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Global Wealth Strategies & Associates’s Spotify SPOT Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-2
Closed -$1.1K – 451
2025
Q1 		$1.1K Buy
+2
New +$1.12K ﹤0.01% 418

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Strategies & Associates's SPOT Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Spotify (SPOT) in Q2 2025, closing a stake of 2 shares — an estimated $1.1K sold.

Global Wealth Strategies & Associates first reported a position in SPOT in Q1 2025 and held it in 1 quarter. The position peaked at $1.1K in Q1 2025. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Spotify position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2 Spotify shares in Q2 2025, an estimated $1.1K.
  • Global Wealth Strategies & Associates first reported a position in Spotify in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Spotify position peaked at $1.1K in Q1 2025.
  • 1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.