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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's SNPE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2.8% in Q1 2026, buying an estimated $9.48K and bringing the position to 5,487 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Steward Partners Investment Advisory first reported a position in SNPE in Q2 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

  • Steward Partners Investment Advisory held 5,487 shares of Xtrackers S&P 500 ESG ETF worth $327K as of Q1 2026.
  • Steward Partners Investment Advisory bought 152 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $9.48K.
  • Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1762 holding.
  • Steward Partners Investment Advisory first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Xtrackers S&P 500 ESG ETF position peaked at $333K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.