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Clarity Retirement & Wealth’s State Street US Equity Premium Income ETF SPIN Stock Holding History

Clarity Retirement & 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
2026
Q1 		– Sell
-39,021
Closed -$1.26M – 37
2025
Q4 		$1.26M Buy
+39,021
New +$1.25M 1.11% 16

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 22.9% 1-Year Est. Return

Clarity Retirement & Wealth's SPIN Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of State Street US Equity Premium Income ETF (SPIN) in Q1 2026, closing a stake of 39,021 shares — an estimated $1.26M sold.

Clarity Retirement & Wealth first reported a position in SPIN in Q4 2025 and held it in 1 quarter. The position peaked at $1.26M in Q4 2025. 13 funds tracked by Wall St. Rank hold SPIN as of Q1 2026.

  • Clarity Retirement & Wealth reported no remaining State Street US Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Retirement & Wealth sold 39,021 State Street US Equity Premium Income ETF shares in Q1 2026, an estimated $1.26M.
  • Clarity Retirement & Wealth first reported a position in State Street US Equity Premium Income ETF in Q4 2025 and held it in 1 quarter.
  • Clarity Retirement & Wealth's State Street US Equity Premium Income ETF position peaked at $1.26M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.