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 Q3	$2.45M	Buy	5,019 +41	+0.8%	+$20.9K	0.04%	372
2026 Q2	$2.29M	Buy	4,978 +868	+21%	+$414K	0.03%	386
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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Ritholtz Wealth Management's SPOT Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Spotify (SPOT) stake by 0.82% in Q3 2026, buying an estimated $20.9K and bringing the position to 5,019 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #372.

Ritholtz Wealth Management first reported a position in SPOT in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.28M in Q2 2025. 633 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Ritholtz Wealth Management held 5,019 shares of Spotify worth $2.45M as of Q3 2026.
Ritholtz Wealth Management bought 41 Spotify shares in Q3 2026, an estimated $20.9K.
Spotify made up 0.04% of Ritholtz Wealth Management's portfolio in Q3 2026, its #372 holding.
Ritholtz Wealth Management first reported a position in Spotify in Q1 2024 and has held it in 11 quarters since.
Ritholtz Wealth Management's Spotify position peaked at $5.28M in Q2 2025.
633 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.