DJYG
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David J. Yvars Group’s Spotify SPOT Stock Holding History

David J. Yvars Group’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 		$2.89M Sell
6,284
-793
-11% -$378K 1.36% 16
2026
Q1 		$3.43M Sell
7,077
-634
-8% -$318K 1.92% 12
2025
Q4 		$4.48M Sell
7,711
-258
-3% -$161K 2.38% 11
2025
Q3 		$5.56M Sell
7,969
-193
-2% -$135K 2.98% 8
2025
Q2 		$6.26M Sell
8,162
-254
-3% -$163K 3.67% 7
2025
Q1 		$4.63M Sell
8,416
-2,963
-26% -$1.66M 3.64% 7
2024
Q4 		$5.09M Sell
11,379
-32
-0.3% -$13.7K 3.11% 9
2024
Q3 		$4.21M Sell
11,411
-513
-4% -$171K 2.6% 9
2024
Q2 		$3.74M Sell
11,924
-9,503
-44% -$2.86M 2.34% 14
2024
Q1 		$5.65M Buy
21,427
+164
+0.8% +$38.5K 3.81% 7
2023
Q4 		$4M Sell
21,263
-130
-0.6% -$22.7K 3.21% 10
2023
Q3 		$3.31M Buy
21,393
+125
+0.6% +$19K 2.76% 11
2023
Q2 		$3.41M Buy
21,268
+6,468
+44% +$937K 2.82% 11
2023
Q1 		$1.98M Buy
+14,800
New +$1.69M 1.79% 17

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

David J. Yvars Group's SPOT Position: Q2 2026 in Review

David J. Yvars Group reduced its Spotify (SPOT) stake by 11% in Q2 2026, selling an estimated $378K and leaving 6,284 shares worth $2.89M. The position accounts for 1.36% of the portfolio, ranked #16.

David J. Yvars Group first reported a position in SPOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.26M in Q2 2025. 130 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • David J. Yvars Group held 6,284 shares of Spotify worth $2.89M as of Q2 2026.
  • David J. Yvars Group sold 793 Spotify shares in Q2 2026, an estimated $378K.
  • Spotify made up 1.36% of David J. Yvars Group's portfolio in Q2 2026, its #16 holding.
  • David J. Yvars Group first reported a position in Spotify in Q1 2023 and has held it in 14 quarters since.
  • David J. Yvars Group's Spotify position peaked at $6.26M in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.