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SVB Wealth’s Spotify SPOT Stock Holding History

SVB 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
2025
Q2 		– Sell
-656
Closed -$361K – 1466
2025
Q1 		$361K Buy
656
+148
+29% +$82.7K 0.01% 244
2024
Q4 		$227K Buy
+508
New +$218K ﹤0.01% 644
2021
Q4 		– Sell
-1,207
Closed -$272K – 937
2021
Q3 		$272K Buy
1,207
+23
+2% +$5.42K ﹤0.01% 820
2021
Q2 		$326K Sell
1,184
-22
-2% -$5.58K ﹤0.01% 727
2021
Q1 		$324K Sell
1,206
-12
-1% -$3.74K ﹤0.01% 658
2020
Q4 		$383K Buy
1,218
+13
+1% +$3.67K 0.01% 547
2020
Q3 		$292K Buy
1,205
+13
+1% +$3.36K ﹤0.01% 537
2020
Q2 		$308K Buy
+1,192
New +$204K 0.01% 452

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's SPOT Position: Q2 2025 in Review

SVB Wealth sold out of Spotify (SPOT) in Q2 2025, closing a stake of 656 shares — an estimated $361K sold.

SVB Wealth first reported a position in SPOT in Q2 2020 and held it in 8 quarters. The position peaked at $383K in Q4 2020. 1,327 funds tracked by Wall St. Rank hold SPOT as of Q2 2025.

  • SVB Wealth reported no remaining Spotify position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 656 Spotify shares in Q2 2025, an estimated $361K.
  • SVB Wealth first reported a position in Spotify in Q2 2020 and held it in 8 quarters.
  • SVB Wealth's Spotify position peaked at $383K in Q4 2020.
  • 1,327 funds tracked by Wall St. Rank held Spotify as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.