KF
SPOT icon

Krilogy Financial’s Spotify SPOT Stock Holding History

Krilogy Financial’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 		$228K Buy
+429
New +$215K 0.01% 845
2025
Q4 		– Sell
-478
Closed -$296K – 981
2025
Q3 		$296K Buy
+478
New +$334K 0.01% 689
2023
Q2 		– Sell
-3,752
Closed -$501K – 364
2023
Q1 		$501K Sell
3,752
-2,190
-37% -$251K 0.04% 263
2022
Q4 		$469K Buy
+5,942
New +$479K 0.04% 259
2018
Q4 		– Sell
-400
Closed -$72K – 589
2018
Q3 		$72K Buy
+400
New +$73.4K 0.02% 267

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T 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

Krilogy Financial's SPOT Position: Q1 2026 in Review

Krilogy Financial opened a new position in Spotify (SPOT) in Q1 2026: 429 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in SPOT as recently as Q3 2025.

Krilogy Financial first reported a position in SPOT in Q3 2018 and has held it in 5 quarters since. The position peaked at $501K in Q1 2023. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Krilogy Financial held 429 shares of Spotify worth $228K as of Q1 2026.
  • Spotify was a new Krilogy Financial position in Q1 2026.
  • Spotify made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #845 holding.
  • Krilogy Financial first reported a position in Spotify in Q3 2018 and has held it in 5 quarters since.
  • Krilogy Financial's Spotify position peaked at $501K in Q1 2023.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.