SPIN Institutional Ownership
State Street US Equity Premium Income ETF
1W: -0.2%
1M: +1.4%
3M: +3.9%
YTD: +4.5%
1Y: +7.3%
$33.62
+0.18 (+0.54%)
Weekly Expected Move ±1.5%
$33
$33
$34
$34
$35
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — SPIN
16
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
4
New Positions
7
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hedeker Wealth, LLC | 454,843 | $15M | +3,094 | +0.7% | 4Q | SEC ↗ |
| 2 | SK Wealth Management, LLC | 245,336 | $8M | -332,114 | -57.5% | 4Q | SEC ↗ |
| 3 | OPTIMA CAPITAL LLC | 45,158 | $2M | +8,438 | +23.0% | 3Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,013 | $1M | +3,246 | +10.6% | 7Q | SEC ↗ |
| 5 | Cerity Partners LLC | 24,102 | $810K | +382 | +1.6% | 2Q | SEC ↗ |
| 6 | WealthPoint Financial, LLC | 20,859 | $701K | +2,674 | +14.7% | 3Q | SEC ↗ |
| 7 | THOMPSON DAVIS & CO., INC. | 14,897 | $501K | +5,007 | +50.6% | 4Q | SEC ↗ |
| 8 | SHEETS SMITH WEALTH MANAGEMENT | 11,377 | $382K | -120 | -1.0% | 6Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 10,491 | $353K | +2,149 | +25.8% | 3Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC NEW | 6,779 | $228K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC NEW | 1,880 | $63K | — | +0.0% | 1Q | SEC ↗ |
| 12 | CWM, LLC | 1,417 | $48K | — | +0.0% | 2Q | SEC ↗ |
| 13 | HARBOUR INVESTMENTS, INC. NEW | 1,303 | $44K | — | +0.0% | 1Q | SEC ↗ |
| 14 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 15 | OLD MISSION CAPITAL LLC | 0 | $0K | -15,461 | -100.0% | 2Q | SEC ↗ |
| 16 | Allworth Financial LP | 0 | $0K | -400 | -100.0% | 2Q | SEC ↗ |
| 17 | Avior Wealth Management, LLC | 0 | $0K | -7,500 | -100.0% | 1Q | SEC ↗ |
| 18 | UBS Group AG | 0 | $0K | -130 | -100.0% | 3Q | SEC ↗ |
| 19 | Sound Income Strategies, LLC | 0 | $0K | -830 | -100.0% | 1Q | SEC ↗ |
| 20 | Clarity Retirement & Wealth, LLC | 0 | $0K | -39,021 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 6,779 | $228K |
| Integrated Wealth Concepts LLC | 1,880 | $63K |
| HARBOUR INVESTMENTS, INC. | 1,303 | $44K |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clarity Retirement & Wealth, LLC | 39,021 | $1M |
| OLD MISSION CAPITAL LLC | 15,461 | $520K |
| Avior Wealth Management, LLC | 7,500 | $252K |
| Sound Income Strategies, LLC | 830 | $28K |
| Allworth Financial LP | 400 | $13K |
| UBS Group AG | 130 | $4K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OPTIMA CAPITAL LLC | +8,438 | +23.0% | 45,158 |
| THOMPSON DAVIS & CO., INC. | +5,007 | +50.6% | 14,897 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,246 | +10.6% | 34,013 |
| Hedeker Wealth, LLC | +3,094 | +0.7% | 454,843 |
| WealthPoint Financial, LLC | +2,674 | +14.7% | 20,859 |
| ENVESTNET ASSET MANAGEMENT INC | +2,149 | +25.8% | 10,491 |
| Cerity Partners LLC | +382 | +1.6% | 24,102 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SK Wealth Management, LLC | -332,114 | -57.5% | 245,336 |
| SHEETS SMITH WEALTH MANAGEMENT | -120 | -1.0% | 11,377 |