Carson Wealth (CWM LLC)
SPIN

Carson Wealth (CWM LLC)’s State Street US Equity Premium Income ETF SPIN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$43.3K Hold
1,417
– – ﹤0.01% 3918
2025
Q4 		$46K Buy
+1,417
New +$45.5K ﹤0.01% 3672

Other funds holding SPIN

SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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 $167M AUM 33.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its State Street US Equity Premium Income ETF (SPIN) position steady in Q1 2026 at 1,417 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3918.

Carson Wealth (CWM LLC) first reported a position in SPIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $46K in Q4 2025. 13 funds tracked by Wall St. Rank hold SPIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,417 shares of State Street US Equity Premium Income ETF worth $43.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its State Street US Equity Premium Income ETF share count unchanged in Q1 2026.
  • State Street US Equity Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3918 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street US Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s State Street US Equity Premium Income ETF position peaked at $46K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.