LPL Financial
SNPE icon

LPL Financial’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

LPL Financial’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 		$30.4M Sell
510,185
-12,311
-2% -$768K 0.01% 1188
2025
Q4 		$32.6M Sell
522,496
-701
-0.1% -$43K 0.01% 1094
2025
Q3 		$31.4M Sell
523,197
-6,599
-1% -$380K 0.01% 1087
2025
Q2 		$29.3M Sell
529,796
-34,385
-6% -$1.76M 0.01% 1036
2025
Q1 		$28.5M Buy
564,181
+6,086
+1% +$323K 0.01% 946
2024
Q4 		$29.7M Buy
558,095
+413
+0.1% +$22.2K 0.01% 880
2024
Q3 		$29.3M Sell
557,682
-36,161
-6% -$1.84M 0.01% 840
2024
Q2 		$29.7M Buy
593,843
+11,705
+2% +$562K 0.01% 792
2024
Q1 		$27.8M Buy
582,138
+11,643
+2% +$530K 0.01% 794
2023
Q4 		$24.8M Buy
570,495
+7,210
+1% +$295K 0.02% 787
2023
Q3 		$22.1M Buy
563,285
+43,160
+8% +$1.76M 0.02% 760
2023
Q2 		$21.1M Buy
520,125
+794
+0.2% +$30.5K 0.02% 766
2023
Q1 		$19.3M Buy
519,331
+1,634
+0.3% +$59K 0.02% 763
2022
Q4 		$17.9M Buy
517,697
+3,078
+0.6% +$107K 0.02% 754
2022
Q3 		$16.5M Buy
514,619
+11,637
+2% +$417K 0.02% 724
2022
Q2 		$17.2M Buy
502,982
+93,984
+23% +$3.48M 0.02% 702
2022
Q1 		$16.8M Buy
408,998
+69,192
+20% +$2.78M 0.01% 748
2021
Q4 		$14.5M Buy
339,806
+163,632
+93% +$6.73M 0.01% 818
2021
Q3 		$6.69M Buy
176,174
+21,035
+14% +$821K 0.01% 1196
2021
Q2 		$5.86M Buy
155,139
+9,926
+7% +$365K 0.01% 1233
2021
Q1 		$5.05M Buy
145,213
+21,738
+18% +$735K 0.01% 1225
2020
Q4 		$4.05M Sell
123,475
-1,725
-1% -$54K 0.01% 1228
2020
Q3 		$3.71M Buy
125,200
+112,708
+902% +$3.3M 0.01% 1107
2020
Q2 		$340K Buy
12,492
+1,118
+10% +$28.7K ﹤0.01% 2738
2020
Q1 		$257K Sell
11,374
-3,593
-24% -$95.5K ﹤0.01% 2622
2019
Q4 		$417K Buy
14,967
+7,064
+89% +$188K ﹤0.01% 2521
2019
Q3 		$203K Buy
+7,903
New +$202K ﹤0.01% 2989

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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial's SNPE Position: Q1 2026 in Review

LPL Financial reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2.4% in Q1 2026, selling an estimated $768K and leaving 510,185 shares worth $30.4M. The position accounts for 0.01% of the portfolio, ranked #1188.

LPL Financial first reported a position in SNPE in Q3 2019 and has held it in 27 quarters since. The position peaked at $32.6M in Q4 2025. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

  • LPL Financial held 510,185 shares of Xtrackers S&P 500 ESG ETF worth $30.4M as of Q1 2026.
  • LPL Financial sold 12,311 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $768K.
  • Xtrackers S&P 500 ESG ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1188 holding.
  • LPL Financial first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2019 and has held it in 27 quarters since.
  • LPL Financial's Xtrackers S&P 500 ESG ETF position peaked at $32.6M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.