Key Financial Inc’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.6K Buy
57
+15
+36% +$7.53K ﹤0.01% 657
2025
Q4
$24.4K Hold
42
﹤0.01% 677
2025
Q3
$29.4K Hold
42
0.01% 626
2025
Q2
$32.2K Hold
42
0.01% 583
2025
Q1
$23.1K Buy
42
+27
+180% +$15.1K 0.01% 629
2024
Q4
$6.71K Buy
+15
New +$6.42K ﹤0.01% 910

Other funds holding SPOT

Key Financial Inc's SPOT Position: Q1 2026 in Review

Key Financial Inc increased its Spotify (SPOT) stake by 36% in Q1 2026, buying an estimated $7.53K and bringing the position to 57 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Key Financial Inc first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.2K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Key Financial Inc held 57 shares of Spotify worth $27.6K as of Q1 2026.
  • Key Financial Inc bought 15 Spotify shares in Q1 2026, an estimated $7.53K.
  • Spotify made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #657 holding.
  • Key Financial Inc first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Key Financial Inc's Spotify position peaked at $32.2K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.