LSAG
SPOT icon

Lake Street Advisors Group’s Spotify SPOT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$1.21M Buy
2,707
+1,223
+82% +$524K 0.06% 199
2024
Q3 		$547K Buy
+1,484
New +$493K 0.03% 315

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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 $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's SPOT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Spotify (SPOT) stake by 82% in Q4 2024, buying an estimated $524K and bringing the position to 2,707 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #199.

Lake Street Advisors Group first reported a position in SPOT in Q3 2024 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold SPOT as of Q4 2024.

  • Lake Street Advisors Group held 2,707 shares of Spotify worth $1.21M as of Q4 2024.
  • Lake Street Advisors Group bought 1,223 Spotify shares in Q4 2024, an estimated $524K.
  • Spotify made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #199 holding.
  • Lake Street Advisors Group first reported a position in Spotify in Q3 2024 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Spotify as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.