SS US Equity Prem Inc. ETFSPINETF

13F holders, Q4 2025 (December 31)
15holders +6
6new positions
1sold out
$32.75avg. 13F price*

At the end of Q4 2025, 15 institutions reported holding SS US Equity Prem Inc. ETF (SPIN) in their 13F filings, up 6 from Q3 2025. 6 opened new positions and 1 sold out. The largest holders were SK Wealth Management, LLC ($19.9M), Hedeker Wealth, LLC ($13.6M) and Clarity Retirement & Wealth, LLC ($1.3M).

Company
SS US Equity Prem Inc. ETF
Filed as
SSGA ACTIVE TR (Q4 2025)
CUSIP
78470P838
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q4 2024: 1Q4 2024Q1 2025: 6Q1 2025Q2 2025: 6Q2 2025Q3 2025: 9Q3 2025Q4 2025: 15Q4 2025Q1 2026: 13Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$1.8M
Exits1$263K

All 13F filers, Q3 2025 → Q4 2025: 650,560 shares bought and 12,291 shares sold, net +638,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

SK Wealth Management, LLC 5.55% Add +1712.8% 602,268 $19.9M
Hedeker Wealth, LLC 2.84% Add +5.4% 418,209 $13.6M
Clarity Retirement & Wealth, LLC 1.11% — 39,021 $1.3M
Optima Capital LLC 0.42% New 29,746 $964K
Austin Private Wealth, LLC 0.06% Add +5.8% 22,668 $735K
Old Mission Capital LLC 0.02% New 16,295 $528K
WealthPoint Financial, LLC 0.42% — 14,957 $485K
Susquehanna International Group, LLP 0.00% Reduce -24.2% 12,399 $402K
Sheets Smith Wealth Management 0.04% Add +12.6% 12,293 $398K
Thompson Davis & Co., Inc. 0.15% Add +15.0% 7,876 $255K
Envestnet Asset Management Inc. 0.00% New 7,682 $249K
Cwm, LLC 0.00% New 1,417 $46K
Sound Income Strategies, LLC 0.00% New 830 $27K
Allworth Financial LP 0.00% New 300 $10K
UBS Group AG 0.00% Add +182.6% 130 $4K

"% of holder's portfolio" is SPIN's weight in each manager's 13F, not the share of SS US Equity Prem Inc. ETF the manager owns.