HWM
SPOT icon

HB Wealth Management’s Spotify SPOT Stock Holding History

HB 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
Q1 		$1.71M Buy
3,523
+800
+29% +$401K 0.01% 474
2025
Q4 		$1.58M Sell
2,723
-247
-8% -$154K 0.01% 473
2025
Q3 		$2.07M Buy
2,970
+261
+10% +$183K 0.01% 405
2025
Q2 		$2.08M Buy
2,709
+204
+8% +$131K 0.02% 367
2025
Q1 		$1.38M Buy
2,505
+784
+46% +$438K 0.01% 464
2024
Q4 		$770K Buy
1,721
+569
+49% +$244K 0.01% 480
2024
Q3 		$425K Buy
1,152
+119
+12% +$39.6K ﹤0.01% 645
2024
Q2 		$324K Buy
1,033
+84
+9% +$25.3K ﹤0.01% 688
2024
Q1 		$250K Buy
+949
New +$223K ﹤0.01% 720

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