Teamwork Financial Advisors »

Sofi Select 500 Etf shares owned by Teamwork Financial Advisors

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

Historical chart of Teamwork Financial Advisors investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Select 500 Etf by Teamwork Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 22k 129.21
2025-06-30 $2.9M 25k 118.15
2025-03-31 $2.5M 25k 101.92
2024-12-31 $2.9M 27k 108.84

More positions owned by Teamwork Financial Advisors

Apple Call Option (AAPL)
Amazon (AMZN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Netflix (NFLX)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Tesla Motors Call Option (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Arista Networks Com Shs Call Option (ANET)
Robinhood Mkts Com Cl A Call Option (HOOD)
Meta Platforms Cl A Call Option (META)
Advanced Micro Devices (AMD)
Palantir Technologies Cl A (PLTR)

View all positions for Teamwork Financial Advisors

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