AAS
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Avantax Advisory Services’s Spotify SPOT Stock Holding History

Avantax Advisory Services’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 		$7.39M Buy
9,636
+867
+10% +$556K 0.04% 336
2025
Q1 		$4.82M Buy
8,769
+756
+9% +$423K 0.03% 423
2024
Q4 		$3.58M Buy
8,013
+1,767
+28% +$757K 0.02% 496
2024
Q3 		$2.3M Buy
6,246
+2,773
+80% +$922K 0.02% 630
2024
Q2 		$1.09M Buy
3,473
+2,647
+320% +$797K 0.01% 934
2024
Q1 		$218K Buy
+826
New +$194K ﹤0.01% 1496
2020
Q4 		– Sell
-1,009
Closed -$243K – 1309
2020
Q3 		$243K Buy
+1,009
New +$261K ﹤0.01% 1124

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

Avantax Advisory Services's SPOT Position: Q2 2025 in Review

Avantax Advisory Services increased its Spotify (SPOT) stake by 9.9% in Q2 2025, buying an estimated $556K and bringing the position to 9,636 shares worth $7.39M. The position accounts for 0.04% of the portfolio, ranked #336.

Avantax Advisory Services first reported a position in SPOT in Q3 2020 and has held it in 7 quarters since. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Avantax Advisory Services held 9,636 shares of Spotify worth $7.39M as of Q2 2025.
  • Avantax Advisory Services bought 867 Spotify shares in Q2 2025, an estimated $556K.
  • Spotify made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #336 holding.
  • Avantax Advisory Services first reported a position in Spotify in Q3 2020 and has held it in 7 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.