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IFG Advisory’s Spotify SPOT Stock Holding History

IFG Advisory’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 		$17K Buy
+37
New +$17.6K ﹤0.01% 1688
2025
Q1 		– Sell
-533
Closed -$238K – 722
2024
Q4 		$238K Buy
+533
New +$228K 0.01% 597

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 $1.89T AUM 35.08% 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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

IFG Advisory's SPOT Position: Q2 2026 in Review

IFG Advisory opened a new position in Spotify (SPOT) in Q2 2026: 37 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPOT as recently as Q4 2024.

IFG Advisory first reported a position in SPOT in Q4 2024 and has held it in 2 quarters since. The position peaked at $238K in Q4 2024. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • IFG Advisory held 37 shares of Spotify worth $17K as of Q2 2026.
  • Spotify was a new IFG Advisory position in Q2 2026.
  • Spotify made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1688 holding.
  • IFG Advisory first reported a position in Spotify in Q4 2024 and has held it in 2 quarters since.
  • IFG Advisory's Spotify position peaked at $238K in Q4 2024.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.