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Alliance Wealth Advisors (Utah)’s Spotify SPOT Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q3 		– Sell
-269
Closed -$206K – 302
2025
Q2 		$206K Buy
+269
New +$173K 0.05% 258

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SPOT Position: Q3 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Spotify (SPOT) in Q3 2025, closing a stake of 269 shares — an estimated $206K sold.

Alliance Wealth Advisors (Utah) first reported a position in SPOT in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 269 Spotify shares in Q3 2025, an estimated $206K.
  • Alliance Wealth Advisors (Utah) first reported a position in Spotify in Q2 2025 and held it in 1 quarter.
  • Alliance Wealth Advisors (Utah)'s Spotify position peaked at $206K in Q2 2025.
  • 1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2025, filed 10 Nov 2025.