AWS
SPOT icon

Atria Wealth Solutions’s Spotify SPOT Stock Holding History

Atria Wealth Solutions’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 		$2.4M Sell
3,172
-1,786
-36% -$1.15M 0.05% 369
2025
Q1 		$2.73M Buy
4,958
+1,705
+52% +$953K 0.03% 523
2024
Q4 		$1.46M Buy
3,253
+420
+15% +$180K 0.02% 765
2024
Q3 		$1.04M Buy
2,833
+715
+34% +$238K 0.01% 899
2024
Q2 		$665K Buy
2,118
+923
+77% +$278K 0.01% 1084
2024
Q1 		$315K Sell
1,195
-30
-2% -$7.05K ﹤0.01% 1526
2023
Q4 		$230K Buy
+1,225
New +$214K ﹤0.01% 1682
2023
Q3 		– Sell
-1,611
Closed -$259K – 1974
2023
Q2 		$259K Buy
+1,611
New +$233K ﹤0.01% 1529

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's SPOT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Spotify (SPOT) stake by 36% in Q2 2025, selling an estimated $1.15M and leaving 3,172 shares worth $2.4M. The position accounts for 0.05% of the portfolio, ranked #369.

Atria Wealth Solutions first reported a position in SPOT in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.73M in Q1 2025. 1,330 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Atria Wealth Solutions held 3,172 shares of Spotify worth $2.4M as of Q2 2025.
  • Atria Wealth Solutions sold 1,786 Spotify shares in Q2 2025, an estimated $1.15M.
  • Spotify made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #369 holding.
  • Atria Wealth Solutions first reported a position in Spotify in Q2 2023 and has held it in 8 quarters since.
  • Atria Wealth Solutions's Spotify position peaked at $2.73M in Q1 2025.
  • 1,330 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.