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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GSB Wealth Management's SNPE Position: Q1 2026 in Review

GSB Wealth Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.18% in Q1 2026, buying an estimated $811 and bringing the position to 7,308 shares worth $435K. 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 9 quarters since. The position peaked at $456K in Q4 2025. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

GSB Wealth Management held 7,308 shares of Xtrackers S&P 500 ESG ETF worth $435K as of Q1 2026.
GSB Wealth Management bought 13 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $811.
Xtrackers S&P 500 ESG ETF made up 0.1% of GSB Wealth Management's portfolio in Q1 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 9 quarters since.
GSB Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $456K in Q4 2025.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.