Citadel Advisors
SFYX

Citadel Advisors’s SoFi Next 500 ETF SFYX Stock Holding History

Citadel Advisors’s Portfolio SFYX Stock Details SFYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,716
Closed -$186K – 14797
2025
Q1 		$186K Buy
+13,716
New +$199K ﹤0.01% 10559
2024
Q2 		– Sell
-36,841
Closed -$514K – 15275
2024
Q1 		$514K Buy
36,841
+1
+0% +$13 ﹤0.01% 8329
2023
Q4 		$471K Hold
36,840
– – ﹤0.01% 8245
2023
Q3 		$433K Buy
36,840
+1
+0% +$12 ﹤0.01% 8383
2023
Q2 		$449K Sell
36,839
-3,940
-10% -$45.4K ﹤0.01% 8183
2023
Q1 		$468K Sell
40,779
-58
-0.1% -$677 ﹤0.01% 8454
2022
Q4 		$450K Buy
40,837
+3,773
+10% +$42.3K ﹤0.01% 8467
2022
Q3 		$383K Hold
37,064
– – ﹤0.01% 9046
2022
Q2 		$397K Buy
37,064
+7,391
+25% +$88.9K ﹤0.01% 9154
2022
Q1 		$400K Buy
+29,673
New +$393K ﹤0.01% 9900

Other funds holding SFYX

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $1.1B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Citadel Advisors's SFYX Position: Q2 2025 in Review

Citadel Advisors sold out of SoFi Next 500 ETF (SFYX) in Q2 2025, closing a stake of 13,716 shares — an estimated $186K sold.

Citadel Advisors first reported a position in SFYX in Q1 2022 and held it in 10 quarters. The position peaked at $514K in Q1 2024. 16 funds tracked by Wall St. Rank hold SFYX as of Q2 2025.

  • Citadel Advisors reported no remaining SoFi Next 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 13,716 SoFi Next 500 ETF shares in Q2 2025, an estimated $186K.
  • Citadel Advisors first reported a position in SoFi Next 500 ETF in Q1 2022 and held it in 10 quarters.
  • Citadel Advisors's SoFi Next 500 ETF position peaked at $514K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held SoFi Next 500 ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.