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Sofi Select 500 Etf shares owned by Creative Planning

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Select 500 Etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 1.8k 132.16
2025-09-30 $254k 2.0k 129.19
2025-06-30 $226k 1.9k 118.13

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View all positions for Creative Planning

Top funds holding Sofi Select 500 Etf

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

View all funds holding Sofi Select 500 Etf