OneDigital Investment Advisors’s Spotify SPOT Stock Holding History

OneDigital Investment 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
2026 Q1	$1.18M	Sell	2,433 -873	-26%	-$438K	0.01%	626
2025 Q4	$1.92M	Buy	3,306 +1,420	+75%	+$888K	0.02%	471
2025 Q3	$1.32M	Sell	1,886 -161	-8%	-$113K	0.01%	564
2025 Q2	$1.57M	Sell	2,047 -487	-19%	-$313K	0.02%	503
2025 Q1	$1.39M	Sell	2,534 -117	-4%	-$65.4K	0.02%	509
2024 Q4	$1.19M	Buy	2,651 +1,577	+147%	+$675K	0.01%	576
2024 Q3	$396K	Buy	1,074 +301	+39%	+$100K	﹤0.01%	1026
2024 Q2	$243K	Buy	+773	New	+$233K	﹤0.01%	1201
2020 Q4	–	Sell	-835	Closed	-$203K	–	735
2020 Q3	$203K	Buy	+835	New	+$216K	0.01%	551
2019 Q2	–	Sell	-700	Closed	-$97K	–	1270
2019 Q1	$97K	Sell	700 -720	-51%	-$98.5K	0.01%	375
2018 Q4	$161K	Buy	+1,420	New	+$198K	0.03%	285
2018 Q3	–	Sell	-527	Closed	-$89K	–	1206
2018 Q2	$89K	Buy	+527	New	+$84.3K	0.02%	361

Other funds holding SPOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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