Cutler Group’s SoFi Select 500 ETF SFY Stock Holding History

Cutler Group’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
2022 Q4	–	Sell	-80	Closed	-$5K	–	5119
2022 Q3	$5K	Hold	80	–	–	﹤0.01%	3691
2022 Q2	$5K	Buy	80 +20	+33%	+$1.46K	﹤0.01%	3759
2022 Q1	$4K	Buy	60 +40	+200%	+$3.21K	﹤0.01%	4320
2021 Q4	$1K	Buy	+20	New	+$1.71K	﹤0.01%	5126

Other funds holding SFY

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Cutler Group's SFY Position: Q4 2022 in Review

Cutler Group sold out of SoFi Select 500 ETF (SFY) in Q4 2022, closing a stake of 80 shares — an estimated $5K sold.

Cutler Group first reported a position in SFY in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 20 funds tracked by Wall St. Rank hold SFY as of Q4 2022.

Cutler Group reported no remaining SoFi Select 500 ETF position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 80 SoFi Select 500 ETF shares in Q4 2022, an estimated $5K.
Cutler Group first reported a position in SoFi Select 500 ETF in Q4 2021 and held it in 4 quarters.
Cutler Group's SoFi Select 500 ETF position peaked at $5K in Q3 2022.
20 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.