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Spire Wealth Management’s Simplify MBS ETF MTBA Stock Holding History

Spire Wealth Management’s Portfolio MTBA Stock Details MTBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Hold
22,100
– – 0.03% 374
2026
Q1 		$1.09M Buy
+22,100
New +$1.11M 0.04% 370

Other funds holding MTBA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Spire Wealth Management's MTBA Position: Q2 2026 in Review

Spire Wealth Management held its Simplify MBS ETF (MTBA) position steady in Q2 2026 at 22,100 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #374.

Spire Wealth Management first reported a position in MTBA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q1 2026. 150 funds tracked by Wall St. Rank hold MTBA as of Q2 2026.

  • Spire Wealth Management held 22,100 shares of Simplify MBS ETF worth $1.08M as of Q2 2026.
  • Spire Wealth Management left its Simplify MBS ETF share count unchanged in Q2 2026.
  • Simplify MBS ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Spire Wealth Management first reported a position in Simplify MBS ETF in Q1 2026 and has held it in 2 quarters since.
  • Spire Wealth Management's Simplify MBS ETF position peaked at $1.09M in Q1 2026.
  • 150 funds tracked by Wall St. Rank held Simplify MBS ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.