Gateway Wealth Partners’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Gateway Wealth Partners’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	$1.41M	Sell	20,503 -20,355	-50%	-$1.35M	0.08%	240
2026 Q1	$2.43M	Buy	40,858 +10,736	+36%	+$670K	0.09%	227
2025 Q4	$1.88M	Sell	30,122 -53	-0.2%	-$3.25K	0.21%	126
2025 Q3	$1.81M	Sell	30,175 -629	-2%	-$36.2K	0.24%	108
2025 Q2	$1.7M	Sell	30,804 -68,246	-69%	-$3.49M	0.32%	87
2025 Q1	$5M	Sell	99,050 -1,489	-1%	-$78.9K	1.12%	20
2024 Q4	$5.36M	Sell	100,539 -1,226	-1%	-$66K	1.39%	13
2024 Q3	$5.35M	Buy	101,765 +87	+0.1%	+$4.42K	1.47%	12
2024 Q2	$5.09M	Sell	101,678 -7,940	-7%	-$381K	1.54%	10
2024 Q1	$5.24M	Sell	109,618 -43,429	-28%	-$1.98M	1.88%	8
2023 Q4	$6.66M	Buy	+153,047	New	+$6.26M	2.68%	4

Other funds holding SNPE

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Gateway Wealth Partners's SNPE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 50% in Q2 2026, selling an estimated $1.35M and leaving 20,503 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #240.

Gateway Wealth Partners first reported a position in SNPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.66M in Q4 2023. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Gateway Wealth Partners held 20,503 shares of Xtrackers S&P 500 ESG ETF worth $1.41M as of Q2 2026.
Gateway Wealth Partners sold 20,355 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $1.35M.
Xtrackers S&P 500 ESG ETF made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #240 holding.
Gateway Wealth Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's Xtrackers S&P 500 ESG ETF position peaked at $6.66M in Q4 2023.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.