Congress Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Congress Wealth Management’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
2025 Q2	$220K	Hold	3,982	–	–	﹤0.01%	1130
2025 Q1	$201K	Sell	3,982 -647	-14%	-$34.3K	﹤0.01%	1033
2024 Q4	$247K	Buy	4,629 +647	+16%	+$34.8K	﹤0.01%	808
2024 Q3	$209K	Buy	+3,982	New	+$202K	﹤0.01%	809
2022 Q2	–	Sell	-16,791	Closed	-$688K	–	612
2022 Q1	$688K	Buy	16,791 +1,121	+7%	+$45.1K	0.02%	400
2021 Q4	$668K	Buy	+15,670	New	+$645K	0.01%	426

Other funds holding SNPE

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

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

SLF

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Congress Wealth Management's SNPE Position: Q2 2025 in Review

Congress Wealth Management held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2025 at 3,982 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Congress Wealth Management first reported a position in SNPE in Q4 2021 and has held it in 6 quarters since. The position peaked at $688K in Q1 2022. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2025.

Congress Wealth Management held 3,982 shares of Xtrackers S&P 500 ESG ETF worth $220K as of Q2 2025.
Congress Wealth Management left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2025.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1130 holding.
Congress Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2021 and has held it in 6 quarters since.
Congress Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $688K in Q1 2022.
106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.