CX Institutional’s Spotify SPOT Stock Holding History

CX Institutional’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	$17K	Buy	+37	New	+$17.6K	﹤0.01%	1209
2026 Q1	–	Sell	-8	Closed	-$5K	–	1650
2025 Q4	$5K	Buy	+8	New	+$5K	﹤0.01%	1282
2021 Q4	–	Sell	-47	Closed	-$11K	–	818
2021 Q3	$11K	Hold	47	–	–	﹤0.01%	823
2021 Q2	$13K	Hold	47	–	–	﹤0.01%	805
2021 Q1	$13K	Buy	47 +18	+62%	+$5.61K	﹤0.01%	738
2020 Q4	$9K	Sell	29 -62	-68%	-$17.5K	﹤0.01%	740
2020 Q3	$22K	Buy	91 +62	+214%	+$16K	﹤0.01%	527
2020 Q2	$7K	Hold	29	–	–	﹤0.01%	623
2020 Q1	$4K	Hold	29	–	–	﹤0.01%	588
2019 Q4	$4K	Hold	29	–	–	﹤0.01%	598
2019 Q3	$3K	Hold	29	–	–	﹤0.01%	692
2019 Q2	$4K	Sell	29 -191	-87%	-$26.3K	﹤0.01%	667
2019 Q1	$31K	Buy	+220	New	+$30.1K	0.01%	363

Other funds holding SPOT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

KGAMU

KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

CX Institutional's SPOT Position: Q2 2026 in Review

CX Institutional opened a new position in Spotify (SPOT) in Q2 2026: 37 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings. This is a return to the name: CX Institutional previously reported a position in SPOT as recently as Q4 2025.

CX Institutional first reported a position in SPOT in Q1 2019 and has held it in 13 quarters since. The position peaked at $31K in Q1 2019. 145 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

CX Institutional held 37 shares of Spotify worth $17K as of Q2 2026.
Spotify was a new CX Institutional position in Q2 2026.
Spotify made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1209 holding.
CX Institutional first reported a position in Spotify in Q1 2019 and has held it in 13 quarters since.
CX Institutional's Spotify position peaked at $31K in Q1 2019.
145 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.