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AE Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

AE Wealth Management’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$107K Buy
1,556
+353
+29% +$23.4K ﹤0.01% 1894
2026
Q1 		$71.6K Buy
1,203
+348
+41% +$21.7K ﹤0.01% 1883
2025
Q4 		$53.4K Buy
855
+135
+19% +$8.29K ﹤0.01% 1839
2025
Q3 		$43.2K Buy
720
+698
+3,173% +$40.2K ﹤0.01% 1746
2025
Q2 		$1.22K Buy
22
+10
+83% +$511 ﹤0.01% 2069
2025
Q1 		$605 Sell
12
-1
-8% -$53 ﹤0.01% 2095
2024
Q4 		$693 Buy
+13
New +$700 ﹤0.01% 2062

Other funds holding SNPE

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's SNPE Position: Q2 2026 in Review

AE Wealth Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 29% in Q2 2026, buying an estimated $23.4K and bringing the position to 1,556 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

AE Wealth Management first reported a position in SNPE in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • AE Wealth Management held 1,556 shares of Xtrackers S&P 500 ESG ETF worth $107K as of Q2 2026.
  • AE Wealth Management bought 353 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $23.4K.
  • Xtrackers S&P 500 ESG ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1894 holding.
  • AE Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.