WT Wealth Management’s Spotify SPOT Stock Holding History

WT Wealth Management’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	$2.17M	Sell	4,463 -43	-1%	-$21.9K	0.61%	51
2026 Q2	$2.07M	Buy	4,506 +430	+11%	+$205K	0.57%	58
2026 Q1	$1.98M	Buy	4,076 +622	+18%	+$312K	0.59%	47
2025 Q4	$2.01M	Sell	3,454 -145	-4%	-$90.6K	0.58%	47
2025 Q3	$2.51M	Buy	3,599 +453	+14%	+$317K	0.72%	42
2025 Q2	$2.41M	Sell	3,146 -140	-4%	-$89.9K	0.72%	43
2025 Q1	$1.81M	Sell	3,286 -1,679	-34%	-$938K	0.59%	47
2024 Q4	$2.22M	Buy	4,965 +135	+3%	+$57.8K	0.7%	47
2024 Q3	$1.83M	Buy	+4,830	New	+$1.61M	0.58%	55
2021 Q1	–	Sell	-871	Closed	-$274K	–	129
2020 Q4	$274K	Buy	+871	New	+$246K	0.15%	103

Other funds holding SPOT

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

WT Wealth Management's SPOT Position: Q3 2026 in Review

WT Wealth Management reduced its Spotify (SPOT) stake by 0.95% in Q3 2026, selling an estimated $21.9K and leaving 4,463 shares worth $2.17M. The position accounts for 0.61% of the portfolio, ranked #51.

WT Wealth Management first reported a position in SPOT in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.51M in Q3 2025. 254 funds tracked by Wall St. Rank hold SPOT as of Q3 2026.

WT Wealth Management held 4,463 shares of Spotify worth $2.17M as of Q3 2026.
WT Wealth Management sold 43 Spotify shares in Q3 2026, an estimated $21.9K.
Spotify made up 0.61% of WT Wealth Management's portfolio in Q3 2026, its #51 holding.
WT Wealth Management first reported a position in Spotify in Q4 2020 and has held it in 10 quarters since.
WT Wealth Management's Spotify position peaked at $2.51M in Q3 2025.
254 funds tracked by Wall St. Rank held Spotify as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.