M3 Advisory Group’s Spotify SPOT Stock Holding History

M3 Advisory 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
2025 Q3	–	Sell	-265	Closed	-$203K	–	159
2025 Q2	$203K	Buy	+265	New	+$170K	0.14%	146
2025 Q1	–	Sell	-457	Closed	-$204K	–	150
2024 Q4	$204K	Buy	+457	New	+$196K	0.15%	141

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M3 Advisory Group's SPOT Position: Q3 2025 in Review

M3 Advisory Group sold out of Spotify (SPOT) in Q3 2025, closing a stake of 265 shares — an estimated $203K sold.

M3 Advisory Group first reported a position in SPOT in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 1,349 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

M3 Advisory Group reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
M3 Advisory Group sold 265 Spotify shares in Q3 2025, an estimated $203K.
M3 Advisory Group first reported a position in Spotify in Q4 2024 and held it in 2 quarters.
M3 Advisory Group's Spotify position peaked at $204K in Q4 2024.
1,349 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on M3 Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.