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

Palladiem’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	$555K	Hold	9,326	–	–	0.53%	22
2025 Q4	$582K	Buy	+9,326	New	+$573K	0.55%	22
2023 Q3	$867K	Sell	22,135 -9,775	-31%	-$399K	0.94%	21
2023 Q2	$1.3M	Sell	31,910 -5,635	-15%	-$216K	1.33%	20
2023 Q1	$1.4M	Buy	37,545 +2,630	+8%	+$94.9K	1.49%	17
2022 Q4	$1.21M	Buy	34,915 +1,900	+6%	+$66.1K	1.25%	21
2022 Q3	$1.06M	Sell	33,015 -3,080	-9%	-$110K	1.11%	21
2022 Q2	$1.23M	Hold	36,095	–	–	1.22%	20
2022 Q1	$1.48M	Sell	36,095 -13,650	-27%	-$549K	1.31%	19
2021 Q4	$2.12M	Hold	49,745	–	–	1.71%	15
2021 Q3	$1.89M	Buy	49,745 +14,800	+42%	+$577K	1.53%	15
2021 Q2	$1.32M	Sell	34,945 -449	-1%	-$16.5K	1.07%	23
2021 Q1	$1.23M	Sell	35,394 -152,389	-81%	-$5.15M	1.07%	18
2020 Q4	$6.17M	Buy	+187,783	New	+$5.88M	5.77%	6

Other funds holding SNPE

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return