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Upturn AI SWOT - About
SPDR® SSgA Income Allocation ETF (INKM)
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Upturn Advisory Summary
08/14/2025: INKM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.05% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 29.10 - 32.29 | Updated Date 06/29/2025 |
52 Weeks Range 29.10 - 32.29 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® SSgA Income Allocation ETF
ETF Overview
Overview
The SPDRu00ae SSgA Income Allocation ETF (ALOC) seeks to provide current income while maintaining prospects for capital appreciation by allocating its assets among a variety of global asset classes, primarily through other ETFs.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the investment management industry.
Management Expertise
SSGA has a dedicated team of experienced portfolio managers and investment professionals overseeing its ETF lineup, including ALOC.
Investment Objective
Goal
The fund seeks to provide current income and potential capital appreciation.
Investment Approach and Strategy
Strategy: ALOC employs a fund-of-funds approach, allocating its assets among other SPDR ETFs to gain exposure to various asset classes.
Composition The ETF's holdings primarily consist of other ETFs representing diverse asset classes like U.S. equities, international equities, fixed income, and real estate.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 208000000
Competitors
Key Competitors
- AOA
- AOR
- AOM
- GTO
Competitive Landscape
The competitive landscape includes other asset allocation ETFs that offer similar diversified exposure. ALOC benefits from SSGA's brand recognition and ETF expertise, but faces competition based on asset allocation strategies, expense ratios, and historical performance. Advantages may include strategic partnerships of holdings. Disadvantages may include expense ratios.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites, but past performance is not indicative of future results.
Benchmark Comparison: ALOC's performance should be compared to a blended benchmark reflecting its asset allocation strategy to assess its effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's average trading volume suggests adequate liquidity for most investors, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading ALOC and is generally narrow, indicating reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, inflation, and global market conditions all impact the performance of the underlying asset classes held by ALOC.
Growth Trajectory
The ETF's growth depends on investor demand for diversified income-oriented solutions; changes to holdings will alter its future trajectories.
Moat and Competitive Advantages
Competitive Edge
ALOC's competitive edge lies in its convenient all-in-one approach to asset allocation, cost-effectiveness through its strategic partnerships to create holdings, and transparency of holdings. It leverages SSGA's expertise in ETF construction and provides investors with diversified exposure to a range of asset classes. The ETF's fund-of-funds structure allows for dynamic asset allocation adjustments based on market conditions. This approach offers investors a potentially lower-cost way to achieve diversification compared to investing in individual securities or multiple ETFs.
Risk Analysis
Volatility
ALOC's volatility will depend on the volatility of its underlying asset class holdings, which includes equity and fixed income.
Market Risk
Market risk includes the potential for losses due to declines in the value of the underlying asset classes, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
ALOC is suitable for investors seeking a diversified, income-oriented investment solution with exposure to multiple asset classes.
Market Risk
ALOC is best suited for long-term investors seeking a balanced approach to income and capital appreciation.
Summary
The SPDRu00ae SSgA Income Allocation ETF is designed for investors seeking diversified income and capital appreciation through a fund-of-funds approach. By investing in other SPDR ETFs, it offers exposure to a range of asset classes. SSGA's management expertise and relatively low expense ratio enhance its appeal. However, its performance depends on the underlying asset class returns and market conditions, and while useful, its historical market share data is not easily found. As always, remember to assess risk tolerance and conduct thorough due diligence before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Data may be delayed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® SSgA Income Allocation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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