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 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
37,240
shares
|
$1.49 Million
0.13% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
37,078
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
33,116
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
32,542
shares
|
$1.3 Million
0.36% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
32,386
shares
|
$1.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
32,100
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,097
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 75.41%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
31,244
shares
|
$1.25 Million
0.38% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
30,718
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
30,147
shares
|
$1.21 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
29,532
shares
|
$1.18 Million
0.75% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
29,185
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
28,500
shares
|
$1.14 Million
0.28% of portfolio
|
Q4 2024
Added 187.39%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,023
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2023
Reduced 13.28%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
27,557
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
27,127
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
26,740
shares
|
$1.07 Million
1.09% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
26,450
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
26,375
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
24,550
shares
|
$984,209
0.93% of portfolio
|
Q3 2024
Added 44536.36%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
24,460
shares
|
$980,601
0.22% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
23,932
shares
|
$959,433
0.0% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,993
shares
|
$921,789
0.02% of portfolio
|
Q4 2024
Added 29.56%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
21,663
shares
|
$868,469
0.01% of portfolio
|
Q4 2024
Added 31.59%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
21,375
shares
|
$856,923
0.03% of portfolio
|
Q4 2024
Added 0.31%
|