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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Gravity Companies's SNPE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2025: 3,061 shares worth $169K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SNPE as recently as Q4 2024.

Financial Gravity Companies first reported a position in SNPE in Q3 2024 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2025.

  • Financial Gravity Companies held 3,061 shares of Xtrackers S&P 500 ESG ETF worth $169K as of Q2 2025.
  • Xtrackers S&P 500 ESG ETF was a new Financial Gravity Companies position in Q2 2025.
  • Xtrackers S&P 500 ESG ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #174 holding.
  • Financial Gravity Companies first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2024 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.