Cerity Partners
SPIN

Cerity Partners’s State Street US Equity Premium Income ETF SPIN Stock Holding History

Cerity Partners’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 		$776K Buy
24,102
+382
+2% +$12.2K ﹤0.01% 2153
2026
Q1 		$724K Buy
+23,720
New +$758K ﹤0.01% 2052

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Cerity Partners's SPIN Position: Q2 2026 in Review

Cerity Partners increased its State Street US Equity Premium Income ETF (SPIN) stake by 1.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 24,102 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Cerity Partners first reported a position in SPIN in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold SPIN as of Q2 2026.

  • Cerity Partners held 24,102 shares of State Street US Equity Premium Income ETF worth $776K as of Q2 2026.
  • Cerity Partners bought 382 State Street US Equity Premium Income ETF shares in Q2 2026, an estimated $12.2K.
  • State Street US Equity Premium Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2153 holding.
  • Cerity Partners first reported a position in State Street US Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.