Kovitz Investment Group Partners
SNPE icon

Kovitz Investment Group Partners’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-3,568
Closed -$214K – 1192
2025
Q3 		$214K Buy
+3,568
New +$205K ﹤0.01% 1323

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SLF
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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

Kovitz Investment Group Partners's SNPE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q4 2025, closing a stake of 3,568 shares — an estimated $214K sold.

Kovitz Investment Group Partners first reported a position in SNPE in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 120 funds tracked by Wall St. Rank hold SNPE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Xtrackers S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,568 Xtrackers S&P 500 ESG ETF shares in Q4 2025, an estimated $214K.
  • Kovitz Investment Group Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Xtrackers S&P 500 ESG ETF position peaked at $214K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.