MAI Capital Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

MAI Capital 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	$5.74M	Sell	96,322 -8,010	-8%	-$500K	0.03%	379
2025 Q4	$6.52M	Sell	104,332 -1,566	-1%	-$96.1K	0.04%	345
2025 Q3	$6.36M	Sell	105,898 -4,909	-4%	-$283K	0.04%	320
2025 Q2	$6.13M	Sell	110,807 -7,826	-7%	-$400K	0.04%	306
2025 Q1	$5.98M	Sell	118,633 -19,685	-14%	-$1.04M	0.05%	298
2024 Q4	$7.37M	Sell	138,318 -24,118	-15%	-$1.3M	0.05%	272
2024 Q3	$8.54M	Sell	162,436 -13,171	-8%	-$670K	0.08%	188
2024 Q2	$8.79M	Buy	+175,607	New	+$8.43M	0.09%	178

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 $67.7B AUM 51.91% 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

MAI Capital Management's SNPE Position: Q1 2026 in Review

MAI Capital Management reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 7.7% in Q1 2026, selling an estimated $500K and leaving 96,322 shares worth $5.74M. The position accounts for 0.03% of the portfolio, ranked #379.

MAI Capital Management first reported a position in SNPE in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.79M in Q2 2024. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

MAI Capital Management held 96,322 shares of Xtrackers S&P 500 ESG ETF worth $5.74M as of Q1 2026.
MAI Capital Management sold 8,010 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $500K.
Xtrackers S&P 500 ESG ETF made up 0.03% of MAI Capital Management's portfolio in Q1 2026, its #379 holding.
MAI Capital Management first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2024 and has held it in 8 quarters since.
MAI Capital Management's Xtrackers S&P 500 ESG ETF position peaked at $8.79M in Q2 2024.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.