SWM
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Spire Wealth Management’s Spotify SPOT Stock Holding History

Spire 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
2026
Q2 		$99.2K Sell
216
-182
-46% -$86.8K ﹤0.01% 983
2026
Q1 		$193K Sell
398
-290
-42% -$146K 0.01% 784
2025
Q4 		$400K Sell
688
-6,425
-90% -$4.02M 0.01% 595
2025
Q3 		$4.96M Buy
7,113
+1,009
+17% +$706K 0.17% 121
2025
Q2 		$4.58M Buy
6,104
+5,831
+2,136% +$3.74M 0.16% 117
2025
Q1 		$150K Sell
273
-3,012
-92% -$1.68M ﹤0.01% 899
2024
Q4 		$1.47M Sell
3,285
-13
-0.4% -$5.57K 0.05% 305
2024
Q3 		$1.22M Buy
3,298
+78
+2% +$25.9K 0.04% 334
2024
Q2 		$1.01M Buy
3,220
+3,023
+1,535% +$910K 0.04% 338
2024
Q1 		$52K Buy
197
+95
+93% +$22.3K ﹤0.01% 1201
2023
Q4 		$20.9K Sell
102
-139
-58% -$24.3K ﹤0.01% 1528
2023
Q3 		$37.3K Buy
241
+5
+2% +$762 ﹤0.01% 1275
2023
Q2 		$37.9K Hold
236
– – ﹤0.01% 1319
2023
Q1 		$31.5K Buy
236
+141
+148% +$16.1K ﹤0.01% 1410
2022
Q4 		$8K Sell
95
-60
-39% -$4.84K ﹤0.01% 1712
2022
Q3 		$13K Sell
155
-50
-24% -$5.35K ﹤0.01% 1493
2022
Q2 		$19K Sell
205
-888
-81% -$100K ﹤0.01% 1703
2022
Q1 		$165K Buy
1,093
+28
+3% +$4.78K ﹤0.01% 967
2021
Q4 		$249K Buy
1,065
+134
+14% +$33.5K 0.01% 1000
2021
Q3 		$210K Hold
931
– – 0.01% 899
2021
Q2 		$257K Buy
931
+21
+2% +$5.33K 0.01% 846
2021
Q1 		$243K Buy
+910
New +$284K 0.01% 975

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

Spire Wealth Management's SPOT Position: Q2 2026 in Review

Spire Wealth Management reduced its Spotify (SPOT) stake by 46% in Q2 2026, selling an estimated $86.8K and leaving 216 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Spire Wealth Management first reported a position in SPOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.96M in Q3 2025. 1,249 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Spire Wealth Management held 216 shares of Spotify worth $99.2K as of Q2 2026.
  • Spire Wealth Management sold 182 Spotify shares in Q2 2026, an estimated $86.8K.
  • Spotify made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #983 holding.
  • Spire Wealth Management first reported a position in Spotify in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Spotify position peaked at $4.96M in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.