Commonwealth Equity Services’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Commonwealth Equity Services’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	$226K	Sell	3,803 -273	-7%	-$17K	﹤0.01%	3886
2025 Q4	$255K	Buy	4,076 +10	+0.2%	+$614	﹤0.01%	3791
2025 Q3	$244K	Sell	4,066 -494	-11%	-$28.4K	﹤0.01%	3805
2025 Q2	$252K	Sell	4,560 -929	-17%	-$47.5K	﹤0.01%	3746
2025 Q1	$277K	Sell	5,489 -4,732	-46%	-$251K	﹤0.01%	3573
2024 Q4	$544K	Buy	10,221 +204	+2%	+$11K	﹤0.01%	2891
2024 Q3	$527K	Sell	10,017 -26,884	-73%	-$1.37M	﹤0.01%	2857
2024 Q2	$1.85M	Sell	36,901 -24,223	-40%	-$1.16M	﹤0.01%	1839
2024 Q1	$2.92M	Buy	61,124 +970	+2%	+$44.1K	﹤0.01%	1509
2023 Q4	$2.62M	Buy	60,154 +23,347	+63%	+$955K	﹤0.01%	1514
2023 Q3	$1.44M	Sell	36,807 -26,910	-42%	-$1.1M	﹤0.01%	1821
2023 Q2	$2.59M	Sell	63,717 -3,038	-5%	-$117K	0.01%	1456
2023 Q1	$2.48K	Sell	66,755 -23,892	-26%	-$862K	0.01%	1426
2022 Q4	$3.13M	Buy	90,647 +30,344	+50%	+$1.05M	0.01%	1212
2022 Q3	$1.93M	Buy	60,303 +3,228	+6%	+$116K	0.01%	1437
2022 Q2	$1.95M	Buy	57,075 +11,568	+25%	+$428K	0.01%	1458
2022 Q1	$1.86M	Sell	45,507 -10,467	-19%	-$421K	﹤0.01%	1551
2021 Q4	$2.39M	Buy	55,974 +2,537	+5%	+$104K	0.01%	1384
2021 Q3	$2.03M	Buy	53,437 +4,846	+10%	+$189K	0.01%	1416
2021 Q2	$1.83M	Buy	48,591 +7,325	+18%	+$269K	﹤0.01%	1485
2021 Q1	$1.43M	Buy	41,266 +2,921	+8%	+$98.7K	﹤0.01%	1542
2020 Q4	$1.26M	Buy	38,345 +5,462	+17%	+$171K	﹤0.01%	1516
2020 Q3	$973K	Buy	+32,883	New	+$963K	﹤0.01%	1511

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 $67.7B AUM 51.91% 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

Commonwealth Equity Services's SNPE Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 6.7% in Q1 2026, selling an estimated $17K and leaving 3,803 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #3886.

Commonwealth Equity Services first reported a position in SNPE in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.13M in Q4 2022. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Commonwealth Equity Services held 3,803 shares of Xtrackers S&P 500 ESG ETF worth $226K as of Q1 2026.
Commonwealth Equity Services sold 273 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $17K.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3886 holding.
Commonwealth Equity Services first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2020 and has held it in 23 quarters since.
Commonwealth Equity Services's Xtrackers S&P 500 ESG ETF position peaked at $3.13M in Q4 2022.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.