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

Carolina 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 		$61.7K Hold
896
– – 0.02% 108
2026
Q1 		$53.4K Sell
896
-45
-5% -$2.81K 0.02% 112
2025
Q4 		$58.8K Hold
941
– – 0.03% 109
2025
Q3 		$56.5K Sell
941
-82
-8% -$4.72K 0.02% 105
2025
Q2 		$56.6K Sell
1,023
-66
-6% -$3.38K 0.03% 92
2025
Q1 		$54.9K Sell
1,089
-105
-9% -$5.56K 0.03% 87
2024
Q4 		$63.6K Sell
1,194
-50
-4% -$2.69K 0.03% 94
2024
Q3 		$65.4K Hold
1,244
– – 0.03% 95
2024
Q2 		$62.3K Sell
1,244
-79
-6% -$3.79K 0.03% 89
2024
Q1 		$63.3K Hold
1,323
– – 0.03% 98
2023
Q4 		$57.6K Sell
1,323
-56
-4% -$2.29K 0.03% 110
2023
Q3 		$54K Buy
1,379
+194
+16% +$7.91K 0.03% 122
2023
Q2 		$48.1K Hold
1,185
– – 0.03% 105
2023
Q1 		$44.1K Sell
1,185
-61
-5% -$2.2K 0.03% 112
2022
Q4 		$43K Buy
1,246
+276
+28% +$9.6K 0.03% 105
2022
Q3 		$31K Buy
970
+194
+25% +$6.95K 0.02% 110
2022
Q2 		$27K Sell
776
-844
-52% -$31.2K 0.02% 135
2022
Q1 		$66K Hold
1,620
– – 0.04% 114
2021
Q4 		$69K Buy
1,620
+567
+54% +$23.3K 0.04% 122
2021
Q3 		$40K Hold
1,053
– – 0.03% 137
2021
Q2 		$40K Hold
1,053
– – 0.03% 137
2021
Q1 		$37K Hold
1,053
– – 0.03% 145
2020
Q4 		$35K Buy
1,053
+151
+17% +$4.72K 0.03% 91
2020
Q3 		$27K Buy
+902
New +$26.4K 0.02% 84

Other funds holding SNPE

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

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

Carolina Wealth Advisors held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2026 at 896 shares worth $61.7K. The position accounts for 0.02% of the portfolio, ranked #108.

Carolina Wealth Advisors first reported a position in SNPE in Q3 2020 and has held it in 24 quarters since. The position peaked at $69K in Q4 2021. 16 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Carolina Wealth Advisors held 896 shares of Xtrackers S&P 500 ESG ETF worth $61.7K as of Q2 2026.
  • Carolina Wealth Advisors left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2026.
  • Xtrackers S&P 500 ESG ETF made up 0.02% of Carolina Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Carolina Wealth Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2020 and has held it in 24 quarters since.
  • Carolina Wealth Advisors's Xtrackers S&P 500 ESG ETF position peaked at $69K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.