Spire Wealth Management »

Simplify Exchange Traded Fun shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (MTBA) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 22k 49.46

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Spdr S P 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Spire Wealth Management

Top funds holding Simplify Exchange Traded Fun

Envestnet Asset Management
Mml Investors Services
Wells Fargo & Company
Edge Wealth Management
Evergreen Capital Management
Watchman Group
Hilton Capital Management
Change Path
LPL Financial
Proficio Capital Partners
Tortoise Investment Management
Aprio Wealth Management
Convergence Financial
CI Investments
Pekin, Singer Strauss Asset Management

View all funds holding Simplify Exchange Traded Fun