SMART Wealth’s Spotify SPOT Stock Holding History

SMART Wealth’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 Q2	–	Sell	-535	Closed	-$294K	–	193
2025 Q1	$294K	Buy	+535	New	+$299K	0.11%	125

Other funds holding SPOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SMART Wealth's SPOT Position: Q2 2025 in Review

SMART Wealth sold out of Spotify (SPOT) in Q2 2025, closing a stake of 535 shares — an estimated $294K sold.

SMART Wealth first reported a position in SPOT in Q1 2025 and held it in 1 quarter. The position peaked at $294K in Q1 2025. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

SMART Wealth reported no remaining Spotify position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 535 Spotify shares in Q2 2025, an estimated $294K.
SMART Wealth first reported a position in Spotify in Q1 2025 and held it in 1 quarter.
SMART Wealth's Spotify position peaked at $294K in Q1 2025.
1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.