SWM
SPIN

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

SK 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 		$8.25M Sell
245,336
-332,114
-58% -$10.6M 1.86% 14
2026
Q1 		$17.7M Sell
577,450
-24,818
-4% -$794K 4.9% 6
2025
Q4 		$19.9M Buy
602,268
+569,044
+1,713% +$18.3M 5.55% 6
2025
Q3 		$1.06M Buy
+33,224
New +$1.02M 0.4% 41

Other funds holding SPIN

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
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

SK Wealth Management's SPIN Position: Q2 2026 in Review

SK Wealth Management reduced its State Street US Equity Premium Income ETF (SPIN) stake by 58% in Q2 2026, selling an estimated $10.6M and leaving 245,336 shares worth $8.25M. The position accounts for 1.86% of the portfolio, ranked #14.

SK Wealth Management first reported a position in SPIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.9M in Q4 2025. 12 funds tracked by Wall St. Rank hold SPIN as of Q2 2026.

  • SK Wealth Management held 245,336 shares of State Street US Equity Premium Income ETF worth $8.25M as of Q2 2026.
  • SK Wealth Management sold 332,114 State Street US Equity Premium Income ETF shares in Q2 2026, an estimated $10.6M.
  • State Street US Equity Premium Income ETF made up 1.86% of SK Wealth Management's portfolio in Q2 2026, its #14 holding.
  • SK Wealth Management first reported a position in State Street US Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • SK Wealth Management's State Street US Equity Premium Income ETF position peaked at $19.9M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q2 2026.

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