NewEdge Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

NewEdge Advisors’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	–	Sell	-1,894	Closed	-$118K	–	4370
2025 Q4	$118K	Hold	1,894	–	–	﹤0.01%	2718
2025 Q3	$114K	Hold	1,894	–	–	﹤0.01%	2566
2025 Q2	$105K	Hold	1,894	–	–	﹤0.01%	2410
2025 Q1	$95.5K	Hold	1,894	–	–	﹤0.01%	2308
2024 Q4	$101K	Hold	1,894	–	–	﹤0.01%	2277
2024 Q3	$99.6K	Hold	1,894	–	–	﹤0.01%	2195
2024 Q2	$94.8K	Sell	1,894 -363	-16%	-$17.4K	﹤0.01%	2137
2024 Q1	$108K	Hold	2,257	–	–	﹤0.01%	2043
2023 Q4	$98.3K	Hold	2,257	–	–	﹤0.01%	1956
2023 Q3	$88.4K	Buy	2,257 +1,894	+522%	+$77.2K	﹤0.01%	1881
2023 Q2	$14.7K	Hold	363	–	–	﹤0.01%	2479
2023 Q1	$13.5K	Hold	363	–	–	﹤0.01%	2478
2022 Q4	$13	Buy	+363	New	+$12.6K	﹤0.01%	3673

Other funds holding SNPE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors's SNPE Position: Q1 2026 in Review

NewEdge Advisors sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q1 2026, closing a stake of 1,894 shares — an estimated $118K sold.

NewEdge Advisors first reported a position in SNPE in Q4 2022 and held it in 13 quarters. The position peaked at $118K in Q4 2025. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

NewEdge Advisors reported no remaining Xtrackers S&P 500 ESG ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 1,894 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $118K.
NewEdge Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2022 and held it in 13 quarters.
NewEdge Advisors's Xtrackers S&P 500 ESG ETF position peaked at $118K in Q4 2025.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.