RWM
SPOT icon

Ritholtz Wealth Management’s Spotify SPOT Stock Holding History

Ritholtz Wealth Management’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 		$1.99M Sell
4,110
-2,381
-37% -$1.19M 0.03% 373
2025
Q4 		$3.77M Sell
6,491
-589
-8% -$368K 0.07% 206
2025
Q3 		$4.94M Buy
7,080
+194
+3% +$136K 0.1% 133
2025
Q2 		$5.28M Buy
6,886
+98
+1% +$62.9K 0.12% 104
2025
Q1 		$3.73M Buy
6,788
+1,052
+18% +$588K 0.11% 128
2024
Q4 		$2.57M Buy
5,736
+1,241
+28% +$531K 0.08% 185
2024
Q3 		$1.66M Buy
4,495
+1,765
+65% +$587K 0.05% 271
2024
Q2 		$857K Buy
2,730
+1,154
+73% +$347K 0.03% 382
2024
Q1 		$416K Buy
+1,576
New +$370K 0.01% 558

Other funds holding SPOT

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