Centerpoint Advisory Group’s Spotify SPOT Stock Holding History

Centerpoint Advisory Group’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 Q3	–	Sell	-270	Closed	-$207K	–	111
2025 Q2	$207K	Buy	+270	New	+$173K	0.18%	97

Other funds holding SPOT

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

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

Centerpoint Advisory Group's SPOT Position: Q3 2025 in Review

Centerpoint Advisory Group sold out of Spotify (SPOT) in Q3 2025, closing a stake of 270 shares — an estimated $207K sold.

Centerpoint Advisory Group first reported a position in SPOT in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

Centerpoint Advisory Group reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
Centerpoint Advisory Group sold 270 Spotify shares in Q3 2025, an estimated $207K.
Centerpoint Advisory Group first reported a position in Spotify in Q2 2025 and held it in 1 quarter.
Centerpoint Advisory Group's Spotify position peaked at $207K in Q2 2025.
1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Centerpoint Advisory Group's 13F filing for Q3 2025, filed 4 Nov 2025.