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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spire Wealth Management's CUBE Position: Q2 2026 in Review

Spire Wealth Management held its CubeSmart (CUBE) position steady in Q2 2026 at 300 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Spire Wealth Management first reported a position in CUBE in Q1 2021 and has held it in 18 quarters since. The position peaked at $49K in Q1 2021. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Spire Wealth Management held 300 shares of CubeSmart worth $11.9K as of Q2 2026.
Spire Wealth Management left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1597 holding.
Spire Wealth Management first reported a position in CubeSmart in Q1 2021 and has held it in 18 quarters since.
Spire Wealth Management's CubeSmart position peaked at $49K in Q1 2021.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.