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Smallwood Wealth Investment Management’s Spotify SPOT Stock Holding History

Smallwood Wealth Investment 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
Q2 		$2.29K Hold
5
– – ﹤0.01% 405
2026
Q1 		$2.42K Sell
5
-1
-17% -$502 ﹤0.01% 400
2025
Q4 		$3.48K Hold
6
– – ﹤0.01% 373
2025
Q3 		$4.19K Hold
6
– – ﹤0.01% 362
2025
Q2 		$4.6K Hold
6
– – ﹤0.01% 357
2025
Q1 		$3.3K Buy
+6
New +$3.35K ﹤0.01% 361

Other funds holding SPOT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Smallwood Wealth Investment Management's SPOT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Spotify (SPOT) position steady in Q2 2026 at 5 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Smallwood Wealth Investment Management first reported a position in SPOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.6K in Q2 2025. 292 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of Spotify worth $2.29K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Spotify share count unchanged in Q2 2026.
  • Spotify made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #405 holding.
  • Smallwood Wealth Investment Management first reported a position in Spotify in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Spotify position peaked at $4.6K in Q2 2025.
  • 292 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.