APW
SPIN

Austin Private Wealth’s State Street US Equity Premium Income ETF SPIN Stock Holding History

Austin Private Wealth’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
2025
Q4 		$735K Buy
22,668
+1,251
+6% +$40.1K 0.05% 134
2025
Q3 		$676K Sell
21,417
-551
-3% -$16.8K 0.05% 149
2025
Q2 		$653K Buy
21,968
+1,995
+10% +$56.9K 0.05% 152
2025
Q1 		$586K Buy
+19,973
New +$614K 0.05% 143

Other funds holding SPIN

SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $124M AUM
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Austin Private Wealth's SPIN Position: Q4 2025 in Review

Austin Private Wealth increased its State Street US Equity Premium Income ETF (SPIN) stake by 5.8% in Q4 2025, buying an estimated $40.1K and bringing the position to 22,668 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #134.

Austin Private Wealth first reported a position in SPIN in Q1 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SPIN as of Q4 2025.

  • Austin Private Wealth held 22,668 shares of State Street US Equity Premium Income ETF worth $735K as of Q4 2025.
  • Austin Private Wealth bought 1,251 State Street US Equity Premium Income ETF shares in Q4 2025, an estimated $40.1K.
  • State Street US Equity Premium Income ETF made up 0.05% of Austin Private Wealth's portfolio in Q4 2025, its #134 holding.
  • Austin Private Wealth first reported a position in State Street US Equity Premium Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.