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 271 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,751
shares
|
$68,201
0.02% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,575
shares
|
$61,346
0.03% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,450
shares
|
$56,477
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,450
shares
|
$56,477
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,435
shares
|
$55,893
0.05% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,397
shares
|
$54,413
0.05% of portfolio
|
Q1 2025
Added 201.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,209
shares
|
$47,090
0.0% of portfolio
|
Q1 2025
Added 42.4%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,190
shares
|
$46,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,086
shares
|
$42,299
0.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,000
shares
|
$38,950
0.02% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
895
shares
|
$34,860
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
837
shares
|
$32,601
0.0% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
682
shares
|
$26,563
0.01% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
550
shares
|
$21,422
0.01% of portfolio
|
Q4 2022
Reduced 87.36%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$19,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
500
shares
|
$19,475
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$19,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
486
shares
|
$18,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
460
shares
|
$17,917
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
441
shares
|
$17,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
305
shares
|
$11,879
0.0% of portfolio
|
Q1 2025
Reduced 82.87%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
255
shares
|
$9,932
0.0% of portfolio
|
Q1 2025
Reduced 84.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
250
shares
|
$9,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
200
shares
|
$7,790
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
173
shares
|
$6,738
0.0% of portfolio
|
Q1 2025
Added 2371.43%
|