Sage Advisory Services’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Sage Advisory Services’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	$1.05M	Buy	+15,251	New	+$1.01M	0.52%	30

Other funds holding SNPE

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

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

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Sage Advisory Services's SNPE Position: Q2 2026 in Review

Sage Advisory Services opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026: 15,251 shares worth $1.05M. The stake represents 0.52% of the portfolio and ranks #30 among its holdings.

24 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Sage Advisory Services held 15,251 shares of Xtrackers S&P 500 ESG ETF worth $1.05M as of Q2 2026.
Xtrackers S&P 500 ESG ETF was a new Sage Advisory Services position in Q2 2026.
Xtrackers S&P 500 ESG ETF made up 0.52% of Sage Advisory Services's portfolio in Q2 2026, its #30 holding.
24 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.