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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors's SNPE Position: Q1 2026 in Review

Clearstead Advisors increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 10% in Q1 2026, buying an estimated $58.5K and bringing the position to 10,100 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #667.

Clearstead Advisors first reported a position in SNPE in Q1 2024 and has held it in 9 quarters since. The position peaked at $688K in Q1 2025. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Clearstead Advisors held 10,100 shares of Xtrackers S&P 500 ESG ETF worth $601K as of Q1 2026.
Clearstead Advisors bought 938 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $58.5K.
Xtrackers S&P 500 ESG ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #667 holding.
Clearstead Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2024 and has held it in 9 quarters since.
Clearstead Advisors's Xtrackers S&P 500 ESG ETF position peaked at $688K in Q1 2025.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.