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Spahn Wealth & Retirement’s Spotify SPOT Stock Holding History

Spahn Wealth & Retirement’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
Q1 		– Sell
-5,363
Closed -$3.11M – 39
2025
Q4 		$3.11M Sell
5,363
-904
-14% -$565K 1.93% 21
2025
Q3 		$4.37M Sell
6,267
-100
-2% -$69.9K 2.59% 17
2025
Q2 		$4.89M Buy
6,367
+1,302
+26% +$836K 3.14% 16
2025
Q1 		$2.79M Buy
+5,065
New +$2.83M 2.04% 18

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Spahn Wealth & Retirement's SPOT Position: Q1 2026 in Review

Spahn Wealth & Retirement sold out of Spotify (SPOT) in Q1 2026, closing a stake of 5,363 shares — an estimated $3.11M sold.

Spahn Wealth & Retirement first reported a position in SPOT in Q1 2025 and held it in 4 quarters. The position peaked at $4.89M in Q2 2025. 1,282 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Spahn Wealth & Retirement reported no remaining Spotify position as of Q1 2026 after selling out during the quarter.
  • Spahn Wealth & Retirement sold 5,363 Spotify shares in Q1 2026, an estimated $3.11M.
  • Spahn Wealth & Retirement first reported a position in Spotify in Q1 2025 and held it in 4 quarters.
  • Spahn Wealth & Retirement's Spotify position peaked at $4.89M in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q1 2026, filed 14 May 2026.