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Sheets Smith Wealth Management’s Spotify SPOT Stock Holding History

Sheets Smith 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
2025
Q3 		– Sell
-1,008
Closed -$773K – 425
2025
Q2 		$773K Buy
+1,008
New +$647K 0.09% 210

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's SPOT Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Spotify (SPOT) in Q3 2025, closing a stake of 1,008 shares — an estimated $773K sold.

Sheets Smith Wealth Management first reported a position in SPOT in Q2 2025 and held it in 1 quarter. The position peaked at $773K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold SPOT as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Spotify position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,008 Spotify shares in Q3 2025, an estimated $773K.
  • Sheets Smith Wealth Management first reported a position in Spotify in Q2 2025 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Spotify position peaked at $773K in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Spotify as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.