Golden State Wealth Management’s Spotify SPOT Stock Holding History

Golden State 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
2026 Q2	$69.8K	Sell	152 -7	-4%	-$3.34K	0.01%	651
2026 Q1	$77.1K	Hold	159	–	–	0.01%	576
2025 Q4	$92.3K	Buy	159 +5	+3%	+$3.13K	0.01%	541
2025 Q3	$107K	Hold	154	–	–	0.01%	490
2025 Q2	$118K	Hold	154	–	–	0.01%	448
2025 Q1	$84.7K	Hold	154	–	–	0.01%	487
2024 Q4	$68.9K	Buy	+154	New	+$65.9K	0.01%	514
2019 Q4	–	Sell	-30	Closed	-$3K	–	802
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	935
2019 Q2	$4K	Hold	30	–	–	﹤0.01%	914
2019 Q1	$4K	Buy	+30	New	+$4.1K	﹤0.01%	956

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Golden State Wealth Management's SPOT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Spotify (SPOT) stake by 4.4% in Q2 2026, selling an estimated $3.34K and leaving 152 shares worth $69.8K. The position accounts for 0.01% of the portfolio, ranked #651.

Golden State Wealth Management first reported a position in SPOT in Q1 2019 and has held it in 10 quarters since. The position peaked at $118K in Q2 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

Golden State Wealth Management held 152 shares of Spotify worth $69.8K as of Q2 2026.
Golden State Wealth Management sold 7 Spotify shares in Q2 2026, an estimated $3.34K.
Spotify made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #651 holding.
Golden State Wealth Management first reported a position in Spotify in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Spotify position peaked at $118K in Q2 2025.
1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.