Next Level Wealth Planning’s Spotify SPOT Stock Holding History

Next Level Wealth Planning’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 Q3	$12.7K	Buy	+26	New	+$13.2K	0.01%	316

Other funds holding SPOT

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Technology Crossover Management XI Menlo Park, California $551M AUM 35.69% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Next Level Wealth Planning's SPOT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Spotify (SPOT) in Q3 2026: 26 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

573 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Next Level Wealth Planning held 26 shares of Spotify worth $12.7K as of Q3 2026.
Spotify was a new Next Level Wealth Planning position in Q3 2026.
Spotify made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #316 holding.
573 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.