SEC 13F Intelligence

Spire Wealth Management / META

Spire Wealth Management’s Meta Platforms Inc Position

Does Spire Wealth Management own Meta Platforms Inc (META)? Yes — 42.8K shares worth $24M (+0.73% of its 13F portfolio) as of Q2 2026, down from 53.1K shares the prior filed quarter.

Position Value
$24M
Q2 2026
Shares
42.8K
% of Portfolio
+0.73%
Quarters Held
22
currently held

Position History META

Reported value by quarter
Q1 ’21: $37MQ1 ’21Q2 ’21: $43MQ3 ’21: $43MQ4 ’21: $33MQ4 ’21Q1 ’22: $17MQ2 ’22: $7MQ3 ’22: $4MQ3 ’22Q4 ’22: $3,341Q1 ’23: $10MQ2 ’23: $12MQ2 ’23Q3 ’23: $18MQ4 ’23: $26MQ1 ’24: $50MQ1 ’24Q2 ’24: $32MQ3 ’24: $38MQ4 ’24: $43MQ4 ’24Q1 ’25: $41MQ2 ’25: $42MQ3 ’25: $42MQ3 ’25Q4 ’25: $36MQ1 ’26: $30MQ2 ’26: $24MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202642.8K$24M+0.73%
Q1 202653.1K$30M+1.04%
Q4 202555.1K$36M+1.22%
Q3 202557.4K$42M+1.43%
Q2 202556.6K$42M+1.49%
Q1 202570.9K$41M+1.31%
Q4 202473.8K$43M+1.34%
Q3 202466.6K$38M+1.28%
Q2 202463.6K$32M+1.13%
Q1 202466.0K$50M+0.92%
Q4 202368.0K$26M+0.86%
Q3 202360.1K$18M+0.69%
Q2 202342.0K$12M+0.45%
Q1 202347.5K$10M+0.39%
Q4 202227.8K$3,341+0.19%
Q3 202228.1K$4M+0.23%
Q2 202242.5K$7M+0.28%
Q1 202277.0K$17M+0.46%
Q4 202196.5K$33M+0.72%
Q3 2021125.8K$43M+1.13%
Q2 2021122.4K$43M+1.15%
Q1 2021128.5K$37M+1.00%

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 META.