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Petra Financial Advisors’s Spotify SPOT Stock Holding History

Petra Financial 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
-1,639
Closed -$1.14M – 151
2025
Q3 		$1.14M Buy
1,639
+20
+1% +$14K 0.67% 39
2025
Q2 		$1.24M Buy
1,619
+971
+150% +$623K 0.79% 34
2025
Q1 		$356K Sell
648
-914
-59% -$511K 0.29% 78
2024
Q4 		$699K Buy
1,562
+34
+2% +$14.6K 0.48% 55
2024
Q3 		$563K Buy
+1,528
New +$508K 0.37% 75

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Petra Financial Advisors's SPOT Position: Q4 2025 in Review

Petra Financial Advisors sold out of Spotify (SPOT) in Q4 2025, closing a stake of 1,639 shares — an estimated $1.14M sold.

Petra Financial Advisors first reported a position in SPOT in Q3 2024 and held it in 5 quarters. The position peaked at $1.24M in Q2 2025. 1,321 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Petra Financial Advisors reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Petra Financial Advisors sold 1,639 Spotify shares in Q4 2025, an estimated $1.14M.
  • Petra Financial Advisors first reported a position in Spotify in Q3 2024 and held it in 5 quarters.
  • Petra Financial Advisors's Spotify position peaked at $1.24M in Q2 2025.
  • 1,321 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Petra Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.