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Sofi Select 500 Etf shares owned by Cahaba Wealth Management

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Cahaba Wealth Management from 13F filings

Historical chart of Cahaba Wealth Management investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 Etf held by Cahaba Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by Cahaba Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 2.9k 129.19
2025-06-30 $341k 2.9k 118.13

More positions owned by Cahaba Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr National Mun Etf (MUB)
Southern Company (SO)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Cahaba Wealth Management

Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
Concurrent Investment Advisors
Citadel Advisors
LPL Financial
Susquehanna International
Royal Bank of Canada
Teamwork Financial Advisors
Toroso Investments
Nova Wealth Management
Mustico Financial Group
Northwestern Mutual Wealth Management Company
Wedbush Morgan Securities
Centric Wealth Management
FMR

View all funds holding Sofi Select 500 Etf