BRWA
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B. Riley Wealth Advisors’s Spotify SPOT Stock Holding History

B. Riley 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
-827
Closed -$480K – 1096
2025
Q4 		$480K Sell
827
-725
-47% -$453K 0.02% 541
2025
Q3 		$1.08M Buy
1,552
+46
+3% +$32.2K 0.05% 328
2025
Q2 		$1.16M Buy
+1,506
New +$967K 0.05% 323
2024
Q4 		$459K Sell
1,026
-907
-47% -$388K 0.02% 727
2024
Q3 		$716K Buy
1,933
+560
+41% +$186K 0.02% 602
2024
Q2 		$431K Buy
+1,373
New +$413K 0.01% 884
2023
Q3 		– Sell
-1,432
Closed -$230K – 1618
2023
Q2 		$230K Buy
+1,432
New +$208K 0.01% 1277
2022
Q1 		– Sell
-2,628
Closed -$615K – 1495
2021
Q4 		$615K Buy
2,628
+943
+56% +$236K 0.02% 716
2021
Q3 		$380K Sell
1,685
-196
-10% -$46.2K 0.01% 919
2021
Q2 		$519K Buy
1,881
+77
+4% +$19.5K 0.02% 750
2021
Q1 		$484K Buy
1,804
+897
+99% +$280K 0.02% 743
2020
Q4 		$287K Buy
+907
New +$256K 0.02% 780
2020
Q1 		– Sell
-2,503
Closed -$375K – 890
2019
Q4 		$375K Sell
2,503
-496
-17% -$68.1K 0.03% 519
2019
Q3 		$342K Sell
2,999
-159
-5% -$22.4K 0.03% 541
2019
Q2 		$462K Sell
3,158
-703
-18% -$96.7K 0.05% 407
2019
Q1 		$537K Sell
3,861
-541
-12% -$74K 0.07% 317
2018
Q4 		$501K Sell
4,402
-2,077
-32% -$290K 0.07% 296
2018
Q3 		$1.17M Buy
6,479
+4,866
+302% +$893K 0.14% 165
2018
Q2 		$272K Buy
+1,613
New +$258K 0.04% 507

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

B. Riley Wealth Advisors's SPOT Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Spotify (SPOT) in Q1 2026, closing a stake of 827 shares — an estimated $480K sold.

B. Riley Wealth Advisors first reported a position in SPOT in Q2 2018 and held it in 19 quarters. The position peaked at $1.17M in Q3 2018. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 827 Spotify shares in Q1 2026, an estimated $480K.
  • B. Riley Wealth Advisors first reported a position in Spotify in Q2 2018 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Spotify position peaked at $1.17M in Q3 2018.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.