Farther Finance Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Farther Finance Advisors’s Portfolio XSW Stock Details XSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15K	Buy	77 +74	+2,467%	+$14.2K	﹤0.01%	4371
2026 Q2	$515	Buy	+3	New	+$478	﹤0.01%	5528
2025 Q2	–	Sell	-175	Closed	-$28.4K	–	4672
2025 Q1	$28.4K	Hold	175	–	–	﹤0.01%	2186
2024 Q4	$33.1K	Sell	175 -150	-46%	-$27.2K	﹤0.01%	1864
2024 Q3	$52.2K	Buy	325 +127	+64%	+$19.5K	﹤0.01%	1628
2024 Q2	$30K	Buy	+198	New	+$29.4K	﹤0.01%	1618

Other funds holding XSW

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Farther Finance Advisors's XSW Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR S&P Software & Services ETF (XSW) stake by 2,467% in Q3 2026, buying an estimated $14.2K and bringing the position to 77 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4371.

Farther Finance Advisors first reported a position in XSW in Q2 2024 and has held it in 6 quarters since. The position peaked at $52.2K in Q3 2024. 9 funds tracked by Wall St. Rank hold XSW as of Q3 2026.

Farther Finance Advisors held 77 shares of State Street SPDR S&P Software & Services ETF worth $15K as of Q3 2026.
Farther Finance Advisors bought 74 State Street SPDR S&P Software & Services ETF shares in Q3 2026, an estimated $14.2K.
State Street SPDR S&P Software & Services ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4371 holding.
Farther Finance Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2024 and has held it in 6 quarters since.
Farther Finance Advisors's State Street SPDR S&P Software & Services ETF position peaked at $52.2K in Q3 2024.
9 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.