Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Cetera Investment Advisers’s
Spotify
SPOT
Stock Holding History
Cetera Investment Advisers’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
$19.5M
Buy
40,231
+3,420
+9%
+$1.72M
0.02%
693
2025
Q4
$21.4M
Sell
36,811
-1,201
-3%
-$751K
0.02%
639
2025
Q3
$26.5M
Buy
38,012
+11,803
+45%
+$8.25M
0.03%
530
2025
Q2
$20.1M
Buy
26,209
+2,696
+11%
+$1.73M
0.03%
519
2025
Q1
$12.9M
Buy
23,513
+2,917
+14%
+$1.63M
0.03%
643
2024
Q4
$9.21M
Sell
20,596
-1,401
-6%
-$600K
0.02%
745
2024
Q3
$8.11M
Buy
21,997
+933
+4%
+$310K
0.02%
784
2024
Q2
$6.61M
Buy
21,064
+7,732
+58%
+$2.33M
0.02%
858
2024
Q1
$3.52M
Buy
13,332
+6,502
+95%
+$1.53M
0.01%
1181
2023
Q4
$1.28M
Sell
6,830
-275
-4%
-$48K
0.01%
965
2023
Q3
$1.1M
Buy
7,105
+2,320
+48%
+$353K
0.01%
1008
2023
Q2
$768K
Buy
4,785
+2,718
+131%
+$394K
0.01%
1200
2023
Q1
$276K
Buy
+2,067
New
+$237K
﹤0.01%
1748
2022
Q2
–
Sell
-8,063
Closed
-$1.22M
–
1944
2022
Q1
$1.22M
Buy
8,063
+228
+3%
+$38.9K
0.02%
749
2021
Q4
$1.83M
Sell
7,835
-214
-3%
-$53.5K
0.03%
584
2021
Q3
$1.81M
Buy
8,049
+398
+5%
+$93.8K
0.03%
549
2021
Q2
$2.11M
Buy
7,651
+3,849
+101%
+$977K
0.03%
491
2021
Q1
$1.02M
Sell
3,802
-2,852
-43%
-$889K
0.02%
667
2020
Q4
$2.09M
Buy
+6,654
New
+$1.88M
0.04%
413
Other funds holding SPOT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close