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Wealth Enhancement Trust Services’s Spotify SPOT Stock Holding History

Wealth Enhancement Trust Services’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
Q2 		$934K Buy
2,035
+48
+2% +$22.9K 0.1% 159
2026
Q1 		$964K Buy
+1,987
New +$997K 0.12% 150

Other funds holding SPOT

BlackRock
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Trust Services's SPOT Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Spotify (SPOT) stake by 2.4% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,035 shares worth $934K. The position accounts for 0.1% of the portfolio, ranked #159.

Wealth Enhancement Trust Services first reported a position in SPOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $964K in Q1 2026. 840 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,035 shares of Spotify worth $934K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 48 Spotify shares in Q2 2026, an estimated $22.9K.
  • Spotify made up 0.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #159 holding.
  • Wealth Enhancement Trust Services first reported a position in Spotify in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's Spotify position peaked at $964K in Q1 2026.
  • 840 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.