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 $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.