Raymond James & Associates’s SoFi Select 500 ETF SFY Stock Holding History

Raymond James & Associates’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
2024 Q3	$261K	Buy	2,513 +67	+3%	+$6.68K	﹤0.01%	3479
2024 Q2	$243K	Hold	2,446	–	–	﹤0.01%	3498
2024 Q1	$228K	Buy	2,446 +49	+2%	+$4.33K	﹤0.01%	3541
2023 Q4	$203K	Sell	2,397 -128	-5%	-$10.2K	﹤0.01%	3518
2023 Q3	$193K	Buy	2,525 +245	+11%	+$19.4K	﹤0.01%	3468
2023 Q2	$179K	Buy	2,280 +262	+13%	+$19.3K	﹤0.01%	3508
2023 Q1	$146K	Buy	+2,018	New	+$141K	﹤0.01%	3566

Other funds holding SFY

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

TFA

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James & Associates's SFY Position: Q3 2024 in Review

Raymond James & Associates increased its SoFi Select 500 ETF (SFY) stake by 2.7% in Q3 2024, buying an estimated $6.68K and bringing the position to 2,513 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #3479.

Raymond James & Associates first reported a position in SFY in Q1 2023 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold SFY as of Q3 2024.

Raymond James & Associates held 2,513 shares of SoFi Select 500 ETF worth $261K as of Q3 2024.
Raymond James & Associates bought 67 SoFi Select 500 ETF shares in Q3 2024, an estimated $6.68K.
SoFi Select 500 ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3479 holding.
Raymond James & Associates first reported a position in SoFi Select 500 ETF in Q1 2023 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.