Cambridge Investment Research Advisors, Inc. INKM SSGA ACTIVE

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  31 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported SSGA ACTIVE (INKM) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows INKM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INKM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in SSGA ACTIVE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

INKM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held INKM — position size vs. price
% of Fund (quarterly)    INKM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 34,271 -234 -0.7% 0.00% $1K 2026-07-30 $34.47
2026 Q1 REDUCED 21.1% +4.3% 34,505 -9,252 -21.1% 0.00% $1K 2026-04-30 $33.98
2025 Q4 REDUCED 35.0% +2.3% 43,757 -23,572 -35.0% 0.00% $1.4M 2026-02-05 $33.38
2025 Q3 ADDED 67,329 +1,489 +2.3% 0.01% $2.2M 2025-11-12 $32.18
2025 Q2 ADDED 65,840 +109 +0.2% 0.01% $2.1M 2025-07-31 $30.83
2025 Q1 ADDED 65,731 +5,707 +9.5% 0.01% $2.1M 2025-04-22 $29.36
2024 Q4 ADDED 60,024 +1,358 +2.3% 0.01% $1.9M 2025-02-14 $29.88
2024 Q3 ADDED 58,666 +1,357 +2.4% 0.01% $1.9M 2024-10-28 $29.60
2024 Q2 ADDED 57,309 +8,543 +17.5% 0.01% $1.8M 2024-07-26 $28.63
2024 Q1 ADDED 48,766 +32,170 +193.8% 0.01% $1.5M 2024-04-24 $27.29
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cambridge Investment Research Advisors, Inc. and INKM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning INKM?

Cambridge Investment Research Advisors, Inc. reported INKM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported INKM position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for INKM was 0.01% in 2025 Q1.

What is the latest reported INKM position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 34,271 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this INKM ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly INKM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their INKM position?

Based on 13F filing dates vs. subsequent INKM price moves, Cambridge Investment Research Advisors, Inc. correctly timed 18 out of 29 reported position changes (62%). The annualised alpha on INKM relative to SPY over the holding period was -9.0%.

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