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 |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
10,729
shares
|
$430,125
0.14% of portfolio
|
Q4 2024
Added 99.87%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
10,591
shares
|
$424,593
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,452
shares
|
$419,020
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,898
shares
|
$396,810
0.01% of portfolio
|
Q4 2024
Reduced 82.3%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
9,825
shares
|
$393,884
0.55% of portfolio
|
Q3 2023
Added 5.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
9,610
shares
|
$385,264
0.07% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
9,383
shares
|
$376,164
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
9,320
shares
|
$373,638
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
9,230
shares
|
$370,030
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,229
shares
|
$369,990
0.01% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
9,221
shares
|
$369,669
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
9,160
shares
|
$367,224
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,051
shares
|
$362,854
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,809
shares
|
$353,152
0.0% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,792
shares
|
$352,471
0.01% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,779
shares
|
$351,950
0.15% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
8,354
shares
|
$334,911
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
8,353
shares
|
$334,871
0.03% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,187
shares
|
$328,216
0.1% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,180
shares
|
$327,936
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
8,125
shares
|
$325,731
0.62% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,978
shares
|
$319,838
0.12% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
7,958
shares
|
$319,036
0.01% of portfolio
|
Q4 2024
Added 63.41%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
7,901
shares
|
$316,751
0.03% of portfolio
|
Q4 2024
Added 28.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,623
shares
|
$305,606
0.02% of portfolio
|
Q4 2024
Added 3.18%
|