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SoFi Wealth’s SoFi Select 500 ETF SFY Stock Holding History

SoFi Wealth’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 		$219M Buy
1,754,353
+110,408
+7% +$14.5M 10.55% 2
2025
Q4 		$217M Sell
1,643,945
-89,723
-5% -$11.8M 10.84% 3
2025
Q3 		$224M Sell
1,733,668
-20,327
-1% -$2.51M 12.06% 2
2025
Q2 		$207M Buy
1,753,995
+16,457
+0.9% +$1.76M 12.66% 3
2025
Q1 		$177M Sell
1,737,538
-4,937,018
-74% -$538M 13.31% 2
2024
Q4 		$726M Buy
6,674,556
+120,426
+2% +$13.1M 49.8% 1
2024
Q3 		$681M Buy
6,554,130
+427,105
+7% +$42.6M 50.11% 1
2024
Q2 		$608M Buy
6,127,025
+274,195
+5% +$25.8M 51.01% 1
2024
Q1 		$545M Buy
5,852,830
+352,675
+6% +$31.2M 50.69% 1
2023
Q4 		$466M Buy
5,500,155
+178,882
+3% +$14.2M 49.93% 1
2023
Q3 		$407M Buy
5,321,273
+188,437
+4% +$14.9M 49.61% 1
2023
Q2 		$402M Buy
5,132,836
+159,235
+3% +$11.8M 49.61% 1
2023
Q1 		$359M Buy
4,973,601
+246,452
+5% +$17.3M 48.42% 1
2022
Q4 		$314M Buy
4,727,149
+226,084
+5% +$15.3M 47.28% 1
2022
Q3 		$286M Buy
4,501,065
+214,567
+5% +$15.1M 47.96% 1
2022
Q2 		$282M Buy
4,286,498
+264,773
+7% +$19.3M 47.29% 1
2022
Q1 		$329M Buy
+4,021,725
New +$323M 49.94% 1

Other funds holding SFY

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

SoFi Wealth's SFY Position: Q1 2026 in Review

SoFi Wealth increased its SoFi Select 500 ETF (SFY) stake by 6.7% in Q1 2026, buying an estimated $14.5M and bringing the position to 1,754,353 shares worth $219M. The position accounts for 10.55% of the portfolio, ranked #2.

SoFi Wealth first reported a position in SFY in Q1 2022 and has held it in 17 quarters since. The position peaked at $726M in Q4 2024. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

  • SoFi Wealth held 1,754,353 shares of SoFi Select 500 ETF worth $219M as of Q1 2026.
  • SoFi Wealth bought 110,408 SoFi Select 500 ETF shares in Q1 2026, an estimated $14.5M.
  • SoFi Select 500 ETF made up 10.55% of SoFi Wealth's portfolio in Q1 2026, its #2 holding.
  • SoFi Wealth first reported a position in SoFi Select 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • SoFi Wealth's SoFi Select 500 ETF position peaked at $726M in Q4 2024.
  • 57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.