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Arete Wealth Advisors’s Spotify SPOT Stock Holding History

Arete Wealth Advisors’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 		– Sell
-488
Closed -$283K – 686
2025
Q4 		$283K Buy
488
+18
+4% +$11.3K 0.02% 615
2025
Q3 		$328K Sell
470
-16
-3% -$11.2K 0.02% 563
2025
Q2 		$373K Sell
486
-354
-42% -$227K 0.03% 500
2025
Q1 		$462K Buy
840
+225
+37% +$126K 0.04% 413
2024
Q4 		$277K Buy
+615
New +$263K 0.02% 584

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

Arete Wealth Advisors's SPOT Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Spotify (SPOT) in Q1 2026, closing a stake of 488 shares — an estimated $283K sold.

Arete Wealth Advisors first reported a position in SPOT in Q4 2024 and held it in 5 quarters. The position peaked at $462K in Q1 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 488 Spotify shares in Q1 2026, an estimated $283K.
  • Arete Wealth Advisors first reported a position in Spotify in Q4 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Spotify position peaked at $462K in Q1 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.