AF
SNPE icon

Allworth Financial’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Allworth Financial’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
Q1 		$2.11M Buy
35,467
+4,316
+14% +$269K 0.01% 518
2025
Q4 		$1.95M Sell
31,151
-768
-2% -$47.1K 0.01% 528
2025
Q3 		$1.92M Sell
31,919
-53
-0.2% -$3.05K 0.01% 512
2025
Q2 		$1.77M Buy
31,972
+22
+0.1% +$1.13K 0.01% 510
2025
Q1 		$1.56M Buy
31,950
+20,665
+183% +$1.1M 0.01% 451
2024
Q4 		$618K Sell
11,285
-765
-6% -$41.2K ﹤0.01% 637
2024
Q3 		$634K Hold
12,050
– – ﹤0.01% 530
2024
Q2 		$612K Sell
12,050
-413
-3% -$19.8K ﹤0.01% 528
2024
Q1 		$596K Buy
12,463
+739
+6% +$33.6K ﹤0.01% 512
2023
Q4 		$510K Sell
11,724
-2,570
-18% -$105K ﹤0.01% 517
2023
Q3 		$560K Sell
14,294
-29
-0.2% -$1.18K ﹤0.01% 460
2023
Q2 		$582K Sell
14,323
-23
-0.2% -$883 ﹤0.01% 465
2023
Q1 		$534K Buy
14,346
+11,528
+409% +$416K 0.01% 456
2022
Q4 		$97.4K Buy
2,818
+2,218
+370% +$77.1K ﹤0.01% 821
2022
Q3 		$19K Sell
600
-736
-55% -$26.4K ﹤0.01% 1320
2022
Q2 		$46K Buy
+1,336
New +$49.4K ﹤0.01% 937

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return