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

Savvy Advisors Inc’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 		$1.65M Sell
23,935
-3,592
-13% -$238K 0.04% 376
2026
Q1 		$1.64M Sell
27,527
-633
-2% -$39.5K 0.04% 313
2025
Q4 		$1.76M Buy
28,160
+241
+0.9% +$14.8K 0.06% 251
2025
Q3 		$1.68M Buy
27,919
+6,562
+31% +$378K 0.08% 189
2025
Q2 		$1.18M Buy
+21,357
New +$1.09M 0.08% 185

Other funds holding SNPE

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savvy Advisors Inc's SNPE Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 13% in Q2 2026, selling an estimated $238K and leaving 23,935 shares worth $1.65M. The position accounts for 0.04% of the portfolio, ranked #376.

Savvy Advisors Inc first reported a position in SNPE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.76M in Q4 2025. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Savvy Advisors Inc held 23,935 shares of Xtrackers S&P 500 ESG ETF worth $1.65M as of Q2 2026.
  • Savvy Advisors Inc sold 3,592 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $238K.
  • Xtrackers S&P 500 ESG ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #376 holding.
  • Savvy Advisors Inc first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Xtrackers S&P 500 ESG ETF position peaked at $1.76M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.