Spire Wealth Management
LIT icon

Spire Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Spire Wealth Management’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
2026
Q3 		$7.53K Sell
110
-22
-17% -$1.59K ﹤0.01% 1689
2026
Q2 		$10.3K Sell
132
-242
-65% -$20K ﹤0.01% 1642
2026
Q1 		$27.8K Sell
374
-136
-27% -$9.7K ﹤0.01% 1326
2025
Q4 		$33.1K Sell
510
-50
-9% -$3.08K ﹤0.01% 1312
2025
Q3 		$31.8K Buy
560
+1
+0.2% +$46 ﹤0.01% 1377
2025
Q2 		$21.5K Hold
559
– – ﹤0.01% 1495
2025
Q1 		$21.7K Hold
559
– – ﹤0.01% 1585
2024
Q4 		$22.8K Sell
559
-51
-8% -$2.25K ﹤0.01% 1580
2024
Q3 		$26.6K Buy
610
+41
+7% +$1.56K ﹤0.01% 1350
2024
Q2 		$22.1K Sell
569
-320
-36% -$14K ﹤0.01% 1412
2024
Q1 		$40.3K Sell
889
-2,316
-72% -$103K ﹤0.01% 1290
2023
Q4 		$143K Sell
3,205
-97
-3% -$4.81K ﹤0.01% 878
2023
Q3 		$182K Sell
3,302
-664
-17% -$40.6K 0.01% 739
2023
Q2 		$258K Hold
3,966
– – 0.01% 651
2023
Q1 		$252K Buy
3,966
+120
+3% +$7.74K 0.01% 659
2022
Q4 		$225K Sell
3,846
-1,164
-23% -$77.8K 0.01% 524
2022
Q3 		$331K Buy
5,010
+271
+6% +$20.1K 0.02% 414
2022
Q2 		$344K Sell
4,739
-2,904
-38% -$206K 0.01% 585
2022
Q1 		$588K Sell
7,643
-1,971
-21% -$151K 0.02% 521
2021
Q4 		$812K Buy
9,614
+5,254
+121% +$466K 0.02% 539
2021
Q3 		$357K Buy
4,360
+1,162
+36% +$95.3K 0.01% 706
2021
Q2 		$259K Sell
3,198
-1,173
-27% -$75.5K 0.01% 841
2021
Q1 		$260K Buy
+4,371
New +$286K 0.01% 947

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Ipsen Advisor Group
Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

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

Spire Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 17% in Q3 2026, selling an estimated $1.59K and leaving 110 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Spire Wealth Management first reported a position in LIT in Q1 2021 and has held it in 23 quarters since. The position peaked at $812K in Q4 2021. 139 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

  • Spire Wealth Management held 110 shares of Global X Lithium & Battery Tech ETF worth $7.53K as of Q3 2026.
  • Spire Wealth Management sold 22 Global X Lithium & Battery Tech ETF shares in Q3 2026, an estimated $1.59K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1689 holding.
  • Spire Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $812K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

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