Citadel Advisors
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Citadel Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Citadel Advisors’s Portfolio SFY Stock Details SFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,300
Closed -$426K – 13930
2025
Q3 		$426K Buy
+3,300
New +$407K ﹤0.01% 9518

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Citadel Advisors's SFY Position: Q1 2026 in Review

Citadel Advisors increased its SoFi Select 500 ETF (SFY) stake by 76% in Q1 2026, buying an estimated $2.15M and bringing the position to 37,892 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #4436.

Citadel Advisors first reported a position in SFY in Q3 2022 and has held it in 10 quarters since. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

  • Citadel Advisors held 37,892 shares of SoFi Select 500 ETF worth $4.73M as of Q1 2026.
  • Citadel Advisors bought 16,366 SoFi Select 500 ETF shares in Q1 2026, an estimated $2.15M.
  • SoFi Select 500 ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4436 holding.
  • Citadel Advisors first reported a position in SoFi Select 500 ETF in Q3 2022 and has held it in 10 quarters since.
  • 57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.