Farther Finance Advisors, LLC XSW — SPDR S&P SOFTWARE & SERVICES ETF

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported SPDR S&P SOFTWARE & SERVICES ETF (XSW) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows XSW 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.

What this XSW 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 S&P SOFTWARE & SERVICES 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

XSW stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held XSW — position size vs. price
% of Fund (quarterly)    XSW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3 -172 -98.3% 0.00% $515 2026-07-17 $177.45
2025 Q1 UNCHANGED — — — 175 — 0% 0.00% $28K 2025-04-14 $152.93
2024 Q4 REDUCED 46.2% -15.4% ✅ 175 -150 -46.2% 0.00% $33K 2025-02-10 $197.29
2024 Q3 ADDED — — — 325 +127 +64.1% 0.00% $52K 2024-10-29 $170.10
2024 Q2 INITIATED — — — 198 — — 0.00% $30K 2024-07-31 $156.30

🏢 Other funds also holding XSW

As of 2026 Q2 — sorted by position size

McGuire Investment Group, LLC 3Y 7Y 1.0% High Point Wealth Management, LLC 0.48% Essex LLC 3Y 0.38% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.3% Grant Private Wealth Management Inc 0.23% Vertex Investment Solutions Co., Ltd. 0.21% Sharper & Granite LLC 3Y 0.14% Nautilus Advisors LLC 0.12% Wealth Enhancement Trust Services, Inc. 0.1% WARNER FINANCIAL, INC 3Y 0.1%

FAQ About Farther Finance Advisors, LLC and XSW

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 XSW?

Farther Finance Advisors, LLC reported XSW across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for XSW was 0.00% in 2024 Q3.

What is the latest reported XSW position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 3 shares, equal to 0.00% of portfolio, with an estimated market value of $515.

What does the chart on this XSW ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly XSW 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.

How well did Farther Finance Advisors, LLC time their XSW position?

Based on 13F filing dates vs. subsequent XSW price moves, Farther Finance Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on XSW relative to SPY over the holding period was -1.4%.

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