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Tidal Investments’s SoFi Select 500 ETF SFY Stock Holding History

Tidal Investments’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 		– Sell
-9,791
Closed -$1.29M – 2556
2025
Q4 		$1.29M Sell
9,791
-4,117
-30% -$542K ﹤0.01% 1144
2025
Q3 		$1.8M Buy
13,908
+262
+2% +$32.3K ﹤0.01% 956
2025
Q2 		$1.61M Buy
13,646
+10,313
+309% +$1.1M 0.01% 819
2025
Q1 		$340K Sell
3,333
-7,247
-68% -$790K ﹤0.01% 1504
2024
Q4 		$1.15M Buy
10,580
+675
+7% +$73.7K 0.01% 938
2024
Q3 		$1.03M Sell
9,905
-507
-5% -$50.6K 0.01% 969
2024
Q2 		$1.03M Sell
10,412
-83
-0.8% -$7.82K 0.01% 879
2024
Q1 		$978K Buy
10,495
+616
+6% +$54.4K 0.02% 884
2023
Q4 		$837K Buy
+9,879
New +$784K 0.02% 717

Other funds holding SFY

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

Tidal Investments's SFY Position: Q1 2026 in Review

Tidal Investments sold out of SoFi Select 500 ETF (SFY) in Q1 2026, closing a stake of 9,791 shares — an estimated $1.29M sold.

Tidal Investments first reported a position in SFY in Q4 2023 and held it in 9 quarters. The position peaked at $1.8M in Q3 2025. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

  • Tidal Investments reported no remaining SoFi Select 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Tidal Investments sold 9,791 SoFi Select 500 ETF shares in Q1 2026, an estimated $1.29M.
  • Tidal Investments first reported a position in SoFi Select 500 ETF in Q4 2023 and held it in 9 quarters.
  • Tidal Investments's SoFi Select 500 ETF position peaked at $1.8M in Q3 2025.
  • 57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.