WF
SPIN

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

WealthPoint 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
Q2 		$671K Buy
20,859
+2,674
+15% +$85.2K 0.49% 48
2026
Q1 		$555K Buy
18,185
+3,228
+22% +$103K 0.46% 53
2025
Q4 		$485K Buy
+14,957
New +$480K 0.42% 54

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
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
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

WealthPoint Financial's SPIN Position: Q2 2026 in Review

WealthPoint Financial increased its State Street US Equity Premium Income ETF (SPIN) stake by 15% in Q2 2026, buying an estimated $85.2K and bringing the position to 20,859 shares worth $671K. The position accounts for 0.49% of the portfolio, ranked #48.

WealthPoint Financial first reported a position in SPIN in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold SPIN as of Q2 2026.

  • WealthPoint Financial held 20,859 shares of State Street US Equity Premium Income ETF worth $671K as of Q2 2026.
  • WealthPoint Financial bought 2,674 State Street US Equity Premium Income ETF shares in Q2 2026, an estimated $85.2K.
  • State Street US Equity Premium Income ETF made up 0.49% of WealthPoint Financial's portfolio in Q2 2026, its #48 holding.
  • WealthPoint Financial first reported a position in State Street US Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held State Street US Equity Premium Income ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.