AWM
SNPE icon

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

Avior 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 		$2.19M Sell
31,766
-93
-0.3% -$6.17K 0.06% 236
2026
Q1 		$1.9M Sell
31,859
-168
-0.5% -$10.5K 0.05% 259
2025
Q4 		$2M Buy
32,027
+98
+0.3% +$6.02K 0.06% 202
2025
Q3 		$1.92M Sell
31,929
-412
-1% -$23.7K 0.06% 201
2025
Q2 		$1.79M Sell
32,341
-21
-0.1% -$1.07K 0.06% 193
2025
Q1 		$1.63M Sell
32,362
-633
-2% -$33.5K 0.06% 198
2024
Q4 		$1.76M Sell
32,995
-4,037
-11% -$217K 0.06% 188
2024
Q3 		$1.95M Sell
37,032
-17,086
-32% -$869K 0.08% 168
2024
Q2 		$2.71M Buy
54,118
+12,522
+30% +$601K 0.12% 143
2024
Q1 		$1.99M Buy
+41,596
New +$1.89M 0.09% 159

Other funds holding SNPE

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

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

Avior Wealth Management reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.29% in Q2 2026, selling an estimated $6.17K and leaving 31,766 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #236.

Avior Wealth Management first reported a position in SNPE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.71M in Q2 2024. 43 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Avior Wealth Management held 31,766 shares of Xtrackers S&P 500 ESG ETF worth $2.19M as of Q2 2026.
  • Avior Wealth Management sold 93 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $6.17K.
  • Xtrackers S&P 500 ESG ETF made up 0.06% of Avior Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Avior Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2024 and has held it in 10 quarters since.
  • Avior Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $2.71M in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.