WAOTB
SPOT icon

Wealth Advisors of Tampa Bay’s Spotify SPOT Stock Holding History

Wealth Advisors of Tampa Bay’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 		$2.06M Buy
4,248
+825
+24% +$414K 0.68% 45
2025
Q4 		$1.99M Buy
3,423
+810
+31% +$506K 0.69% 46
2025
Q3 		$1.82M Buy
+2,613
New +$1.83M 0.61% 52

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 $167B AUM 44.17% 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 $315B AUM 27.84% 1-Year Est. Return

Wealth Advisors of Tampa Bay's SPOT Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its Spotify (SPOT) stake by 24% in Q1 2026, buying an estimated $414K and bringing the position to 4,248 shares worth $2.06M. The position accounts for 0.68% of the portfolio, ranked #45.

Wealth Advisors of Tampa Bay first reported a position in SPOT in Q3 2025 and has held it in 3 quarters since. 1,274 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 4,248 shares of Spotify worth $2.06M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 825 Spotify shares in Q1 2026, an estimated $414K.
  • Spotify made up 0.68% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #45 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Spotify in Q3 2025 and has held it in 3 quarters since.
  • 1,274 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.