LPL Financial’s State Street US Equity Premium Income ETF SPIN Stock Holding History

LPL Financial’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 Q3	$205K	Buy	+6,114	New	+$202K	﹤0.01%	5814

Other funds holding SPIN

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return

Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial's SPIN Position: Q3 2026 in Review

LPL Financial opened a new position in State Street US Equity Premium Income ETF (SPIN) in Q3 2026: 6,114 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #5814 among its holdings.

10 funds tracked by Wall St. Rank hold SPIN as of Q3 2026.

LPL Financial held 6,114 shares of State Street US Equity Premium Income ETF worth $205K as of Q3 2026.
State Street US Equity Premium Income ETF was a new LPL Financial position in Q3 2026.
State Street US Equity Premium Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5814 holding.
10 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.