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Stonebridge Financial Group (Pennsylvania)’s Spotify SPOT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q4 		– Sell
-305
Closed -$213K – 260
2025
Q3 		$213K Buy
305
+1
+0.3% +$699 0.02% 231
2025
Q2 		$233K Hold
304
– – 0.02% 220
2025
Q1 		$167K Buy
304
+3
+1% +$1.68K 0.02% 236
2024
Q4 		$135K Buy
+301
New +$129K 0.01% 257

Other funds holding SPOT

BlackRock
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SPOT Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Spotify (SPOT) in Q4 2025, closing a stake of 305 shares — an estimated $213K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPOT in Q4 2024 and held it in 4 quarters. The position peaked at $233K in Q2 2025. 1,322 funds tracked by Wall St. Rank hold SPOT as of Q4 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Spotify position as of Q4 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 305 Spotify shares in Q4 2025, an estimated $213K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Spotify in Q4 2024 and held it in 4 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Spotify position peaked at $233K in Q2 2025.
  • 1,322 funds tracked by Wall St. Rank held Spotify as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.