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

Cyndeo Wealth 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 		$239K Buy
3,466
+2
+0.1% +$133 0.01% 471
2026
Q1 		$206K Sell
3,464
-309
-8% -$19.3K 0.01% 465
2025
Q4 		$236K Sell
3,773
-22
-0.6% -$1.35K 0.01% 443
2025
Q3 		$228K Buy
+3,795
New +$218K 0.01% 438

Other funds holding SNPE

GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cyndeo Wealth Partners's SNPE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.06% in Q2 2026, buying an estimated $133 and bringing the position to 3,466 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #471.

Cyndeo Wealth Partners first reported a position in SNPE in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Cyndeo Wealth Partners held 3,466 shares of Xtrackers S&P 500 ESG ETF worth $239K as of Q2 2026.
  • Cyndeo Wealth Partners bought 2 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $133.
  • Xtrackers S&P 500 ESG ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #471 holding.
  • Cyndeo Wealth Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.