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Savvy Advisors Inc’s Spotify SPOT Stock Holding History

Savvy Advisors Inc’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 		$3.21M Buy
6,995
+4,164
+147% +$1.99M 0.07% 225
2026
Q1 		$1.37M Sell
2,831
-239
-8% -$120K 0.04% 355
2025
Q4 		$1.78M Buy
3,070
+80
+3% +$50K 0.06% 247
2025
Q3 		$2.09M Sell
2,990
-10
-0.3% -$6.99K 0.1% 151
2025
Q2 		$2.3M Buy
3,000
+441
+17% +$283K 0.15% 100
2025
Q1 		$1.41M Buy
2,559
+2,055
+408% +$1.15M 0.14% 121
2024
Q4 		$225K Buy
+504
New +$216K 0.03% 402

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Savvy Advisors Inc's SPOT Position: Q2 2026 in Review

Savvy Advisors Inc increased its Spotify (SPOT) stake by 147% in Q2 2026, buying an estimated $1.99M and bringing the position to 6,995 shares worth $3.21M. The position accounts for 0.07% of the portfolio, ranked #225.

Savvy Advisors Inc first reported a position in SPOT in Q4 2024 and has held it in 7 quarters since. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Savvy Advisors Inc held 6,995 shares of Spotify worth $3.21M as of Q2 2026.
  • Savvy Advisors Inc bought 4,164 Spotify shares in Q2 2026, an estimated $1.99M.
  • Spotify made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #225 holding.
  • Savvy Advisors Inc first reported a position in Spotify in Q4 2024 and has held it in 7 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.