Retirement Capital Strategies’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Retirement Capital Strategies’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	$3.46M	Buy	50,281 +11,886	+31%	+$789K	1.2%	19
2026 Q1	$2.29M	Sell	38,395 -340	-0.9%	-$21.2K	0.86%	29
2025 Q4	$2.42M	Buy	38,735 +195	+0.5%	+$12K	0.9%	30
2025 Q3	$2.31M	Hold	38,540	–	–	0.89%	31
2025 Q2	$2.13M	Sell	38,540 -12,543	-25%	-$641K	0.84%	32
2025 Q1	$2.58M	Buy	51,083 +114	+0.2%	+$6.04K	1.01%	26
2024 Q4	$2.72M	Sell	50,969 -2,454	-5%	-$132K	1.03%	26
2024 Q3	$2.81M	Buy	53,423 +1,130	+2%	+$57.4K	1.1%	23
2024 Q2	$2.62M	Hold	52,293	–	–	1.05%	25
2024 Q1	$2.5M	Buy	52,293 +39,129	+297%	+$1.78M	1.02%	26
2023 Q4	$573K	Buy	13,164 +94	+0.7%	+$3.85K	0.25%	52
2023 Q3	$512K	Sell	13,070 -4,800	-27%	-$196K	0.24%	43
2023 Q2	$726K	Buy	+17,870	New	+$686K	0.33%	41

Other funds holding SNPE

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

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

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

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

WWA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Retirement Capital Strategies's SNPE Position: Q2 2026 in Review

Retirement Capital Strategies increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 31% in Q2 2026, buying an estimated $789K and bringing the position to 50,281 shares worth $3.46M. The position accounts for 1.2% of the portfolio, ranked #19.

Retirement Capital Strategies first reported a position in SNPE in Q2 2023 and has held it in 13 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Retirement Capital Strategies held 50,281 shares of Xtrackers S&P 500 ESG ETF worth $3.46M as of Q2 2026.
Retirement Capital Strategies bought 11,886 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $789K.
Xtrackers S&P 500 ESG ETF made up 1.2% of Retirement Capital Strategies's portfolio in Q2 2026, its #19 holding.
Retirement Capital Strategies first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2023 and has held it in 13 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.