Urban Financial Advisory Corp’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Urban Financial Advisory Corp’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	$118K	Buy	1,713 +5	+0.3%	+$332	0.03%	44
2026 Q1	$102K	Sell	1,708 -277	-14%	-$17.3K	0.04%	42
2025 Q4	$124K	Buy	1,985 +6	+0.3%	+$368	0.05%	38
2025 Q3	$119K	Sell	1,979 -390	-16%	-$22.4K	0.06%	35
2025 Q2	$131K	Buy	2,369 +7	+0.3%	+$358	0.07%	31
2025 Q1	$119K	Sell	2,362 -21	-0.9%	-$1.11K	0.07%	35
2024 Q4	$127K	Buy	2,383 +8	+0.3%	+$431	0.07%	30
2024 Q3	$125K	Buy	+2,375	New	+$121K	0.07%	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

Urban Financial Advisory Corp's SNPE Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.29% in Q2 2026, buying an estimated $332 and bringing the position to 1,713 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #44.

Urban Financial Advisory Corp first reported a position in SNPE in Q3 2024 and has held it in 8 quarters since. The position peaked at $131K in Q2 2025. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Urban Financial Advisory Corp held 1,713 shares of Xtrackers S&P 500 ESG ETF worth $118K as of Q2 2026.
Urban Financial Advisory Corp bought 5 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $332.
Xtrackers S&P 500 ESG ETF made up 0.03% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #44 holding.
Urban Financial Advisory Corp first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2024 and has held it in 8 quarters since.
Urban Financial Advisory Corp's Xtrackers S&P 500 ESG ETF position peaked at $131K in Q2 2025.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.