Northwestern Mutual Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History

Northwestern Mutual Wealth Management’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 Q2	$1.82M	Sell	12,193 -715	-6%	-$102K	﹤0.01%	1202
2026 Q1	$1.61M	Buy	12,908 +80	+0.6%	+$10.5K	﹤0.01%	1176
2025 Q4	$1.7M	Hold	12,828	–	–	﹤0.01%	1105
2025 Q3	$1.66M	Sell	12,828 -1,913	-13%	-$236K	﹤0.01%	1060
2025 Q2	$1.74M	Buy	14,741 +907	+7%	+$96.9K	﹤0.01%	983
2025 Q1	$1.41M	Sell	13,834 -1,616	-10%	-$176K	﹤0.01%	1003
2024 Q4	$1.68M	Buy	15,450 +14,896	+2,689%	+$1.63M	﹤0.01%	905
2024 Q3	$57.6K	Sell	554 -15	-3%	-$1.5K	﹤0.01%	2106
2024 Q2	$56.5K	Buy	569 +67	+13%	+$6.31K	﹤0.01%	2046
2024 Q1	$46.8K	Buy	502 +20	+4%	+$1.77K	﹤0.01%	2105
2023 Q4	$40.9K	Sell	482 -85	-15%	-$6.75K	﹤0.01%	2126
2023 Q3	$43.3K	Buy	567 +97	+21%	+$7.66K	﹤0.01%	2019
2023 Q2	$36.8K	Buy	470 +11	+2%	+$812	﹤0.01%	2101
2023 Q1	$33.2K	Sell	459 -72	-14%	-$5.04K	﹤0.01%	2087
2022 Q4	$35.3K	Buy	531 +129	+32%	+$8.75K	﹤0.01%	2029
2022 Q3	$25K	Buy	402 +5	+1%	+$351	﹤0.01%	2125
2022 Q2	$26K	Sell	397 -5	-1%	-$364	﹤0.01%	2139
2022 Q1	$33K	Buy	402 +27	+7%	+$2.17K	﹤0.01%	2112
2021 Q4	$33K	Buy	375 +373	+18,650%	+$31.9K	﹤0.01%	2136
2021 Q3	$0	Hold	2	–	–	﹤0.01%	3192
2021 Q2	$0	Buy	+2	New	+$153	﹤0.01%	3140

Other funds holding SFY

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Northwestern Mutual Wealth Management's SFY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its SoFi Select 500 ETF (SFY) stake by 5.5% in Q2 2026, selling an estimated $102K and leaving 12,193 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Northwestern Mutual Wealth Management first reported a position in SFY in Q2 2021 and has held it in 21 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Northwestern Mutual Wealth Management held 12,193 shares of SoFi Select 500 ETF worth $1.82M as of Q2 2026.
Northwestern Mutual Wealth Management sold 715 SoFi Select 500 ETF shares in Q2 2026, an estimated $102K.
SoFi Select 500 ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1202 holding.
Northwestern Mutual Wealth Management first reported a position in SoFi Select 500 ETF in Q2 2021 and has held it in 21 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.