Steward Partners Investment Advisory’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Steward Partners Investment Advisory’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	$378K	Hold	5,487	–	–	﹤0.01%	1873
2026 Q1	$327K	Buy	5,487 +152	+3%	+$9.48K	﹤0.01%	1762
2025 Q4	$333K	Buy	5,335 +92	+2%	+$5.65K	﹤0.01%	1653
2025 Q3	$315K	Buy	5,243 +31	+0.6%	+$1.78K	﹤0.01%	1629
2025 Q2	$288K	Buy	+5,212	New	+$267K	﹤0.01%	1571

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

Steward Partners Investment Advisory's SNPE Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2026 at 5,487 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Steward Partners Investment Advisory first reported a position in SNPE in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Steward Partners Investment Advisory held 5,487 shares of Xtrackers S&P 500 ESG ETF worth $378K as of Q2 2026.
Steward Partners Investment Advisory left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1873 holding.
Steward Partners Investment Advisory first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2025 and has held it in 5 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.