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

WFA 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
2025 Q3	$68.1K	Buy	1,294 +3	+0.2%	+$173	0.04%	86
2025 Q2	$64.6K	Buy	1,291 +5	+0.4%	+$256	0.04%	88
2025 Q1	$61.5K	Sell	1,286 -13	-1%	-$689	0.03%	92
2024 Q4	$69.2K	Buy	1,299 +5	+0.4%	+$269	0.04%	91
2024 Q3	$68.1K	Buy	1,294 +3	+0.2%	+$153	0.04%	86
2024 Q2	$64.6K	Buy	1,291 +5	+0.4%	+$240	0.04%	88
2024 Q1	$61.5K	Buy	1,286 +3	+0.2%	+$137	0.03%	92
2023 Q4	$55.9K	Buy	1,283 +5	+0.4%	+$205	0.03%	85
2023 Q3	$50.1K	Buy	1,278 +9	+0.7%	+$367	0.03%	96
2023 Q2	$51.6K	Hold	1,269	–	–	0.03%	93
2023 Q1	$47.2K	Buy	1,269 +4	+0.3%	+$144	0.03%	98
2022 Q4	$43.7K	Sell	1,265 -541	-30%	-$18.8K	0.03%	95
2022 Q3	$57.9K	Buy	1,806 +15	+0.8%	+$537	0.04%	82
2022 Q2	$61.2K	Hold	1,791	–	–	0.04%	83
2022 Q1	$73.4K	Buy	1,791 +5	+0.3%	+$201	0.05%	81
2021 Q4	$76.2K	Buy	+1,786	New	+$73.5K	0.05%	79

Other funds holding SNPE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WFA Asset Management's SNPE Position: Q3 2025 in Review

WFA Asset Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.23% in Q3 2025, buying an estimated $173 and bringing the position to 1,294 shares worth $68.1K. The position accounts for 0.04% of the portfolio, ranked #86.

WFA Asset Management first reported a position in SNPE in Q4 2021 and has held it in 16 quarters since. The position peaked at $76.2K in Q4 2021. 113 funds tracked by Wall St. Rank hold SNPE as of Q3 2025.

WFA Asset Management held 1,294 shares of Xtrackers S&P 500 ESG ETF worth $68.1K as of Q3 2025.
WFA Asset Management bought 3 Xtrackers S&P 500 ESG ETF shares in Q3 2025, an estimated $173.
Xtrackers S&P 500 ESG ETF made up 0.04% of WFA Asset Management's portfolio in Q3 2025, its #86 holding.
WFA Asset Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Xtrackers S&P 500 ESG ETF position peaked at $76.2K in Q4 2021.
113 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.