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
Q2 		$325K Buy
708
+184
+35% +$87.7K ﹤0.01% 1447
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

AE Wealth Management's SPOT Position: Q2 2026 in Review

AE Wealth Management increased its Spotify (SPOT) stake by 35% in Q2 2026, buying an estimated $87.7K and bringing the position to 708 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

AE Wealth Management first reported a position in SPOT in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.26M in Q3 2020. 1,254 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • AE Wealth Management held 708 shares of Spotify worth $325K as of Q2 2026.
  • AE Wealth Management bought 184 Spotify shares in Q2 2026, an estimated $87.7K.
  • Spotify made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1447 holding.
  • AE Wealth Management first reported a position in Spotify in Q2 2020 and has held it in 13 quarters since.
  • AE Wealth Management's Spotify position peaked at $1.26M in Q3 2020.
  • 1,254 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.