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Schechter Investment Advisors’s Spotify SPOT Stock Holding History

Schechter Investment 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
2025
Q1 		$386K Buy
+701
New +$392K 0.03% 421

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schechter Investment Advisors's SPOT Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Spotify (SPOT) in Q1 2025: 701 shares worth $386K. The stake represents 0.03% of the portfolio and ranks #421 among its holdings.

1,168 funds tracked by Wall St. Rank hold SPOT as of Q1 2025.

  • Schechter Investment Advisors held 701 shares of Spotify worth $386K as of Q1 2025.
  • Spotify was a new Schechter Investment Advisors position in Q1 2025.
  • Spotify made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #421 holding.
  • 1,168 funds tracked by Wall St. Rank held Spotify as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.