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Plante Moran Financial Advisors’s Spotify SPOT Stock Holding History

Plante Moran 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
2026
Q2 		$1.84K Buy
4
+3
+300% +$1.43K ﹤0.01% 758
2026
Q1 		$659 Hold
1
– – ﹤0.01% 680
2025
Q4 		$790 Sell
1
-2
-67% -$1.25K ﹤0.01% 753
2025
Q3 		$2.35K Buy
+3
New +$2.1K ﹤0.01% 666
2025
Q2 		– Sell
-75
Closed -$41.3K – 849
2025
Q1 		$41.3K Buy
+75
New +$41.9K ﹤0.01% 370
2022
Q2 		– Sell
-102
Closed -$15K – 1052
2022
Q1 		$15K Sell
102
-155
-60% -$26.5K ﹤0.01% 549
2021
Q4 		$60K Buy
257
+55
+27% +$13.8K 0.01% 325
2021
Q3 		$46K Hold
202
– – 0.01% 399
2021
Q2 		$56K Hold
202
– – 0.01% 345
2021
Q1 		$54K Buy
202
+200
+10,000% +$62.3K 0.01% 347
2020
Q4 		$1K Hold
2
– – ﹤0.01% 853
2020
Q3 		$0 Hold
2
– – ﹤0.01% 895
2020
Q2 		$1K Hold
2
– – ﹤0.01% 720
2020
Q1 		$0 Buy
+2
New +$283 ﹤0.01% 829

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

Plante Moran Financial Advisors's SPOT Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Spotify (SPOT) stake by 300% in Q2 2026, buying an estimated $1.43K and bringing the position to 4 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Plante Moran Financial Advisors first reported a position in SPOT in Q1 2020 and has held it in 14 quarters since. The position peaked at $60K in Q4 2021. 626 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Plante Moran Financial Advisors held 4 shares of Spotify worth $1.84K as of Q2 2026.
  • Plante Moran Financial Advisors bought 3 Spotify shares in Q2 2026, an estimated $1.43K.
  • Spotify made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #758 holding.
  • Plante Moran Financial Advisors first reported a position in Spotify in Q1 2020 and has held it in 14 quarters since.
  • Plante Moran Financial Advisors's Spotify position peaked at $60K in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.