Creative Planning’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.1M | Buy |
35,331
+7,262
| +26% | +$3.64M | 0.01% | 498 |
|
|
2025
Q4 | $16.3M | Sell |
28,069
-1,520
| -5% | -$950K | 0.01% | 443 |
|
|
2025
Q3 | $20.7M | Buy |
29,589
+3,110
| +12% | +$2.17M | 0.02% | 354 |
|
|
2025
Q2 | $20.3M | Buy |
26,479
+4,936
| +23% | +$3.17M | 0.02% | 337 |
|
|
2025
Q1 | $11.8M | Buy |
21,543
+7,706
| +56% | +$4.31M | 0.01% | 440 |
|
|
2024
Q4 | $6.19M | Buy |
13,837
+7,486
| +118% | +$3.21M | 0.01% | 590 |
|
|
2024
Q3 | $2.34M | Buy |
6,351
+118
| +2% | +$39.2K | ﹤0.01% | 981 |
|
|
2024
Q2 | $1.96M | Buy |
6,233
+429
| +7% | +$129K | ﹤0.01% | 994 |
|
|
2024
Q1 | $1.53M | Sell |
5,804
-640
| -10% | -$150K | ﹤0.01% | 1091 |
|
|
2023
Q4 | $1.21M | Sell |
6,444
-861
| -12% | -$150K | ﹤0.01% | 1136 |
|
|
2023
Q3 | $1.13M | Buy |
7,305
+1,550
| +27% | +$236K | ﹤0.01% | 1110 |
|
|
2023
Q2 | $924K | Buy |
5,755
+612
| +12% | +$88.7K | ﹤0.01% | 1168 |
|
|
2023
Q1 | $687K | Buy |
5,143
+100
| +2% | +$11.4K | ﹤0.01% | 1288 |
|
|
2022
Q4 | $398K | Sell |
5,043
-333
| -6% | -$26.9K | ﹤0.01% | 1547 |
|
|
2022
Q3 | $464K | Sell |
5,376
-653
| -11% | -$69.9K | ﹤0.01% | 1382 |
|
|
2022
Q2 | $566K | Buy |
6,029
+2,264
| +60% | +$255K | ﹤0.01% | 1254 |
|
|
2022
Q1 | $569K | Sell |
3,765
-11
| -0.3% | -$1.88K | ﹤0.01% | 1258 |
|
|
2021
Q4 | $884K | Sell |
3,776
-433
| -10% | -$108K | ﹤0.01% | 1007 |
|
|
2021
Q3 | $948K | Sell |
4,209
-2,967
| -41% | -$699K | ﹤0.01% | 974 |
|
|
2021
Q2 | $1.98M | Buy |
7,176
+2,704
| +60% | +$686K | ﹤0.01% | 688 |
|
|
2021
Q1 | $1.2M | Buy |
4,472
+1,215
| +37% | +$379K | ﹤0.01% | 941 |
|
|
2020
Q4 | $1.02M | Sell |
3,257
-1,388
| -30% | -$392K | ﹤0.01% | 937 |
|
|
2020
Q3 | $1.13M | Buy |
4,645
+807
| +21% | +$208K | ﹤0.01% | 753 |
|
|
2020
Q2 | $991K | Sell |
3,838
-5,369
| -58% | -$920K | ﹤0.01% | 745 |
|
|
2020
Q1 | $1.12M | Sell |
9,207
-116
| -1% | -$16.4K | ﹤0.01% | 602 |
|
|
2019
Q4 | $1.39M | Sell |
9,323
-269
| -3% | -$36.9K | ﹤0.01% | 652 |
|
|
2019
Q3 | $1.09M | Sell |
9,592
-248
| -3% | -$35K | ﹤0.01% | 715 |
|
|
2019
Q2 | $1.44M | Sell |
9,840
-1,036
| -10% | -$143K | ﹤0.01% | 606 |
|
|
2019
Q1 | $1.51M | Buy |
10,876
+6,410
| +144% | +$877K | 0.01% | 568 |
|
|
2018
Q4 | $507K | Sell |
4,466
-680
| -13% | -$95K | ﹤0.01% | 963 |
|
|
2018
Q3 | $931K | Sell |
5,146
-1,780
| -26% | -$326K | ﹤0.01% | 795 |
|
|
2018
Q2 | $1.17M | Buy |
+6,926
| New | +$1.11M | ﹤0.01% | 669 |
|
Other funds holding SPOT
Creative Planning's SPOT Position: Q1 2026 in Review
Creative Planning increased its Spotify (SPOT) stake by 26% in Q1 2026, buying an estimated $3.64M and bringing the position to 35,331 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #498.
Creative Planning first reported a position in SPOT in Q2 2018 and has held it in 32 quarters since. The position peaked at $20.7M in Q3 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.
- Creative Planning held 35,331 shares of Spotify worth $17.1M as of Q1 2026.
- Creative Planning bought 7,262 Spotify shares in Q1 2026, an estimated $3.64M.
- Spotify made up 0.01% of Creative Planning's portfolio in Q1 2026, its #498 holding.
- Creative Planning first reported a position in Spotify in Q2 2018 and has held it in 32 quarters since.
- Creative Planning's Spotify position peaked at $20.7M in Q3 2025.
- 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.