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 Q2	$484K	Sell	7,029 -413	-6%	-$27.4K	0.16%	54
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

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

Veridan Wealth's SNPE Position: Q2 2026 in Review

Veridan Wealth reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 5.5% in Q2 2026, selling an estimated $27.4K and leaving 7,029 shares worth $484K. 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 7 quarters since. The position peaked at $511K in Q4 2024. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Veridan Wealth held 7,029 shares of Xtrackers S&P 500 ESG ETF worth $484K as of Q2 2026.
Veridan Wealth sold 413 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $27.4K.
Xtrackers S&P 500 ESG ETF made up 0.16% of Veridan Wealth's portfolio in Q2 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 7 quarters since.
Veridan Wealth's Xtrackers S&P 500 ESG ETF position peaked at $511K in Q4 2024.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.