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HM Payson & Co’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

HM Payson & Co’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
2025
Q4 		– Sell
-25
Closed -$1.5K – 1195
2025
Q3 		$1.5K Buy
+25
New +$1.44K ﹤0.01% 1025
2022
Q2 		– Sell
-750
Closed -$31K – 1130
2022
Q1 		$31K Hold
750
– – ﹤0.01% 670
2021
Q4 		$32K Hold
750
– – ﹤0.01% 689
2021
Q3 		$28K Hold
750
– – ﹤0.01% 690
2021
Q2 		$28K Hold
750
– – ﹤0.01% 686
2021
Q1 		$26K Buy
+750
New +$25.3K ﹤0.01% 713

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HM Payson & Co's SNPE Position: Q4 2025 in Review

HM Payson & Co sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q4 2025, closing a stake of 25 shares — an estimated $1.5K sold.

HM Payson & Co first reported a position in SNPE in Q1 2021 and held it in 6 quarters. The position peaked at $32K in Q4 2021. 120 funds tracked by Wall St. Rank hold SNPE as of Q4 2025.

  • HM Payson & Co reported no remaining Xtrackers S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 25 Xtrackers S&P 500 ESG ETF shares in Q4 2025, an estimated $1.5K.
  • HM Payson & Co first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2021 and held it in 6 quarters.
  • HM Payson & Co's Xtrackers S&P 500 ESG ETF position peaked at $32K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.