SWA
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SOA Wealth Advisors’s Spotify SPOT Stock Holding History

SOA Wealth 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
2026
Q2 		$5.97K Buy
+5,972
New +$2.85M ﹤0.01% 681
2025
Q4 		– Sell
-65
Closed -$45.4K – 907
2025
Q3 		$45.4K Sell
65
-35
-35% -$24.5K 0.01% 392
2025
Q2 		$76.7K Buy
+100
New +$64.2K 0.01% 303
2025
Q1 		– Sell
-27
Closed -$12.1K – 909
2024
Q4 		$12.1K Hold
27
– – ﹤0.01% 530
2024
Q3 		$9.95K Sell
27
-97
-78% -$32.3K ﹤0.01% 541
2024
Q2 		$38.9K Hold
124
– – 0.01% 340
2024
Q1 		$32.7K Hold
124
– – 0.01% 362
2023
Q4 		$23.3K Hold
124
– – 0.01% 400
2023
Q3 		$19.2K Hold
124
– – ﹤0.01% 430
2023
Q2 		$19.9K Sell
124
-10
-7% -$1.45K ﹤0.01% 431
2023
Q1 		$17.9K Hold
134
– – ﹤0.01% 444
2022
Q4 		$10.6K Hold
134
– – ﹤0.01% 512
2022
Q3 		$11K Hold
134
– – ﹤0.01% 500
2022
Q2 		$12K Hold
134
– – ﹤0.01% 474
2022
Q1 		$20K Buy
134
+97
+262% +$16.6K ﹤0.01% 468
2021
Q4 		$8K Sell
37
-13
-26% -$3.25K ﹤0.01% 607
2021
Q3 		$11K Hold
50
– – ﹤0.01% 574
2021
Q2 		$13K Hold
50
– – ﹤0.01% 534
2021
Q1 		$13K Hold
50
– – ﹤0.01% 474
2020
Q4 		$16K Buy
+50
New +$14.1K ﹤0.01% 443

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

SOA Wealth Advisors's SPOT Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Spotify (SPOT) in Q2 2026: 5,972 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in SPOT as recently as Q3 2025.

SOA Wealth Advisors first reported a position in SPOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $76.7K in Q2 2025. 1,252 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • SOA Wealth Advisors held 5,972 shares of Spotify worth $5.97K as of Q2 2026.
  • Spotify was a new SOA Wealth Advisors position in Q2 2026.
  • Spotify made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #681 holding.
  • SOA Wealth Advisors first reported a position in Spotify in Q4 2020 and has held it in 20 quarters since.
  • SOA Wealth Advisors's Spotify position peaked at $76.7K in Q2 2025.
  • 1,252 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.