SPDR SSgA Income Allocation ETF (INKM)

NYSE Arca: INKMExchange-traded fund from State Street Investment Management.

  • Expense ratio0.51%
  • Net assets$70.4M
  • Dividend yield4.92%
  • 1-year return+6.87%
  • Holdings16

INKM ETF price chart

INKM quote & trading statistics

  • YTD+5.68%
  • 1 year+6.87%
  • 3 years+11.81%/yr
  • 5 years+3.79%/yr
  • 10 years+5.15%/yr
1Y volatility
7.45%
3Y volatility
8.25%
3Y Sharpe ratio
0.67

Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.

INKM top 10 holdings

All holdings →
SPDR SSgA Income Allocation ETF largest holdings by weight
#SymbolNameWeight
1TLOSPDR Blmbg Barclays Long Term Trs ETF16.43%
2GIISPDR S&P Global Infrastructure ETF10.56%
3SPINState Street US Equity Premium Income ETF9.57%
4EMHCSPDR Bloomberg Barclays Emerging Markets USD Bond ETF8.61%
5SCHDSchwab U.S. Dividend Equity ETF7.27%
6SPYDSPDR Portfolio S&P 500 High Dividend ETF7.20%
7PSKSPDR ICE Preferred Securities ETF5.81%
8JNKSPDR Series Trust - SPDR Bloomberg Barclays High Yield Bond ETF5.72%
9SRLNSPDR Blackstone Senior Loan ETF5.53%
10DWXSPDR S&P International Dividend ETF5.18%

The top 10 holdings make up 81.9% of the fund (16 holdings in total). As of October 25, 2026.

INKM sector weights

Industrials
16.1%
Technology
13.9%
Utilities
13.9%
Real Estate
11.7%
Energy
9.6%
Financial Services
8.5%
Consumer Defensive
7.4%
Healthcare
6.7%
Consumer Cyclical
6.0%
Communication Services
5.5%
Basic Materials
1.5%

INKM region weights

North America
71.1%
Europe Developed
10.3%
Australasia
3.2%
Japan
3.1%
United Kingdom
2.8%
Latin America
2.1%
Asia Developed
1.9%
Asia Emerging
1.7%
Africa/Middle East
0.9%
Europe Emerging
0.1%

INKM asset allocation

Bonds
47.0%
U.S. stocks
29.4%
Non-U.S. stocks
12.4%
Not classified
9.0%
Cash
1.0%
Other
0.1%

INKM market-cap breakdown

Large cap
16.0%
Mid cap
15.9%
Mega cap
6.6%
Small cap
3.4%
Micro cap
0.3%

About SPDR SSgA Income Allocation ETF

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.

INKM ETF FAQ

What is the INKM expense ratio?

SPDR SSgA Income Allocation ETF has a net expense ratio of 0.51%, or $51.00 a year for every $10,000 invested.

How much money is in INKM?

SPDR SSgA Income Allocation ETF has about $70.4M in net assets.

What are the top holdings of INKM?

The largest positions in INKM are SPDR Blmbg Barclays Long Term Trs ETF (16.43%), SPDR S&P Global Infrastructure ETF (10.56%), State Street US Equity Premium Income ETF (9.57%). The fund holds 16 securities in total.

How has INKM performed?

INKM returned +6.87% over the past year and +3.79% a year over the past five years, including reinvested distributions.

Does INKM pay dividends?

INKM has a dividend yield of 4.92% and pays distributions quarterly.

When was INKM launched?

SPDR SSgA Income Allocation ETF began trading on April 25, 2012.