Spire Wealth Management
CUBE icon

Spire Wealth Management’s CubeSmart CUBE Stock Holding History

Spire Wealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.3K Hold
300
– – ﹤0.01% 1564
2026
Q2 		$11.9K Hold
300
– – ﹤0.01% 1597
2026
Q1 		$11K Hold
300
– – ﹤0.01% 1586
2025
Q4 		$10.8K Sell
300
-8
-3% -$304 ﹤0.01% 1680
2025
Q3 		$12.5K Buy
308
+4
+1% +$163 ﹤0.01% 1674
2025
Q2 		$12.9K Hold
304
– – ﹤0.01% 1642
2025
Q1 		$13K Sell
304
-6
-2% -$251 ﹤0.01% 1755
2024
Q4 		$13.3K Hold
310
– – ﹤0.01% 1762
2024
Q3 		$16.7K Sell
310
-173
-36% -$8.59K ﹤0.01% 1489
2024
Q2 		$21.8K Hold
483
– – ﹤0.01% 1416
2024
Q1 		$21.8K Hold
483
– – ﹤0.01% 1490
2023
Q4 		$21.9K Buy
483
+300
+164% +$11.8K ﹤0.01% 1502
2023
Q3 		$6.98K Hold
183
– – ﹤0.01% 1840
2023
Q2 		$8.17K Sell
183
-100
-35% -$4.54K ﹤0.01% 1874
2023
Q1 		$13.1K Buy
+283
New +$12.7K ﹤0.01% 1764
2022
Q3 		– Sell
-60
Closed -$3K – 2253
2022
Q2 		$3K Buy
+60
New +$2.76K ﹤0.01% 2253
2022
Q1 		– Sell
-691
Closed -$39K – 2589
2021
Q4 		$39K Buy
+691
New +$37.2K ﹤0.01% 1829
2021
Q3 		– Sell
-280
Closed -$13K – 2576
2021
Q2 		$13K Sell
280
-1,001
-78% -$43.2K ﹤0.01% 2026
2021
Q1 		$49K Buy
+1,281
New +$46.1K ﹤0.01% 1729

Other funds holding CUBE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Spire Wealth Management's CUBE Position: Q3 2026 in Review

Spire Wealth Management held its CubeSmart (CUBE) position steady in Q3 2026 at 300 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Spire Wealth Management first reported a position in CUBE in Q1 2021 and has held it in 19 quarters since. The position peaked at $49K in Q1 2021. 413 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Spire Wealth Management held 300 shares of CubeSmart worth $11.3K as of Q3 2026.
  • Spire Wealth Management left its CubeSmart share count unchanged in Q3 2026.
  • CubeSmart made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1564 holding.
  • Spire Wealth Management first reported a position in CubeSmart in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's CubeSmart position peaked at $49K in Q1 2021.
  • 413 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.