MJT & Associates Financial Advisory’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

MJT & Associates Financial Advisory’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 Q2	$152K	Buy	2,207 +233	+12%	+$15.5K	0.1%	53
2026 Q1	$118K	Buy	1,974 +5	+0.3%	+$312	0.09%	57
2025 Q4	$123K	Sell	1,969 -58	-3%	-$3.56K	0.09%	53
2025 Q3	$122K	Hold	2,027	–	–	0.1%	53
2025 Q2	$112K	Sell	2,027 -756	-27%	-$38.7K	0.14%	64
2025 Q1	$140K	Buy	+2,783	New	+$147K	0.13%	65

Other funds holding SNPE

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MJT & Associates Financial Advisory's SNPE Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 12% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,207 shares worth $152K. The position accounts for 0.1% of the portfolio, ranked #53.

MJT & Associates Financial Advisory first reported a position in SNPE in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

MJT & Associates Financial Advisory held 2,207 shares of Xtrackers S&P 500 ESG ETF worth $152K as of Q2 2026.
MJT & Associates Financial Advisory bought 233 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $15.5K.
Xtrackers S&P 500 ESG ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #53 holding.
MJT & Associates Financial Advisory first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.