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Financial Advocates Investment Management’s Spotify SPOT Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-599
Closed -$460K – 529
2025
Q2 		$460K Sell
599
-779
-57% -$500K 0.04% 381
2025
Q1 		$758K Buy
1,378
+195
+16% +$109K 0.05% 337
2024
Q4 		$529K Buy
1,183
+67
+6% +$28.7K 0.03% 433
2024
Q3 		$411K Buy
1,116
+47
+4% +$15.6K 0.02% 515
2024
Q2 		$335K Buy
+1,069
New +$322K 0.02% 552

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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's SPOT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Spotify (SPOT) in Q3 2025, closing a stake of 599 shares — an estimated $460K sold.

Financial Advocates Investment Management first reported a position in SPOT in Q2 2024 and held it in 5 quarters. The position peaked at $758K in Q1 2025. 1,351 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 599 Spotify shares in Q3 2025, an estimated $460K.
  • Financial Advocates Investment Management first reported a position in Spotify in Q2 2024 and held it in 5 quarters.
  • Financial Advocates Investment Management's Spotify position peaked at $758K in Q1 2025.
  • 1,351 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.