Institutional Ownership Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,450
shares
|
$56,129
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,435
shares
|
$55,548
0.05% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,397
shares
|
$54,077
0.05% of portfolio
|
Q1 2025
Added 201.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,209
shares
|
$46,800
0.0% of portfolio
|
Q1 2025
Added 42.4%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,190
shares
|
$46,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,086
shares
|
$42,039
0.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,000
shares
|
$38,710
0.02% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
895
shares
|
$34,645
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
837
shares
|
$32,400
0.0% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
682
shares
|
$26,400
0.01% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
550
shares
|
$21,290
0.01% of portfolio
|
Q4 2022
Reduced 87.36%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
543
shares
|
$21,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$19,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$19,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$19,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
486
shares
|
$18,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
460
shares
|
$17,806
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
441
shares
|
$17,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
305
shares
|
$11,806
0.0% of portfolio
|
Q1 2025
Reduced 82.87%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
255
shares
|
$9,871
0.0% of portfolio
|
Q1 2025
Reduced 84.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
250
shares
|
$9,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$7,742
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
173
shares
|
$6,696
0.0% of portfolio
|
Q1 2025
Added 2371.43%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
125
shares
|
$4,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
103
shares
|
$3,987
0.0% of portfolio
|
Q1 2025
Reduced 67.09%
|