Sheets Smith Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Sheets Smith Wealth Management’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	$3.11M	Sell	45,112 -1,591	-3%	-$106K	0.31%	76
2026 Q1	$2.78M	Sell	46,703 -862	-2%	-$53.8K	0.31%	75
2025 Q4	$2.97M	Sell	47,565 -1,198	-2%	-$73.5K	0.33%	71
2025 Q3	$2.93M	Sell	48,763 -6,673	-12%	-$384K	0.33%	76
2025 Q2	$3.07M	Sell	55,436 -27,628	-33%	-$1.41M	0.36%	69
2025 Q1	$4.19M	Sell	83,064 -21,602	-21%	-$1.14M	0.52%	53
2024 Q4	$5.58M	Sell	104,666 -11,082	-10%	-$596K	0.68%	36
2024 Q3	$6.09M	Sell	115,748 -12,801	-10%	-$651K	0.74%	36
2024 Q2	$6.44M	Sell	128,549 -5,280	-4%	-$254K	0.77%	30
2024 Q1	$6.4M	Sell	133,829 -22,062	-14%	-$1M	0.72%	36
2023 Q4	$6.79M	Sell	155,891 -584	-0.4%	-$23.9K	0.97%	29
2023 Q3	$6.13M	Sell	156,475 -192	-0.1%	-$7.83K	0.93%	28
2023 Q2	$6.36M	Sell	156,667 -21,609	-12%	-$830K	0.93%	28
2023 Q1	$6.63M	Sell	178,276 -12,580	-7%	-$454K	1.01%	24
2022 Q4	$6.6M	Buy	190,856 +6,886	+4%	+$239K	1.03%	21
2022 Q3	$5.9M	Sell	183,970 -622	-0.3%	-$22.3K	0.99%	23
2022 Q2	$6.3M	Buy	184,592 +2,539	+1%	+$94K	1.04%	24
2022 Q1	$7.46M	Buy	182,053 +2,284	+1%	+$91.9K	1.03%	22
2021 Q4	$7.67M	Sell	179,769 -7,794	-4%	-$321K	0.95%	26
2021 Q3	$7.12M	Buy	187,563 +1,125	+0.6%	+$43.9K	0.97%	25
2021 Q2	$7.04M	Sell	186,438 -1,560	-0.8%	-$57.3K	0.95%	26
2021 Q1	$6.54M	Buy	187,998 +1,848	+1%	+$62.5K	0.96%	28
2020 Q4	$6.11M	Buy	186,150 +731	+0.4%	+$22.9K	0.92%	28
2020 Q3	$5.49M	Buy	+185,419	New	+$5.43M	0.95%	30

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

Sheets Smith Wealth Management's SNPE Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 3.4% in Q2 2026, selling an estimated $106K and leaving 45,112 shares worth $3.11M. The position accounts for 0.31% of the portfolio, ranked #76.

Sheets Smith Wealth Management first reported a position in SNPE in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.67M in Q4 2021. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Sheets Smith Wealth Management held 45,112 shares of Xtrackers S&P 500 ESG ETF worth $3.11M as of Q2 2026.
Sheets Smith Wealth Management sold 1,591 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $106K.
Xtrackers S&P 500 ESG ETF made up 0.31% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #76 holding.
Sheets Smith Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2020 and has held it in 24 quarters since.
Sheets Smith Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $7.67M in Q4 2021.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.