Cassady Schiller Wealth Management’s Spotify SPOT Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$2.68K	Buy	+6	New	+$2.57K	﹤0.01%	525

Other funds holding SPOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cassady Schiller Wealth Management's SPOT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Spotify (SPOT) in Q4 2024: 6 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

1,061 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

Cassady Schiller Wealth Management held 6 shares of Spotify worth $2.68K as of Q4 2024.
Spotify was a new Cassady Schiller Wealth Management position in Q4 2024.
Spotify made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #525 holding.
1,061 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.