Sendero Wealth Management
SPOT icon

Sendero Wealth Management’s Spotify SPOT Stock Holding History

Sendero 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 		$2.3M Sell
4,713
-418
-8% -$213K 0.23% 72
2026
Q2 		$2.36M Buy
5,131
+1,052
+26% +$501K 0.23% 74
2026
Q1 		$1.98M Buy
+4,079
New +$2.05M 0.22% 70

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Technology Crossover Management XI
Technology Crossover Management XI Menlo Park, California $551M AUM 35.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Sendero Wealth Management reduced its Spotify (SPOT) stake by 8.1% in Q3 2026, selling an estimated $213K and leaving 4,713 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #72.

Sendero Wealth Management first reported a position in SPOT in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.36M in Q2 2026. 633 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

  • Sendero Wealth Management held 4,713 shares of Spotify worth $2.3M as of Q3 2026.
  • Sendero Wealth Management sold 418 Spotify shares in Q3 2026, an estimated $213K.
  • Spotify made up 0.23% of Sendero Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Sendero Wealth Management first reported a position in Spotify in Q1 2026 and has held it in 3 quarters since.
  • Sendero Wealth Management's Spotify position peaked at $2.36M in Q2 2026.
  • 633 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.