Sheets Smith Wealth Management’s State Street US Equity Premium Income ETF SPIN Stock Holding History

Sheets Smith Wealth Management’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	$366K	Sell	11,377 -120	-1%	-$3.82K	0.04%	328
2026 Q1	$351K	Sell	11,497 -796	-6%	-$25.5K	0.04%	329
2025 Q4	$398K	Buy	12,293 +1,371	+13%	+$44K	0.04%	309
2025 Q3	$345K	Buy	10,922 +2,632	+32%	+$80.5K	0.04%	321
2025 Q2	$247K	Hold	8,290	–	–	0.03%	366
2025 Q1	$243K	Buy	+8,290	New	+$255K	0.03%	325

Other funds holding SPIN

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

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sheets Smith Wealth Management's SPIN Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its State Street US Equity Premium Income ETF (SPIN) stake by 1% in Q2 2026, selling an estimated $3.82K and leaving 11,377 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #328.

Sheets Smith Wealth Management first reported a position in SPIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $398K in Q4 2025. 12 funds tracked by Wall St. Rank hold SPIN as of Q2 2026.

Sheets Smith Wealth Management held 11,377 shares of State Street US Equity Premium Income ETF worth $366K as of Q2 2026.
Sheets Smith Wealth Management sold 120 State Street US Equity Premium Income ETF shares in Q2 2026, an estimated $3.82K.
State Street US Equity Premium Income ETF made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #328 holding.
Sheets Smith Wealth Management first reported a position in State Street US Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
Sheets Smith Wealth Management's State Street US Equity Premium Income ETF position peaked at $398K in Q4 2025.
12 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.