ENVESTNET ASSET MANAGEMENT INC INKM SSGA ACTIVE ETF TR

Ownership history in ENVESTNET ASSET MANAGEMENT INC  ·  27 quarters on record

AI Ownership Summary

ENVESTNET ASSET MANAGEMENT INC reported SSGA ACTIVE ETF TR (INKM) in 27 quarterly 13F filings from 2025 Q1 through 2025 Q4. 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 ENVESTNET ASSET MANAGEMENT INC's position in SSGA ACTIVE ETF TR, 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 ENVESTNET ASSET MANAGEMENT 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 69,712 +13,899 +24.9% 0.00% $2.3M 2026-02-14 (Est.) $34.53
2025 Q3 ADDED 55,813 +3,077 +5.8% 0.00% $1.8M 2025-11-05 $32.24
2025 Q2 REDUCED 6.4% +3.4% 52,736 -3,589 -6.4% 0.00% $1.7M 2025-08-01 $31.24
2025 Q1 REDUCED 57.4% +3.2% 56,325 -75,809 -57.4% 0.00% $1.8M 2025-04-29 $30.38
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ENVESTNET ASSET MANAGEMENT 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 ENVESTNET ASSET MANAGEMENT INC reported owning INKM?

ENVESTNET ASSET MANAGEMENT INC reported INKM across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported INKM position in ENVESTNET ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for INKM was 0.00% in 2025 Q4.

What is the latest reported INKM position on this page?

The most recent filing on this page is 2025 Q4, when ENVESTNET ASSET MANAGEMENT INC reported 69,712 shares, equal to 0.00% of portfolio, with an estimated market value of $2.3M.

What does the chart on this INKM ownership page compare?

The chart compares ENVESTNET ASSET MANAGEMENT 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 ENVESTNET ASSET MANAGEMENT INC time their INKM position?

Based on 13F filing dates vs. subsequent INKM price moves, ENVESTNET ASSET MANAGEMENT INC correctly timed 10 out of 24 reported position changes (42%). The annualised alpha on INKM relative to SPY over the holding period was -8.0%.

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