Cerity Partners
SNPE icon

Cerity Partners’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Cerity Partners’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 		– Sell
-16,450
Closed -$980K – 3552
2026
Q1 		$980K Buy
16,450
+285
+2% +$17.8K ﹤0.01% 1874
2025
Q4 		$1.01M Hold
16,165
– – ﹤0.01% 1721
2025
Q3 		$970K Hold
16,165
– – ﹤0.01% 1611
2025
Q2 		$894K Buy
+16,165
New +$827K ﹤0.01% 1568

Other funds holding SNPE

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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

Cerity Partners's SNPE Position: Q2 2026 in Review

Cerity Partners sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026, closing a stake of 16,450 shares — an estimated $980K sold.

Cerity Partners first reported a position in SNPE in Q2 2025 and held it in 4 quarters. The position peaked at $1.01M in Q4 2025. 126 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Cerity Partners reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 16,450 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $980K.
  • Cerity Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2025 and held it in 4 quarters.
  • Cerity Partners's Xtrackers S&P 500 ESG ETF position peaked at $1.01M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.