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Clearstead Advisors’s Spotify SPOT Stock Holding History

Clearstead 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
Q2 		$1.13M Buy
2,470
+132
+6% +$62.9K 0.01% 517
2026
Q1 		$1.13M Sell
2,338
-65
-3% -$32.6K 0.01% 483
2025
Q4 		$1.4M Sell
2,403
-27
-1% -$16.9K 0.02% 396
2025
Q3 		$1.7M Buy
2,430
+32
+1% +$22.4K 0.02% 350
2025
Q2 		$1.84M Sell
2,398
-602
-20% -$386K 0.03% 330
2025
Q1 		$1.65M Buy
3,000
+176
+6% +$98.4K 0.03% 334
2024
Q4 		$1.26M Buy
2,824
+165
+6% +$70.7K 0.02% 365
2024
Q3 		$980K Buy
2,659
+63
+2% +$20.9K 0.02% 424
2024
Q2 		$815K Buy
2,596
+802
+45% +$241K 0.01% 433
2024
Q1 		$520K Sell
1,794
-119
-6% -$27.9K 0.03% 307
2023
Q4 		$359K Buy
1,913
+16
+0.8% +$2.79K 0.02% 369
2023
Q3 		$293K Sell
1,897
-56
-3% -$8.53K 0.02% 370
2023
Q2 		$314K Buy
1,953
+1,942
+17,655% +$281K 0.02% 365
2023
Q1 		$1.47K Sell
11
-28
-72% -$3.21K ﹤0.01% 1187
2022
Q4 		$3.08K Buy
39
+28
+255% +$2.26K ﹤0.01% 1040
2022
Q3 		$1K Sell
11
-1,087
-99% -$116K ﹤0.01% 1195
2022
Q2 		$103K Sell
1,098
-229
-17% -$25.8K 0.01% 498
2022
Q1 		$200K Buy
1,327
+225
+20% +$38.4K 0.01% 405
2021
Q4 		$258K Hold
1,102
– – 0.02% 350
2021
Q3 		$248K Hold
1,102
– – 0.02% 339
2021
Q2 		$304K Hold
1,102
– – 0.02% 292
2021
Q1 		$295K Hold
1,102
– – 0.02% 284
2020
Q4 		$347K Buy
1,102
+15
+1% +$4.23K 0.03% 241
2020
Q3 		$264K Hold
1,087
– – 0.03% 249
2020
Q2 		$281K Hold
1,087
– – 0.03% 229
2020
Q1 		$132K Buy
+1,087
New +$154K 0.02% 293

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Clearstead Advisors's SPOT Position: Q2 2026 in Review

Clearstead Advisors increased its Spotify (SPOT) stake by 5.6% in Q2 2026, buying an estimated $62.9K and bringing the position to 2,470 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #517.

Clearstead Advisors first reported a position in SPOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.84M in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Clearstead Advisors held 2,470 shares of Spotify worth $1.13M as of Q2 2026.
  • Clearstead Advisors bought 132 Spotify shares in Q2 2026, an estimated $62.9K.
  • Spotify made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #517 holding.
  • Clearstead Advisors first reported a position in Spotify in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Spotify position peaked at $1.84M in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.