ETF
9.06%
๐Ÿ“ˆ SPDR Series Trust - SPDR Bloomberg Barclays High Yield Bond ETF
9.98%
๐Ÿ“ˆ SPDRยฎ ICE Preferred Securities ETF
5.94%
๐Ÿ“ˆ SPDRยฎ Dow Jones REIT ETF
6.98%
๐Ÿ“ˆ SPDR Blmbg Barclays Long Term Trs ETF
14.15%
๐Ÿ“ˆ SPDRยฎ Bloomberg Emerging Markets Local Bond ETF
4.99%
๐Ÿ“ˆ SPDR Bloomberg Barclays Emerging Markets USD Bond ETF
9.01%
๐Ÿ“ˆ Schwab U.S. Dividend Equity ETF
5.79%
๐Ÿ“ˆ SPDRยฎ Portfolio S&P 500 High Dividend ETF
5.77%
๐Ÿ“ˆ SPDR Blackstone Senior Loan ETF
5.95%

Sector Allocation

โšก Energy
9.39%
๐Ÿ”Œ Utilities
13.30%
๐Ÿ’Š Healthcare
5.83%
๐Ÿ’ป Technology
11.17%
๐Ÿ—๏ธ Industrials
14.31%
๐Ÿ˜๏ธ Real Estate
22.35%
๐Ÿ“Š Basic Materials
1.22%
๐Ÿ“Š Consumer Cyclicals
4.91%
๐Ÿ“Š Consumer Defensive
6.36%
๐Ÿ“Š Financial Services
7.06%
๐Ÿ“ก Communication Services
4.11%

Currency Exposure

๐Ÿ’ฐ Bond
48.25%
๐Ÿ’ฐ Cash
4.37%
๐Ÿ’ฐ Other
0.06%
๐Ÿ’ฐ Stock US
31.90%
๐Ÿ’ฐ Stock non-US
5.67%
๐Ÿ’ฐ NotClassified
9.75%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month2.73%
3 Months0.08%
6 Months0.49%
1 Year3.68%
3 Years5.72%
5 Years34.90%
Since Inception78.23%

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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