SAI
SPOT icon

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
Q1 		$727K Sell
1,500
-800
-35% -$401K 0.02% 529
2025
Q4 		$107K Buy
+2,300
New +$1.44M ﹤0.01% 988

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T 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

Savvy Advisors Inc's SPOT Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Spotify (SPOT) stake by 7.8% in Q1 2026, selling an estimated $120K and leaving 2,831 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #355.

Savvy Advisors Inc first reported a position in SPOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.3M in Q2 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Savvy Advisors Inc held 2,831 shares of Spotify worth $1.37M as of Q1 2026.
  • Savvy Advisors Inc sold 239 Spotify shares in Q1 2026, an estimated $120K.
  • Spotify made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #355 holding.
  • Savvy Advisors Inc first reported a position in Spotify in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Spotify position peaked at $2.3M in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.