Creative Planning
SPOT icon

Creative Planning’s Spotify SPOT Stock Holding History

Creative Planning’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
2023
Q3 		– Sell
-100
Closed -$9.32K – 3030
2023
Q2 		$9.32K Buy
+100
New +$14.5K ﹤0.01% 2546
2021
Q2 		– Sell
-500
Closed -$9K – 2529
2021
Q1 		$9K Hold
500
– – ﹤0.01% 2487
2020
Q4 		$21K Hold
500
– – ﹤0.01% 2182
2020
Q3 		$9K Sell
500
-300
-38% -$77.5K ﹤0.01% 2025
2020
Q2 		$20K Buy
+800
New +$137K ﹤0.01% 1830
2020
Q1 		– Sell
-200
Closed -$1K – 2063
2019
Q4 		$1K Buy
+200
New +$27.5K ﹤0.01% 1981

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.