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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

GG
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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 16 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.
  • 16 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.