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Anderson Financial Strategies’s Spotify SPOT Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-1,091
Closed -$600K – 183
2025
Q1 		$600K Buy
+1,091
New +$610K 0.37% 31

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anderson Financial Strategies's SPOT Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Spotify (SPOT) in Q2 2025, closing a stake of 1,091 shares — an estimated $600K sold.

Anderson Financial Strategies first reported a position in SPOT in Q1 2025 and held it in 1 quarter. The position peaked at $600K in Q1 2025. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Spotify position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,091 Spotify shares in Q2 2025, an estimated $600K.
  • Anderson Financial Strategies first reported a position in Spotify in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Spotify position peaked at $600K in Q1 2025.
  • 1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.