IFWM
SPOT icon

Institute for Wealth Management’s Spotify SPOT Stock Holding History

Institute for 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
2025
Q4 		– Sell
-316
Closed -$221K – 583
2025
Q3 		$221K Sell
316
-3
-0.9% -$2.1K 0.02% 531
2025
Q2 		$245K Buy
+319
New +$205K 0.03% 487
2022
Q2 		– Sell
-1,431
Closed -$216K – 555
2022
Q1 		$216K Buy
1,431
+126
+10% +$21.5K 0.04% 498
2021
Q4 		$305K Buy
1,305
+222
+20% +$55.5K 0.05% 374
2021
Q3 		$244K Buy
1,083
+105
+11% +$24.8K 0.04% 419
2021
Q2 		$270K Buy
+978
New +$248K 0.05% 394

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return