Mather Group’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Mather Group’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 Q2	–	Sell	-296	Closed	-$14.9K	–	1557
2025 Q1	$14.9K	Sell	296 -143	-33%	-$7.58K	﹤0.01%	1162
2024 Q4	$23.4K	Buy	439 +174	+66%	+$9.36K	﹤0.01%	1050
2024 Q3	$13.9K	Buy	265 +128	+93%	+$6.51K	﹤0.01%	1120
2024 Q2	$6.55K	Buy	+137	New	+$6.58K	﹤0.01%	1549

Other funds holding SNPE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mather Group's SNPE Position: Q2 2025 in Review

Mather Group sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2025, closing a stake of 296 shares — an estimated $14.9K sold.

Mather Group first reported a position in SNPE in Q2 2024 and held it in 4 quarters. The position peaked at $23.4K in Q4 2024. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2025.

Mather Group reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
Mather Group sold 296 Xtrackers S&P 500 ESG ETF shares in Q2 2025, an estimated $14.9K.
Mather Group first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2024 and held it in 4 quarters.
Mather Group's Xtrackers S&P 500 ESG ETF position peaked at $23.4K in Q4 2024.
106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.