Spire Wealth Management’s M&T Bank MTB Stock Holding History

Spire Wealth Management’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$125K	Buy	574 +4	+0.7%	+$963	﹤0.01%	890
2026 Q2	$136K	Buy	570 +358	+169%	+$78.3K	﹤0.01%	895
2026 Q1	$43.8K	Sell	212 -16	-7%	-$3.44K	﹤0.01%	1203
2025 Q4	$46K	Buy	228 +17	+8%	+$3.25K	﹤0.01%	1209
2025 Q3	$41.7K	Sell	211 -1	-0.5%	-$196	﹤0.01%	1293
2025 Q2	$41.1K	Sell	212 -2	-0.9%	-$353	﹤0.01%	1275
2025 Q1	$38.3K	Sell	214 -440	-67%	-$83.5K	﹤0.01%	1382
2024 Q4	$123K	Buy	+654	New	+$130K	﹤0.01%	966
2022 Q2	–	Sell	-829	Closed	-$141K	–	2778
2022 Q1	$141K	Sell	829 -67	-7%	-$11.8K	﹤0.01%	1047
2021 Q4	$138K	Buy	896 +69	+8%	+$10.6K	﹤0.01%	1271
2021 Q3	$124K	Buy	827 +1	+0.1%	+$139	﹤0.01%	1116
2021 Q2	$120K	Sell	826 -39	-5%	-$6.09K	﹤0.01%	1124
2021 Q1	$131K	Buy	+865	New	+$128K	﹤0.01%	1267

Other funds holding MTB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Spire Wealth Management's MTB Position: Q3 2026 in Review

Spire Wealth Management increased its M&T Bank (MTB) stake by 0.7% in Q3 2026, buying an estimated $963 and bringing the position to 574 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Spire Wealth Management first reported a position in MTB in Q1 2021 and has held it in 13 quarters since. The position peaked at $141K in Q1 2022. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Spire Wealth Management held 574 shares of M&T Bank worth $125K as of Q3 2026.
Spire Wealth Management bought 4 M&T Bank shares in Q3 2026, an estimated $963.
M&T Bank made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #890 holding.
Spire Wealth Management first reported a position in M&T Bank in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's M&T Bank position peaked at $141K in Q1 2022.
995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.