Superior Planning, LLC’s Spotify SPOT Stock Holding History

Superior Planning, LLC’s Portfolio SPOT Stock Details SPOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$59.5K	Buy	+122	New	+$62.1K	0.02%	331

Other funds holding SPOT

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Superior Planning, LLC's SPOT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Spotify (SPOT) in Q3 2026: 122 shares worth $59.5K. The stake represents 0.02% of the portfolio and ranks #331 among its holdings.

816 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Superior Planning, LLC held 122 shares of Spotify worth $59.5K as of Q3 2026.
Spotify was a new Superior Planning, LLC position in Q3 2026.
Spotify made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #331 holding.
816 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.