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Shufro Rose & Co’s SoFi Select 500 ETF SFY Stock Holding History

Shufro Rose & Co’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
2025
Q2 		– Sell
-5,940
Closed -$605K – 314
2025
Q1 		$605K Sell
5,940
-2,926
-33% -$319K 0.05% 159
2024
Q4 		$965K Buy
+8,866
New +$968K 0.07% 114

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Shufro Rose & Co's SFY Position: Q2 2025 in Review

Shufro Rose & Co sold out of SoFi Select 500 ETF (SFY) in Q2 2025, closing a stake of 5,940 shares — an estimated $605K sold.

Shufro Rose & Co first reported a position in SFY in Q4 2024 and held it in 2 quarters. The position peaked at $965K in Q4 2024. 42 funds tracked by Wall St. Rank hold SFY as of Q2 2025.

  • Shufro Rose & Co reported no remaining SoFi Select 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 5,940 SoFi Select 500 ETF shares in Q2 2025, an estimated $605K.
  • Shufro Rose & Co first reported a position in SoFi Select 500 ETF in Q4 2024 and held it in 2 quarters.
  • Shufro Rose & Co's SoFi Select 500 ETF position peaked at $965K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2025.

Based on Shufro Rose & Co's 13F filing for Q2 2025, filed 11 Aug 2025.