SS
SPOT icon

Sunbelt Securities’s Spotify SPOT Stock Holding History

Sunbelt Securities’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 		$91.2K Buy
188
+67
+55% +$33.6K 0.01% 870
2025
Q4 		$70.3K Buy
121
+10
+9% +$6.25K ﹤0.01% 909
2025
Q3 		$77.5K Sell
111
-42
-27% -$29.4K 0.01% 897
2025
Q2 		$68.4K Sell
153
-3
-2% -$1.93K 0.01% 868
2025
Q1 		$85.8K Buy
156
+3
+2% +$1.68K 0.01% 770
2024
Q4 		$69.1K Sell
153
-8
-5% -$3.43K 0.01% 864
2024
Q3 		$59.3K Buy
161
+17
+12% +$5.65K 0.01% 897
2024
Q2 		$45.2K Buy
144
+80
+125% +$24.1K ﹤0.01% 935
2024
Q1 		$16.9K Sell
64
-72
-53% -$16.9K ﹤0.01% 1125
2023
Q4 		$25.6K Sell
136
-6
-4% -$1.05K ﹤0.01% 971
2023
Q3 		$22K Hold
142
– – ﹤0.01% 994
2023
Q2 		$22.8K Hold
142
– – ﹤0.01% 990
2023
Q1 		$18.6K Buy
+142
New +$16.3K ﹤0.01% 976
2022
Q4 		– Sell
-3,454
Closed -$298K – 469
2022
Q3 		$298K Sell
3,454
-100
-3% -$10.7K 0.06% 328
2022
Q2 		$333K Hold
3,554
– – 0.07% 313
2022
Q1 		$555K Hold
3,554
– – 0.1% 232
2021
Q4 		$590K Buy
+3,554
New +$889K 0.1% 237

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

Sunbelt Securities's SPOT Position: Q1 2026 in Review

Sunbelt Securities increased its Spotify (SPOT) stake by 55% in Q1 2026, buying an estimated $33.6K and bringing the position to 188 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #870.

Sunbelt Securities first reported a position in SPOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $590K in Q4 2021. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Sunbelt Securities held 188 shares of Spotify worth $91.2K as of Q1 2026.
  • Sunbelt Securities bought 67 Spotify shares in Q1 2026, an estimated $33.6K.
  • Spotify made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #870 holding.
  • Sunbelt Securities first reported a position in Spotify in Q4 2021 and has held it in 17 quarters since.
  • Sunbelt Securities's Spotify position peaked at $590K in Q4 2021.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.