GSB Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

GSB Wealth 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
2026 Q2	$504K	Buy	7,326 +18	+0.2%	+$1.2K	0.1%	152
2026 Q1	$435K	Buy	7,308 +13	+0.2%	+$811	0.1%	152
2025 Q4	$456K	Buy	7,295 +437	+6%	+$26.8K	0.1%	145
2025 Q3	$412K	Sell	6,858 -157	-2%	-$9.04K	0.09%	157
2025 Q2	$388K	Buy	+7,015	New	+$359K	0.1%	163
2025 Q1	–	Sell	-4,499	Closed	-$240K	–	237
2024 Q4	$240K	Sell	4,499 -422	-9%	-$22.7K	0.06%	199
2024 Q3	$259K	Sell	4,921 -9	-0.2%	-$458	0.07%	194
2024 Q2	$247K	Buy	4,930 +14	+0.3%	+$672	0.07%	196
2024 Q1	$235K	Buy	4,916 +9	+0.2%	+$410	0.07%	198
2023 Q4	$214K	Buy	+4,907	New	+$201K	0.07%	203

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

GSB Wealth Management's SNPE Position: Q2 2026 in Review

GSB Wealth Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.25% in Q2 2026, buying an estimated $1.2K and bringing the position to 7,326 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #152.

GSB Wealth Management first reported a position in SNPE in Q4 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

GSB Wealth Management held 7,326 shares of Xtrackers S&P 500 ESG ETF worth $504K as of Q2 2026.
GSB Wealth Management bought 18 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $1.2K.
Xtrackers S&P 500 ESG ETF made up 0.1% of GSB Wealth Management's portfolio in Q2 2026, its #152 holding.
GSB Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2023 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.