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Tyler-Stone Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Tyler-Stone 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
2025
Q2 		– Sell
-4,725
Closed -$238K – 339
2025
Q1 		$238K Sell
4,725
-604
-11% -$32K 0.04% 293
2024
Q4 		$284K Buy
5,329
+708
+15% +$38.1K 0.05% 262
2024
Q3 		$243K Buy
4,621
+2,314
+100% +$118K 0.05% 285
2024
Q2 		$115K Buy
2,307
+300
+15% +$14.4K 0.05% 262
2024
Q1 		$96K Buy
+2,007
New +$91.3K 0.04% 278

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tyler-Stone Wealth Management's SNPE Position: Q2 2025 in Review

Tyler-Stone Wealth Management sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2025, closing a stake of 4,725 shares — an estimated $238K sold.

Tyler-Stone Wealth Management first reported a position in SNPE in Q1 2024 and held it in 5 quarters. The position peaked at $284K in Q4 2024. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2025.

  • Tyler-Stone Wealth Management reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 4,725 Xtrackers S&P 500 ESG ETF shares in Q2 2025, an estimated $238K.
  • Tyler-Stone Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2024 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $284K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.