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Aspetuck Financial Management’s Spotify SPOT Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-20
Closed -$8.95K – 167
2024
Q4 		$8.95K Buy
+20
New +$8.56K 0.01% 170

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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Jennison Associates
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aspetuck Financial Management's SPOT Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Spotify (SPOT) in Q1 2025, closing a stake of 20 shares — an estimated $8.95K sold.

Aspetuck Financial Management first reported a position in SPOT in Q4 2024 and held it in 1 quarter. The position peaked at $8.95K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold SPOT as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Spotify position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 20 Spotify shares in Q1 2025, an estimated $8.95K.
  • Aspetuck Financial Management first reported a position in Spotify in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Spotify position peaked at $8.95K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Spotify as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.