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Clear Creek Financial Management’s Spotify SPOT Stock Holding History

Clear Creek Financial 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
2025
Q3 		– Sell
-265
Closed -$203K – 589
2025
Q2 		$203K Buy
+265
New +$170K 0.02% 513
2021
Q1 		– Sell
-4,748
Closed -$1.49M – 229
2020
Q4 		$1.49M Buy
+4,748
New +$1.34M 0.29% 72
2020
Q3 		– Sell
-1,899
Closed -$490K – 241
2020
Q2 		$490K Buy
+1,899
New +$326K 0.13% 117

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Creek Financial Management's SPOT Position: Q3 2025 in Review

Clear Creek Financial Management sold out of Spotify (SPOT) in Q3 2025, closing a stake of 265 shares — an estimated $203K sold.

Clear Creek Financial Management first reported a position in SPOT in Q2 2020 and held it in 3 quarters. The position peaked at $1.49M in Q4 2020. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Clear Creek Financial Management reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 265 Spotify shares in Q3 2025, an estimated $203K.
  • Clear Creek Financial Management first reported a position in Spotify in Q2 2020 and held it in 3 quarters.
  • Clear Creek Financial Management's Spotify position peaked at $1.49M in Q4 2020.
  • 1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.