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

Farther Finance 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 Q3	$98.5K	Hold	1,408	–	–	﹤0.01%	2875
2026 Q2	$97K	Sell	1,408 -16	-1%	-$1.06K	﹤0.01%	2724
2026 Q1	$85.5K	Hold	1,424	–	–	﹤0.01%	2619
2025 Q4	$88.9K	Hold	1,424	–	–	﹤0.01%	2418
2025 Q3	$85.5K	Hold	1,424	–	–	﹤0.01%	2126
2025 Q2	$78.7K	Sell	1,424 -4,131	-74%	-$211K	﹤0.01%	1883
2025 Q1	$282K	Buy	+5,555	New	+$294K	0.01%	1073

Other funds holding SNPE

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors's SNPE Position: Q3 2026 in Review

Farther Finance Advisors held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q3 2026 at 1,408 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Farther Finance Advisors first reported a position in SNPE in Q1 2025 and has held it in 7 quarters since. The position peaked at $282K in Q1 2025. 14 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

Farther Finance Advisors held 1,408 shares of Xtrackers S&P 500 ESG ETF worth $98.5K as of Q3 2026.
Farther Finance Advisors left its Xtrackers S&P 500 ESG ETF share count unchanged in Q3 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2875 holding.
Farther Finance Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's Xtrackers S&P 500 ESG ETF position peaked at $282K in Q1 2025.
14 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.