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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
Q2 		$10.3K Sell
132
-242
-65% -$20K ﹤0.01% 1642
2026
Q1 		$27.8K Sell
374
-136
-27% -$9.73K ﹤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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Spire Wealth Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 65% in Q2 2026, selling an estimated $20K and leaving 132 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Spire Wealth Management first reported a position in LIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $812K in Q4 2021. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Spire Wealth Management held 132 shares of Global X Lithium & Battery Tech ETF worth $10.3K as of Q2 2026.
  • Spire Wealth Management sold 242 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $20K.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1642 holding.
  • Spire Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $812K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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