Weinberger Asset Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Weinberger Asset 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
2026 Q2	$883K	Buy	12,875 +265	+2%	+$17.6K	0.28%	51
2026 Q1	$751K	Buy	12,610 +6,045	+92%	+$377K	0.28%	47
2025 Q4	$410K	Buy	+6,565	New	+$403K	0.15%	67

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

Weinberger Asset Management's SNPE Position: Q2 2026 in Review

Weinberger Asset Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 2.1% in Q2 2026, buying an estimated $17.6K and bringing the position to 12,875 shares worth $883K. The position accounts for 0.28% of the portfolio, ranked #51.

Weinberger Asset Management first reported a position in SNPE in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Weinberger Asset Management held 12,875 shares of Xtrackers S&P 500 ESG ETF worth $883K as of Q2 2026.
Weinberger Asset Management bought 265 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $17.6K.
Xtrackers S&P 500 ESG ETF made up 0.28% of Weinberger Asset Management's portfolio in Q2 2026, its #51 holding.
Weinberger Asset Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.