AWM
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AE Wealth Management’s Spotify SPOT Stock Holding History

AE Wealth Management’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
Q1 		$254K Sell
524
-47
-8% -$23.6K ﹤0.01% 1479
2025
Q4 		$332K Buy
571
+66
+13% +$41.3K ﹤0.01% 1263
2025
Q3 		$352K Sell
505
-95
-16% -$66.4K ﹤0.01% 1114
2025
Q2 		$461K Buy
600
+63
+12% +$40.4K ﹤0.01% 950
2025
Q1 		$295K Sell
537
-198
-27% -$111K ﹤0.01% 1094
2024
Q4 		$329K Sell
735
-122
-14% -$52.2K ﹤0.01% 1057
2024
Q3 		$316K Sell
857
-383
-31% -$127K ﹤0.01% 1006
2024
Q2 		$389K Buy
1,240
+453
+58% +$136K ﹤0.01% 951
2024
Q1 		$208K Sell
787
-1,474
-65% -$346K ﹤0.01% 1083
2023
Q4 		$484K Buy
+2,261
New +$395K ﹤0.01% 1454
2020
Q4 		– Sell
-5,209
Closed -$1.26M – 1423
2020
Q3 		$1.26M Buy
5,209
+4,103
+371% +$1.06M 0.02% 564
2020
Q2 		$286K Buy
+1,106
New +$190K ﹤0.01% 1040

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AE Wealth Management's SPOT Position: Q1 2026 in Review

AE Wealth Management reduced its Spotify (SPOT) stake by 8.2% in Q1 2026, selling an estimated $23.6K and leaving 524 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

AE Wealth Management first reported a position in SPOT in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2020. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • AE Wealth Management held 524 shares of Spotify worth $254K as of Q1 2026.
  • AE Wealth Management sold 47 Spotify shares in Q1 2026, an estimated $23.6K.
  • Spotify made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1479 holding.
  • AE Wealth Management first reported a position in Spotify in Q2 2020 and has held it in 12 quarters since.
  • AE Wealth Management's Spotify position peaked at $1.26M in Q3 2020.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.