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 Q3	$1.07M	Sell	15,244 -7	-0%	-$488	0.57%	29
2026 Q2	$1.05M	Buy	+15,251	New	+$1.01M	0.52%	30

Other funds holding SNPE

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Sage Advisory Services's SNPE Position: Q3 2026 in Review

Sage Advisory Services reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.05% in Q3 2026, selling an estimated $488 and leaving 15,244 shares worth $1.07M. The position accounts for 0.57% of the portfolio, ranked #29.

Sage Advisory Services first reported a position in SNPE in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

Sage Advisory Services held 15,244 shares of Xtrackers S&P 500 ESG ETF worth $1.07M as of Q3 2026.
Sage Advisory Services sold 7 Xtrackers S&P 500 ESG ETF shares in Q3 2026, an estimated $488.
Xtrackers S&P 500 ESG ETF made up 0.57% of Sage Advisory Services's portfolio in Q3 2026, its #29 holding.
Sage Advisory Services first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2026 and has held it in 2 quarters since.
40 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.