AF
SPIN

Allworth Financial’s State Street US Equity Premium Income ETF SPIN Stock Holding History

Allworth Financial’s Portfolio SPIN Stock Details SPIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-400
Closed -$12.2K – 5445
2026
Q1 		$12.2K Buy
400
+100
+33% +$3.2K ﹤0.01% 3373
2025
Q4 		$9.72K Buy
+300
New +$9.62K ﹤0.01% 3290

Other funds holding SPIN

HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Allworth Financial's SPIN Position: Q2 2026 in Review

Allworth Financial sold out of State Street US Equity Premium Income ETF (SPIN) in Q2 2026, closing a stake of 400 shares — an estimated $12.2K sold.

Allworth Financial first reported a position in SPIN in Q4 2025 and held it in 2 quarters. The position peaked at $12.2K in Q1 2026. 12 funds tracked by Wall St. Rank hold SPIN as of Q2 2026.

  • Allworth Financial reported no remaining State Street US Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 400 State Street US Equity Premium Income ETF shares in Q2 2026, an estimated $12.2K.
  • Allworth Financial first reported a position in State Street US Equity Premium Income ETF in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's State Street US Equity Premium Income ETF position peaked at $12.2K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.