Mutual Advisors’s Spotify SPOT Stock Holding History

Mutual Advisors’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 Q4	–	Sell	-431	Closed	-$290K	–	1338
2025 Q3	$290K	Sell	431 -35	-8%	-$24.5K	0.01%	1067
2025 Q2	$323K	Buy	466 +126	+37%	+$80.9K	0.01%	956
2025 Q1	$211K	Buy	+340	New	+$190K	0.01%	1016

Other funds holding SPOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Mutual Advisors's SPOT Position: Q4 2025 in Review

Mutual Advisors sold out of Spotify (SPOT) in Q4 2025, closing a stake of 431 shares — an estimated $290K sold.

Mutual Advisors first reported a position in SPOT in Q1 2025 and held it in 3 quarters. The position peaked at $323K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

Mutual Advisors reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
Mutual Advisors sold 431 Spotify shares in Q4 2025, an estimated $290K.
Mutual Advisors first reported a position in Spotify in Q1 2025 and held it in 3 quarters.
Mutual Advisors's Spotify position peaked at $323K in Q2 2025.
1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.