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Sofi Select 500 Etf shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Select 500 Etf by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 35k 129.19
2025-06-30 $3.6M 30k 118.13
2025-03-31 $2.6M 25k 101.92

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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