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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
2026
Q2 		$158K Buy
+344
New +$164K 0.01% 570
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 0.03% 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 $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

Institute for Wealth Management's SPOT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Spotify (SPOT) in Q2 2026: 344 shares worth $158K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SPOT as recently as Q3 2025.

Institute for Wealth Management first reported a position in SPOT in Q2 2021 and has held it in 7 quarters since. The position peaked at $305K in Q4 2021. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Institute for Wealth Management held 344 shares of Spotify worth $158K as of Q2 2026.
  • Spotify was a new Institute for Wealth Management position in Q2 2026.
  • Spotify made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Institute for Wealth Management first reported a position in Spotify in Q2 2021 and has held it in 7 quarters since.
  • Institute for Wealth Management's Spotify position peaked at $305K in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.