FEM
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Fulcrum Equity Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Fulcrum Equity 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
2024
Q4 		– Sell
-13,292
Closed -$699K – 151
2024
Q3 		$699K Buy
+13,292
New +$676K 0.59% 49

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Fulcrum Equity Management's SNPE Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q4 2024, closing a stake of 13,292 shares — an estimated $699K sold.

Fulcrum Equity Management first reported a position in SNPE in Q3 2024 and held it in 1 quarter. The position peaked at $699K in Q3 2024. 105 funds tracked by Wall St. Rank hold SNPE as of Q4 2024.

  • Fulcrum Equity Management reported no remaining Xtrackers S&P 500 ESG ETF position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 13,292 Xtrackers S&P 500 ESG ETF shares in Q4 2024, an estimated $699K.
  • Fulcrum Equity Management first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2024 and held it in 1 quarter.
  • Fulcrum Equity Management's Xtrackers S&P 500 ESG ETF position peaked at $699K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.