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SignatureFD’s SoFi Select 500 ETF SFY Stock Holding History

SignatureFD’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
Closed -$534 – 3256
2025
Q1 		$512 Hold
5
– – ﹤0.01% 3167
2024
Q4 		$547 Sell
5
-1
-17% -$109 ﹤0.01% 3132
2024
Q3 		$593 Buy
+6
New +$599 ﹤0.01% 3073
2022
Q4 		– Hold
0
– – – 3399
2022
Q3 		– Hold
0
– – – 3325

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 $9.2B AUM 23.26% 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

SignatureFD's SFY Position: Q2 2025 in Review

SignatureFD sold out of SoFi Select 500 ETF (SFY) in Q2 2025, closing a stake of 5 shares — an estimated $534 sold.

SignatureFD first reported a position in SFY in Q3 2024 and held it in 3 quarters. The position peaked at $593 in Q3 2024. 42 funds tracked by Wall St. Rank hold SFY as of Q2 2025.

  • SignatureFD reported no remaining SoFi Select 500 ETF position as of Q2 2025 after selling out during the quarter.
  • SignatureFD sold 5 SoFi Select 500 ETF shares in Q2 2025, an estimated $534.
  • SignatureFD first reported a position in SoFi Select 500 ETF in Q3 2024 and held it in 3 quarters.
  • SignatureFD's SoFi Select 500 ETF position peaked at $593 in Q3 2024.
  • 42 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.