EF
SPOT icon

Empowered Funds’s Spotify SPOT Stock Holding History

Empowered Funds’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
Q1 		$2.18M Sell
4,489
-1,306
-23% -$655K 0.01% 1063
2025
Q4 		$3.37M Sell
5,795
-9,308
-62% -$5.82M 0.06% 354
2025
Q3 		$10.5M Buy
15,103
+1,244
+9% +$870K 0.11% 208
2025
Q2 		$10.6M Sell
13,859
-879
-6% -$564K 0.12% 179
2025
Q1 		$8.11M Sell
14,738
-2,356
-14% -$1.32M 0.12% 215
2024
Q4 		$7.65M Sell
17,094
-947
-5% -$406K 0.11% 243
2024
Q3 		$6.65M Buy
18,041
+754
+4% +$251K 0.1% 276
2024
Q2 		$5.42M Sell
17,287
-1,807
-9% -$544K 0.09% 279
2024
Q1 		$5.04M Sell
19,094
-271
-1% -$63.7K 0.09% 304
2023
Q4 		$3.64M Buy
19,365
+16,715
+631% +$2.92M 0.09% 313
2023
Q3 		$410K Buy
2,650
+342
+15% +$52.1K 0.01% 977
2023
Q2 		$371K Buy
2,308
+338
+17% +$49K 0.01% 901
2023
Q1 		$263K Buy
+1,970
New +$226K 0.02% 469
2022
Q2 		– Sell
-2,683
Closed -$405K – 331
2022
Q1 		$405K Buy
2,683
+280
+12% +$47.8K 0.04% 232
2021
Q4 		$562K Buy
2,403
+669
+39% +$167K 0.06% 219
2021
Q3 		$391K Sell
1,734
-1,855
-52% -$437K 0.05% 200
2021
Q2 		$989K Buy
+3,589
New +$911K 0.13% 153

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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