SWM
MTR

Spire Wealth Management’s Mesa Royalty Trust MTR Stock Holding History

Spire Wealth Management’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,500
Closed -$8.21K – 2437
2025
Q2 		$8.21K Buy
+1,500
New +$8.05K ﹤0.01% 1785

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's MTR Position: Q3 2025 in Review

Spire Wealth Management sold out of Mesa Royalty Trust (MTR) in Q3 2025, closing a stake of 1,500 shares — an estimated $8.21K sold.

Spire Wealth Management first reported a position in MTR in Q2 2025 and held it in 1 quarter. The position peaked at $8.21K in Q2 2025. 10 funds tracked by Wall St. Rank hold MTR as of Q3 2025.

  • Spire Wealth Management reported no remaining Mesa Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,500 Mesa Royalty Trust shares in Q3 2025, an estimated $8.21K.
  • Spire Wealth Management first reported a position in Mesa Royalty Trust in Q2 2025 and held it in 1 quarter.
  • Spire Wealth Management's Mesa Royalty Trust position peaked at $8.21K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.