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

Insight 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
Q1 		$3.05M Buy
51,197
+1,004
+2% +$62.6K 0.43% 22
2025
Q4 		$3.13M Sell
50,193
-733
-1% -$45K 0.43% 21
2025
Q3 		$3.06M Buy
50,926
+539
+1% +$31K 0.93% 19
2025
Q2 		$2.79M Buy
50,387
+2,042
+4% +$104K 1.08% 16
2025
Q1 		$2.44M Buy
48,345
+1,813
+4% +$96.1K 0.41% 22
2024
Q4 		$2.48M Buy
46,532
+419
+0.9% +$22.6K 0.34% 22
2024
Q3 		$2.42M Buy
46,113
+2,301
+5% +$117K 0.48% 23
2024
Q2 		$2.19M Buy
43,812
+3,921
+10% +$188K 0.38% 19
2024
Q1 		$1.91M Buy
39,891
+5,465
+16% +$249K 0.33% 23
2023
Q4 		$1.5M Buy
34,426
+13,621
+65% +$557K 0.26% 24
2023
Q3 		$815K Buy
20,805
+5,638
+37% +$230K 0.16% 35
2023
Q2 		$616K Buy
15,167
+400
+3% +$15.4K 0.14% 48
2023
Q1 		$549K Buy
14,767
+480
+3% +$17.3K 0.12% 39
2022
Q4 		$494K Buy
14,287
+1,900
+15% +$66.1K 0.37% 35
2022
Q3 		$397K Hold
12,387
– – 0.37% 39
2022
Q2 		$423K Buy
12,387
+517
+4% +$19.1K 0.32% 40
2022
Q1 		$486K Buy
11,870
+540
+5% +$21.7K 0.27% 41
2021
Q4 		$483K Hold
11,330
– – 0.09% 49
2021
Q3 		$430K Buy
11,330
+650
+6% +$25.4K 0.23% 41
2021
Q2 		$403K Buy
10,680
+1,250
+13% +$45.9K 0.21% 41
2021
Q1 		$328K Buy
9,430
+2,439
+35% +$82.4K 0.16% 43
2020
Q4 		$230K Buy
+6,991
New +$219K 0.14% 47

Other funds holding SNPE

JP Morgan Chase
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insight Wealth Partners's SNPE Position: Q1 2026 in Review

Insight Wealth Partners increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2% in Q1 2026, buying an estimated $62.6K and bringing the position to 51,197 shares worth $3.05M. The position accounts for 0.43% of the portfolio, ranked #22.

Insight Wealth Partners first reported a position in SNPE in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.13M in Q4 2025. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

  • Insight Wealth Partners held 51,197 shares of Xtrackers S&P 500 ESG ETF worth $3.05M as of Q1 2026.
  • Insight Wealth Partners bought 1,004 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $62.6K.
  • Xtrackers S&P 500 ESG ETF made up 0.43% of Insight Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • Insight Wealth Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Wealth Partners's Xtrackers S&P 500 ESG ETF position peaked at $3.13M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.