SEC 13F Intelligence

Spire Wealth Management / MA

Spire Wealth Management’s Mastercard Incorporated Position

Does Spire Wealth Management own Mastercard Incorporated (MA)? Yes34.2K shares worth $17M (+0.58% of its 13F portfolio) as of Q1 2026, down from 35.3K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
34.2K
% of Portfolio
+0.58%
Quarters Held
21
currently held

Position History MA

Reported value by quarter
Q1 ’21: $46MQ1 ’21Q2 ’21: $39MQ3 ’21: $37MQ4 ’21: $40MQ4 ’21Q1 ’22: $35MQ2 ’22: $21MQ3 ’22: $10MQ3 ’22Q4 ’22: $11,950Q1 ’23: $22MQ2 ’23: $20MQ2 ’23Q3 ’23: $21MQ4 ’23: $25MQ1 ’24: $43MQ1 ’24Q2 ’24: $25MQ3 ’24: $24MQ4 ’24: $25MQ4 ’24Q1 ’25: $21MQ2 ’25: $17MQ3 ’25: $19MQ3 ’25Q4 ’25: $20MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.2K$17M+0.58%
Q4 202535.3K$20M+0.67%
Q3 202533.2K$19M+0.64%
Q2 202531.0K$17M+0.62%
Q1 202538.6K$21M+0.68%
Q4 202447.7K$25M+0.78%
Q3 202449.3K$24M+0.82%
Q2 202456.1K$25M+0.87%
Q1 202457.8K$43M+0.78%
Q4 202358.1K$25M+0.84%
Q3 202352.8K$21M+0.80%
Q2 202350.2K$20M+0.73%
Q1 202361.6K$22M+0.87%
Q4 202234.4K$11,950+0.67%
Q3 202235.3K$10M+0.61%
Q2 202266.7K$21M+0.87%
Q1 202299.1K$35M+0.95%
Q4 2021111.4K$40M+0.89%
Q3 2021107.6K$37M+0.97%
Q2 2021107.4K$39M+1.06%
Q1 2021130.4K$46M+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spire Wealth Management’s full portfolio or all institutional holders of MA.