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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
Q2 		$2.38M Sell
34,540
-927
-3% -$61.5K 0.01% 486
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

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

Allworth Financial's SNPE Position: Q2 2026 in Review

Allworth Financial reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2.6% in Q2 2026, selling an estimated $61.5K and leaving 34,540 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #486.

Allworth Financial first reported a position in SNPE in Q2 2022 and has held it in 17 quarters since. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Allworth Financial held 34,540 shares of Xtrackers S&P 500 ESG ETF worth $2.38M as of Q2 2026.
  • Allworth Financial sold 927 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $61.5K.
  • Xtrackers S&P 500 ESG ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #486 holding.
  • Allworth Financial first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2022 and has held it in 17 quarters since.
  • 127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.