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

Financial Gravity Companies’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 		$205K Buy
+2,976
New +$198K 0.03% 164
2025
Q2 		$169K Buy
+3,061
New +$157K 0.03% 174
2024
Q4 		$163K Hold
3,055
– – 0.04% 155
2024
Q3 		$161K Buy
+3,055
New +$155K 0.04% 105

Other funds holding SNPE

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Gravity Companies's SNPE Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026: 2,976 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SNPE as recently as Q2 2025.

Financial Gravity Companies first reported a position in SNPE in Q3 2024 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Financial Gravity Companies held 2,976 shares of Xtrackers S&P 500 ESG ETF worth $205K as of Q2 2026.
  • Xtrackers S&P 500 ESG ETF was a new Financial Gravity Companies position in Q2 2026.
  • Xtrackers S&P 500 ESG ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2026, its #164 holding.
  • Financial Gravity Companies first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2024 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.