Toth Financial Advisory’s Spotify SPOT Stock Holding History

Toth Financial Advisory’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 Q3	–	Sell	-7	Closed	-$3.21K	–	1093
2026 Q2	$3.21K	Sell	7 -8	-53%	-$3.81K	﹤0.01%	697
2026 Q1	$7.27K	Buy	15 +6	+67%	+$3.01K	﹤0.01%	599
2025 Q4	$5.23K	Sell	9 -606	-99%	-$379K	﹤0.01%	633
2025 Q3	$429K	Hold	615	–	–	0.05%	178
2025 Q2	$472K	Buy	615 +600	+4,000%	+$385K	0.06%	167
2025 Q1	$8.25K	Hold	15	–	–	﹤0.01%	476
2024 Q4	$6.71K	Hold	15	–	–	﹤0.01%	488
2024 Q3	$5.53K	Hold	15	–	–	﹤0.01%	510
2024 Q2	$4.71K	Hold	15	–	–	﹤0.01%	531
2024 Q1	$3.96K	Hold	15	–	–	﹤0.01%	546
2023 Q4	$2.82K	Hold	15	–	–	﹤0.01%	588
2023 Q3	$2.32K	Hold	15	–	–	﹤0.01%	616
2023 Q2	$2.41K	Hold	15	–	–	﹤0.01%	619
2023 Q1	$2K	Hold	15	–	–	﹤0.01%	650
2022 Q4	$1.18K	Hold	15	–	–	﹤0.01%	654
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	719
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	669
2022 Q1	$2K	Buy	+15	New	+$2.56K	﹤0.01%	644

Other funds holding SPOT

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Toth Financial Advisory's SPOT Position: Q3 2026 in Review

Toth Financial Advisory sold out of Spotify (SPOT) in Q3 2026, closing a stake of 7 shares — an estimated $3.21K sold.

Toth Financial Advisory first reported a position in SPOT in Q1 2022 and held it in 18 quarters. The position peaked at $472K in Q2 2025. 41 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

Toth Financial Advisory reported no remaining Spotify position as of Q3 2026 after selling out during the quarter.
Toth Financial Advisory sold 7 Spotify shares in Q3 2026, an estimated $3.21K.
Toth Financial Advisory first reported a position in Spotify in Q1 2022 and held it in 18 quarters.
Toth Financial Advisory's Spotify position peaked at $472K in Q2 2025.
41 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.