IWC
SPIN

Integrated Wealth Concepts’s State Street US Equity Premium Income ETF SPIN Stock Holding History

Integrated Wealth Concepts’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 		$60.5K Buy
+1,880
New +$59.9K ﹤0.01% 3212

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
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Integrated Wealth Concepts's SPIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in State Street US Equity Premium Income ETF (SPIN) in Q2 2026: 1,880 shares worth $60.5K. The stake represents ﹤0.01% of the portfolio and ranks #3212 among its holdings.

11 funds tracked by Wall St. Rank hold SPIN as of Q2 2026.

  • Integrated Wealth Concepts held 1,880 shares of State Street US Equity Premium Income ETF worth $60.5K as of Q2 2026.
  • State Street US Equity Premium Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • State Street US Equity Premium Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3212 holding.
  • 11 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.