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
2020
Q1 		– Sell
-15,000
Closed -$1K – 2064
2019
Q4 		$1K Hold
15,000
– – ﹤0.01% 1982
2019
Q3 		$9K Hold
15,000
– – ﹤0.01% 1908
2019
Q2 		$13K Hold
15,000
– – ﹤0.01% 1919
2019
Q1 		$24K Hold
15,000
– – ﹤0.01% 1831
2018
Q4 		$91K Sell
15,000
-20,000
-57% -$2.8M ﹤0.01% 1642
2018
Q3 		$19K Hold
35,000
– – ﹤0.01% 1955
2018
Q2 		$48K Buy
+35,000
New +$5.6M ﹤0.01% 1855

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

Creative Planning's SPOT Position: Q2 2026 in Review

Creative Planning reduced its Spotify (SPOT) stake by 0.6% in Q2 2026, selling an estimated $101K and leaving 35,120 shares worth $16.1M. The position accounts for 0.01% of the portfolio, ranked #600.

Creative Planning first reported a position in SPOT in Q2 2018 and has held it in 33 quarters since. The position peaked at $20.7M in Q3 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Creative Planning held 35,120 shares of Spotify worth $16.1M as of Q2 2026.
  • Creative Planning sold 211 Spotify shares in Q2 2026, an estimated $101K.
  • Spotify made up 0.01% of Creative Planning's portfolio in Q2 2026, its #600 holding.
  • Creative Planning first reported a position in Spotify in Q2 2018 and has held it in 33 quarters since.
  • Creative Planning's Spotify position peaked at $20.7M in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.