WWA
SNPE icon

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

WCG Wealth Advisors’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 		$57.1M Sell
958,234
-3,472
-0.4% -$217K 1.6% 8
2025
Q4 		$60.1M Buy
961,706
+716,875
+293% +$44M 1.68% 10
2025
Q3 		$14.7M Sell
244,831
-306,455
-56% -$17.6M 0.92% 27
2025
Q2 		$30.5M Buy
551,286
+181,689
+49% +$9.29M 1.97% 8
2025
Q1 		$18.6M Sell
369,597
-78,886
-18% -$4.18M 1.42% 18
2024
Q4 		$23.9M Sell
448,483
-5,332
-1% -$287K 1.58% 14
2024
Q3 		$23.9M Sell
453,815
-85,561
-16% -$4.35M 1.61% 12
2024
Q2 		$27M Sell
539,376
-421,574
-44% -$20.2M 2% 11
2024
Q1 		$46M Sell
960,950
-128,118
-12% -$5.83M 3.84% 1
2023
Q4 		$47.4M Sell
1,089,068
-230,135
-17% -$9.42M 3.48% 1
2023
Q3 		$53.2M Buy
1,319,203
+129,301
+11% +$5.27M 3.9% 1
2023
Q2 		$48.2M Buy
1,189,902
+39,005
+3% +$1.5M 5.64% 1
2023
Q1 		$42.8M Buy
1,150,897
+312
+0% +$11.3K 5.48% 1
2022
Q4 		$39.8M Buy
1,150,585
+117,589
+11% +$4.09M 5.46% 1
2022
Q3 		$35.9M Sell
1,032,996
-36,552
-3% -$1.31M 4.75% 1
2022
Q2 		$36.5M Buy
+1,069,548
New +$39.6M 5.07% 1

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
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 $299B AUM 28.69% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

WCG Wealth Advisors's SNPE Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.36% in Q1 2026, selling an estimated $217K and leaving 958,234 shares worth $57.1M. The position accounts for 1.6% of the portfolio, ranked #8.

WCG Wealth Advisors first reported a position in SNPE in Q2 2022 and has held it in 16 quarters since. The position peaked at $60.1M in Q4 2025. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

  • WCG Wealth Advisors held 958,234 shares of Xtrackers S&P 500 ESG ETF worth $57.1M as of Q1 2026.
  • WCG Wealth Advisors sold 3,472 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $217K.
  • Xtrackers S&P 500 ESG ETF made up 1.6% of WCG Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • WCG Wealth Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Xtrackers S&P 500 ESG ETF position peaked at $60.1M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.