LPL Financial
SFY icon

LPL Financial’s SoFi Select 500 ETF SFY Stock Holding History

LPL Financial’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 		$4.57M Sell
36,642
-125
-0.3% -$16.4K ﹤0.01% 2707
2025
Q4 		$4.86M Buy
36,767
+1,853
+5% +$244K ﹤0.01% 2557
2025
Q3 		$4.51M Buy
34,914
+4,791
+16% +$591K ﹤0.01% 2567
2025
Q2 		$3.56M Buy
30,123
+4,744
+19% +$507K ﹤0.01% 2588
2025
Q1 		$2.59M Buy
+25,379
New +$2.77M ﹤0.01% 2718

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
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

LPL Financial's SFY Position: Q1 2026 in Review

LPL Financial reduced its SoFi Select 500 ETF (SFY) stake by 0.34% in Q1 2026, selling an estimated $16.4K and leaving 36,642 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

LPL Financial first reported a position in SFY in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.86M in Q4 2025. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

  • LPL Financial held 36,642 shares of SoFi Select 500 ETF worth $4.57M as of Q1 2026.
  • LPL Financial sold 125 SoFi Select 500 ETF shares in Q1 2026, an estimated $16.4K.
  • SoFi Select 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2707 holding.
  • LPL Financial first reported a position in SoFi Select 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • LPL Financial's SoFi Select 500 ETF position peaked at $4.86M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.