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

Clearstead 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	$695K	Hold	10,100	–	–	0.01%	652
2026 Q1	$601K	Buy	10,100 +938	+10%	+$58.5K	0.01%	667
2025 Q4	$572K	Buy	9,162 +352	+4%	+$21.6K	0.01%	616
2025 Q3	$529K	Sell	8,810 -1,144	-11%	-$65.9K	0.01%	619
2025 Q2	$550K	Sell	9,954 -3,679	-27%	-$188K	0.01%	589
2025 Q1	$688K	Buy	13,633 +1,624	+14%	+$86.1K	0.01%	496
2024 Q4	$640K	Buy	12,009 +2,134	+22%	+$115K	0.01%	507
2024 Q3	$519K	Sell	9,875 -999	-9%	-$50.8K	0.01%	558
2024 Q2	$544K	Buy	10,874 +3,618	+50%	+$174K	0.01%	520
2024 Q1	$346K	Buy	+7,256	New	+$330K	0.02%	377

Other funds holding SNPE

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors's SNPE Position: Q2 2026 in Review

Clearstead Advisors held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2026 at 10,100 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #652.

Clearstead Advisors first reported a position in SNPE in Q1 2024 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Clearstead Advisors held 10,100 shares of Xtrackers S&P 500 ESG ETF worth $695K as of Q2 2026.
Clearstead Advisors left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2026.
Xtrackers S&P 500 ESG ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #652 holding.
Clearstead Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2024 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.