SW
SPOT icon

SteelPeak Wealth’s Spotify SPOT Stock Holding History

SteelPeak 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
2026
Q2 		$1.9M Buy
4,149
+35
+0.9% +$16.7K 0.05% 239
2026
Q1 		$1.99M Buy
4,114
+513
+14% +$257K 0.06% 221
2025
Q4 		$2.09M Sell
3,601
-133
-4% -$83.1K 0.07% 198
2025
Q3 		$2.61M Buy
3,734
+1,519
+69% +$1.06M 0.09% 181
2025
Q2 		$1.7M Buy
2,215
+1,004
+83% +$644K 0.07% 209
2025
Q1 		$666K Buy
+1,211
New +$677K 0.03% 307
2022
Q3 		– Sell
-3,432
Closed -$322K – 437
2022
Q2 		$322K Sell
3,432
-895
-21% -$101K 0.02% 311
2022
Q1 		$654K Buy
4,327
+2,491
+136% +$425K 0.04% 240
2021
Q4 		$430K Sell
1,836
-1,031
-36% -$258K 0.03% 282
2021
Q3 		$646K Sell
2,867
-4,493
-61% -$1.06M 0.04% 220
2021
Q2 		$2.03M Buy
7,360
+945
+15% +$240K 0.15% 111
2021
Q1 		$1.72M Buy
6,415
+1,406
+28% +$438K 0.14% 115
2020
Q4 		$1.58M Buy
5,009
+620
+14% +$175K 0.14% 117
2020
Q3 		$1.06M Buy
4,389
+533
+14% +$138K 0.12% 137
2020
Q2 		$996K Buy
+3,856
New +$661K 0.13% 117

Other funds holding SPOT

DC
Davenport & Co Richmond, Virginia $19.6B 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 $77B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return