XLSR SPDR SSGA U.S. SECTOR ROTATION ETF

Ownership history in Farther Finance Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported SPDR SSGA U.S. SECTOR ROTATION ETF (XLSR) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows XLSR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLSR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in SPDR SSGA U.S. SECTOR ROTATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLSR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held XLSR — position size vs. price
% of Fund (quarterly)    XLSR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,913 -3 -0.2% 0.00% $111K 2026-04-07 $58.73
2025 Q4 ADDED 1,916 +202 +11.8% 0.00% $119K 2026-01-23 $62.08
2025 Q3 REDUCED 1,714 -38 -2.2% 0.00% $102K 2025-10-14 $59.29
2025 Q2 ADDED 1,752 +328 +23.0% 0.00% $96K 2025-07-11 $55.01
2025 Q1 REDUCED 1,424 -554 -28.0% 0.00% $73K 2025-04-14 $47.96
2024 Q4 ADDED 1,978 +387 +24.3% 0.00% $106K 2025-02-10 $54.86
2024 Q3 REDUCED 1,591 -863 -35.2% 0.00% $82K 2024-10-29 $52.12
2024 Q2 REDUCED 2,454 -194 -7.3% 0.01% $125K 2024-07-31 $50.07
2024 Q1 ADDED 2,648 +19 +0.7% 0.01% $132K 2024-05-14 $48.80
2023 Q4 REDUCED 2,629 -532 -16.8% 0.01% $120K 2024-02-15 $47.43
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and XLSR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning XLSR?

Farther Finance Advisors, LLC reported XLSR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XLSR position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for XLSR was 0.01% in 2023 Q4.

What is the latest reported XLSR position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 1,913 shares, equal to 0.00% of portfolio, with an estimated market value of $111K.

What does the chart on this XLSR ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly XLSR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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