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Gilliland Jeter Wealth Management’s Spotify SPOT Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-2
Closed -$737 – 569
2024
Q3 		$737 Hold
2
– – ﹤0.01% 634
2024
Q2 		$628 Sell
2
-4
-67% -$1.2K ﹤0.01% 649
2024
Q1 		$1.58K Buy
+6
New +$1.41K ﹤0.01% 575

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gilliland Jeter Wealth Management's SPOT Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Spotify (SPOT) in Q4 2024, closing a stake of 2 shares — an estimated $737 sold.

Gilliland Jeter Wealth Management first reported a position in SPOT in Q1 2024 and held it in 3 quarters. The position peaked at $1.58K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Spotify position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2 Spotify shares in Q4 2024, an estimated $737.
  • Gilliland Jeter Wealth Management first reported a position in Spotify in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Spotify position peaked at $1.58K in Q1 2024.
  • 1,063 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.