Alaska Wealth Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Alaska Wealth Advisors’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	$10.6M	Sell	153,671 -6,218	-4%	-$413K	1.15%	17
2026 Q1	$9.52M	Sell	159,889 -1,117	-0.7%	-$69.7K	1.14%	16
2025 Q4	$10.1M	Sell	161,006 -10,460	-6%	-$642K	1.28%	16
2025 Q3	$10.3M	Sell	171,466 -14,578	-8%	-$839K	1.35%	16
2025 Q2	$10.3M	Buy	186,044 +13,781	+8%	+$705K	1.47%	16
2025 Q1	$8.69M	Buy	172,263 +3,324	+2%	+$176K	1.36%	16
2024 Q4	$9M	Buy	168,939 +1,943	+1%	+$105K	1.4%	17
2024 Q3	$8.78M	Sell	166,996 -97	-0.1%	-$4.93K	1.32%	19
2024 Q2	$8.36M	Sell	167,093 -22,051	-12%	-$1.06M	1.3%	18
2024 Q1	$9.05M	Sell	189,144 -10,159	-5%	-$462K	1.37%	18
2023 Q4	$8.68M	Buy	199,303 +11,230	+6%	+$460K	1.44%	16
2023 Q3	$7.37M	Sell	188,073 -7,278	-4%	-$297K	1.17%	18
2023 Q2	$7.93M	Buy	195,351 +10,335	+6%	+$397K	1.25%	17
2023 Q1	$6.88M	Buy	185,016 +6,349	+4%	+$229K	1.15%	16
2022 Q4	$6.17M	Buy	178,667 +29,102	+19%	+$1.01M	1.11%	19
2022 Q3	$4.8M	Buy	149,565 +17,457	+13%	+$626K	0.94%	20
2022 Q2	$4.51M	Sell	132,108 -8,757	-6%	-$324K	0.9%	20
2022 Q1	$5.77M	Buy	140,865 +11,045	+9%	+$444K	1.06%	17
2021 Q4	$5.54M	Buy	129,820 +25,981	+25%	+$1.07M	0.98%	16
2021 Q3	$3.94M	Buy	103,839 +5,220	+5%	+$204K	0.76%	17
2021 Q2	$3.73M	Buy	98,619 +17,353	+21%	+$638K	0.73%	17
2021 Q1	$2.83M	Sell	81,266 -1,180	-1%	-$39.9K	0.56%	21
2020 Q4	$2.71M	Buy	82,446 +5,267	+7%	+$165K	0.55%	21
2020 Q3	$2.29M	Buy	77,179 +5,406	+8%	+$158K	0.5%	19
2020 Q2	$1.96M	Buy	71,773 +11,040	+18%	+$284K	0.46%	21
2020 Q1	$1.37M	Buy	60,733 +24,553	+68%	+$653K	0.38%	21
2019 Q4	$1.01M	Buy	+36,180	New	+$964K	0.16%	28

Other funds holding SNPE

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Alaska Wealth Advisors's SNPE Position: Q2 2026 in Review

Alaska Wealth Advisors reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 3.9% in Q2 2026, selling an estimated $413K and leaving 153,671 shares worth $10.6M. The position accounts for 1.15% of the portfolio, ranked #17.

Alaska Wealth Advisors first reported a position in SNPE in Q4 2019 and has held it in 27 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Alaska Wealth Advisors held 153,671 shares of Xtrackers S&P 500 ESG ETF worth $10.6M as of Q2 2026.
Alaska Wealth Advisors sold 6,218 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $413K.
Xtrackers S&P 500 ESG ETF made up 1.15% of Alaska Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Alaska Wealth Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2019 and has held it in 27 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.