Financial Gravity Asset Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Financial Gravity Asset 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
2026 Q1	$186K	Sell	3,117 -61	-2%	-$3.81K	0.03%	168
2025 Q4	$198K	Sell	3,178 -41	-1%	-$2.52K	0.04%	126
2025 Q3	$193K	Buy	+3,219	New	+$185K	0.04%	153
2025 Q1	$154K	Buy	+3,055	New	+$162K	0.03%	173
2024 Q2	$322K	Sell	6,433 -471	-7%	-$22.6K	0.08%	97
2024 Q1	$301K	Hold	6,904	–	–	0.08%	101
2023 Q4	$301K	Buy	+6,904	New	+$282K	0.08%	100
2020 Q4	$24K	Buy	+745	New	+$23.3K	0.02%	121

Other funds holding SNPE

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

SLF

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Gravity Asset Management's SNPE Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 1.9% in Q1 2026, selling an estimated $3.81K and leaving 3,117 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #168.

Financial Gravity Asset Management first reported a position in SNPE in Q4 2020 and has held it in 8 quarters since. The position peaked at $322K in Q2 2024. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Financial Gravity Asset Management held 3,117 shares of Xtrackers S&P 500 ESG ETF worth $186K as of Q1 2026.
Financial Gravity Asset Management sold 61 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $3.81K.
Xtrackers S&P 500 ESG ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #168 holding.
Financial Gravity Asset Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2020 and has held it in 8 quarters since.
Financial Gravity Asset Management's Xtrackers S&P 500 ESG ETF position peaked at $322K in Q2 2024.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.