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Veridan Wealth’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Veridan Wealth’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 		$443K Sell
7,442
-201
-3% -$12.5K 0.16% 54
2025
Q4 		$477K Sell
7,643
-185
-2% -$11.4K 0.16% 51
2025
Q3 		$470K Buy
+7,828
New +$451K 0.16% 51
2025
Q1 		$389K Sell
7,723
-1,798
-19% -$95.3K 0.18% 56
2024
Q4 		$511K Buy
+9,521
New +$512K 0.24% 50
2024
Q2 		$433K Buy
+7,831
New +$376K 0.17% 51

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

Veridan Wealth's SNPE Position: Q1 2026 in Review

Veridan Wealth reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2.6% in Q1 2026, selling an estimated $12.5K and leaving 7,442 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #54.

Veridan Wealth first reported a position in SNPE in Q2 2024 and has held it in 6 quarters since. The position peaked at $511K in Q4 2024. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

  • Veridan Wealth held 7,442 shares of Xtrackers S&P 500 ESG ETF worth $443K as of Q1 2026.
  • Veridan Wealth sold 201 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $12.5K.
  • Xtrackers S&P 500 ESG ETF made up 0.16% of Veridan Wealth's portfolio in Q1 2026, its #54 holding.
  • Veridan Wealth first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2024 and has held it in 6 quarters since.
  • Veridan Wealth's Xtrackers S&P 500 ESG ETF position peaked at $511K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.