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

WR Wealth Planners’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
Q4 		$28.6K Hold
263
– – 0.01% 402
2024
Q3 		$27.3K Buy
+263
New +$26.2K 0.01% 433

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WR Wealth Planners's SFY Position: Q4 2024 in Review

WR Wealth Planners held its SoFi Select 500 ETF (SFY) position steady in Q4 2024 at 263 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #402.

WR Wealth Planners first reported a position in SFY in Q3 2024 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold SFY as of Q4 2024.

  • WR Wealth Planners held 263 shares of SoFi Select 500 ETF worth $28.6K as of Q4 2024.
  • WR Wealth Planners left its SoFi Select 500 ETF share count unchanged in Q4 2024.
  • SoFi Select 500 ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #402 holding.
  • WR Wealth Planners first reported a position in SoFi Select 500 ETF in Q3 2024 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.