Goldstein Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Goldstein Advisors’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	$786K	Buy	11,420 +275	+2%	+$18.3K	0.07%	97
2026 Q1	$664K	Buy	11,145 +67	+0.6%	+$4.18K	0.07%	89
2025 Q4	$692K	Buy	11,078 +735	+7%	+$45.1K	0.08%	87
2025 Q3	$621K	Sell	10,343 -480	-4%	-$27.6K	0.08%	91
2025 Q2	$599K	Sell	10,823 -1,216	-10%	-$62.2K	0.08%	83
2025 Q1	$607K	Buy	12,039 +80	+0.7%	+$4.24K	0.09%	78
2024 Q4	$637K	Buy	11,959 +333	+3%	+$17.9K	0.09%	77
2024 Q3	$611K	Sell	11,626 -504	-4%	-$25.6K	0.09%	78
2024 Q2	$607K	Hold	12,130	–	–	0.1%	71
2024 Q1	$580K	Hold	12,130	–	–	0.1%	73
2023 Q4	$528K	Buy	+12,130	New	+$496K	0.09%	100

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

Goldstein Advisors's SNPE Position: Q2 2026 in Review

Goldstein Advisors increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2.5% in Q2 2026, buying an estimated $18.3K and bringing the position to 11,420 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #97.

Goldstein Advisors first reported a position in SNPE in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Goldstein Advisors held 11,420 shares of Xtrackers S&P 500 ESG ETF worth $786K as of Q2 2026.
Goldstein Advisors bought 275 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $18.3K.
Xtrackers S&P 500 ESG ETF made up 0.07% of Goldstein Advisors's portfolio in Q2 2026, its #97 holding.
Goldstein Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2023 and has held it in 11 quarters since.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.