Spire Wealth Management MMLP MARTIN MIDSTREAM PRTNRS L P

Ownership history in Spire Wealth Management  ·  19 quarters on record

AI Ownership Summary

Spire Wealth Management reported MARTIN MIDSTREAM PRTNRS L P (MMLP) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MMLP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in MARTIN MIDSTREAM PRTNRS L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMLP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spire Wealth Management held MMLP — position size vs. price
% of Fund (quarterly)    MMLP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,077 0% 0.00% $3K 2026-04-22 $2.80
2025 Q4 REDUCED 25.9% +5.8% 1,077 -377 -25.9% 0.00% $3K 2026-01-14 $2.75
2025 Q3 UNCHANGED 1,454 0% 0.00% $4K 2025-10-23 $2.69
2025 Q2 UNCHANGED 1,454 0% 0.00% $4K 2025-08-04 $2.98
2025 Q1 UNCHANGED 1,454 0% 0.00% $5K 2025-04-23 $2.70
2024 Q4 UNCHANGED 1,454 0% 0.00% $5K 2025-01-24 $3.53
2024 Q3 UNCHANGED 1,454 0% 0.00% $5K 2024-10-15 $3.94
2024 Q2 UNCHANGED 1,454 0% 0.00% $5K 2024-07-31 $3.91
2024 Q1 UNCHANGED 1,454 0% 0.00% $4K 2024-04-24 $2.70
2023 Q4 UNCHANGED 1,454 0% 0.00% $3K 2024-02-06 $2.21
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Spire Wealth Management and MMLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning MMLP?

Spire Wealth Management reported MMLP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMLP position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for MMLP was 0.00% in 2024 Q3.

What is the latest reported MMLP position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 1,077 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this MMLP ownership page compare?

The chart compares Spire Wealth Management's quarterly MMLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their MMLP position?

Based on 13F filing dates vs. subsequent MMLP price moves, Spire Wealth Management correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on MMLP relative to SPY over the holding period was -9.2%.

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