FFA
SFY icon

Farther Finance Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Farther Finance 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
2026
Q1 		$39.1K Buy
310
+308
+15,400% +$40.4K ﹤0.01% 3177
2025
Q4 		$266 Buy
+2
New +$263 ﹤0.01% 5161
2025
Q3 		– Sell
-11
Closed -$1.3K – 5063
2025
Q2 		$1.3K Hold
11
– – ﹤0.01% 3837
2025
Q1 		$1.13K Hold
11
– – ﹤0.01% 3571
2024
Q4 		$1.2K Hold
11
– – ﹤0.01% 3186
2024
Q3 		$1.14K Hold
11
– – ﹤0.01% 3202
2024
Q2 		$1.12K Hold
11
– – ﹤0.01% 3033
2024
Q1 		$1.04K Hold
11
– – ﹤0.01% 2757
2023
Q4 		$953 Buy
+11
New +$873 ﹤0.01% 2756
2023
Q3 		– Hold
0
– – – 2605
2023
Q2 		– Hold
0
– – – 2485
2023
Q1 		– Hold
0
– – – 2340

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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