Sandy Spring Bank’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sandy Spring Bank’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$7.24K	Sell	187 -57	-23%	-$2.34K	﹤0.01%	895
2024 Q4	$9.95K	Hold	244	–	–	﹤0.01%	853
2024 Q3	$10.6K	Sell	244 -99	-29%	-$3.77K	﹤0.01%	852
2024 Q2	$13.3K	Hold	343	–	–	﹤0.01%	834
2024 Q1	$15.5K	Buy	343 +1	+0.3%	+$45	﹤0.01%	786
2023 Q4	$17.4K	Sell	342 -440	-56%	-$21.8K	﹤0.01%	732
2023 Q3	$43.2K	Buy	782 +1	+0.1%	+$61	﹤0.01%	566
2023 Q2	$50.8K	Hold	781	–	–	﹤0.01%	544
2023 Q1	$49.7K	Sell	781 -99	-11%	-$6.39K	﹤0.01%	535
2022 Q4	$51.5K	Buy	880 +101	+13%	+$6.75K	﹤0.01%	526
2022 Q3	$51K	Hold	779	–	–	﹤0.01%	510
2022 Q2	$57K	Hold	779	–	–	﹤0.01%	491
2022 Q1	$60K	Buy	779 +1	+0.1%	+$77	﹤0.01%	507
2021 Q4	$66K	Hold	778	–	–	﹤0.01%	517
2021 Q3	$64K	Buy	778 +58	+8%	+$4.75K	﹤0.01%	510
2021 Q2	$52K	Hold	720	–	–	﹤0.01%	559
2021 Q1	$42K	Hold	720	–	–	﹤0.01%	541
2020 Q4	$45K	Buy	+720	New	+$35.7K	﹤0.01%	501

Other funds holding LIT

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sandy Spring Bank's LIT Position: Q1 2025 in Review

Sandy Spring Bank reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 23% in Q1 2025, selling an estimated $2.34K and leaving 187 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Sandy Spring Bank first reported a position in LIT in Q4 2020 and has held it in 18 quarters since. The position peaked at $66K in Q4 2021. 239 funds tracked by Wall St. Rank hold LIT as of Q1 2025.

Sandy Spring Bank held 187 shares of Global X Lithium & Battery Tech ETF worth $7.24K as of Q1 2025.
Sandy Spring Bank sold 57 Global X Lithium & Battery Tech ETF shares in Q1 2025, an estimated $2.34K.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #895 holding.
Sandy Spring Bank first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Global X Lithium & Battery Tech ETF position peaked at $66K in Q4 2021.
239 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.