SWP
SPOT icon

Strategic Wealth Partners’s Spotify SPOT Stock Holding History

Strategic Wealth Partners’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 		$29.3K Buy
60
+27
+82% +$13.6K ﹤0.01% 621
2025
Q4 		$19.2K Hold
33
– – ﹤0.01% 710
2025
Q3 		$23K Hold
33
– – ﹤0.01% 698
2025
Q2 		$25.3K Buy
+33
New +$21.2K ﹤0.01% 611

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strategic Wealth Partners's SPOT Position: Q1 2026 in Review

Strategic Wealth Partners increased its Spotify (SPOT) stake by 82% in Q1 2026, buying an estimated $13.6K and bringing the position to 60 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Strategic Wealth Partners first reported a position in SPOT in Q2 2025 and has held it in 4 quarters since. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Strategic Wealth Partners held 60 shares of Spotify worth $29.3K as of Q1 2026.
  • Strategic Wealth Partners bought 27 Spotify shares in Q1 2026, an estimated $13.6K.
  • Spotify made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #621 holding.
  • Strategic Wealth Partners first reported a position in Spotify in Q2 2025 and has held it in 4 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.