Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.18M+ 3849.0% |
$46.1M - $50.7M
|
1.21M
$46.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
669K+ 15.72% |
$26.1M - $28.7M
|
4.92M
$188M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
574K+ 20.26% |
$22.4M - $24.6M
|
3.41M
$130M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
448K+ 53.85% |
$17.5M - $19.2M
|
1.28M
$49M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
331K+ 123.46% |
$12.9M - $14.2M
|
600K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
317K+ 80.87% |
$12.4M - $13.6M
|
710K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
283KNew |
$11M - $12.1M
|
283K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
186KNew |
$7.27M - $7.99M
|
186K
$7.13M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
169K+ 188.39% |
$6.58M - $7.23M
|
258K
$9.89M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 19.29% |
$5.5M - $6.05M
|
872K
$33.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 2.9% |
$4.05M - $4.45M
|
3.68M
$141M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.1KNew |
$3.75M - $4.12M
|
96.1K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
90.1K+ 32.59% |
$3.52M - $3.86M
|
367K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
83.6KNew |
$3.26M - $3.59M
|
83.6K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
81.8K+ 17.9% |
$3.19M - $3.51M
|
539K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
74.9K+ 10.58% |
$2.92M - $3.21M
|
783K
$30M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
74.8K+ 27.42% |
$2.92M - $3.21M
|
347K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.5K+ 37.66% |
$2.87M - $3.15M
|
269K
$10.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.5KNew |
$2.87M - $3.15M
|
73.5K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65.8K+ 42.19% |
$2.57M - $2.82M
|
222K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.2K+ 89.0% |
$1.92M - $2.11M
|
105K
$4M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
46.3K+ 264.49% |
$1.81M - $1.98M
|
63.8K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
46.2KNew |
$1.8M - $1.98M
|
46.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43.7KNew |
$1.7M - $1.87M
|
43.7K
$1.67M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42.8K+ 41.63% |
$1.67M - $1.84M
|
146K
$5.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
38.5K+ 3849.0% |
$1.5M - $1.65M
|
39.5K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.1KNew |
$1.41M - $1.55M
|
36.1K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36K+ 75.19% |
$1.4M - $1.54M
|
83.8K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
35.7K+ 11.0% |
$1.39M - $1.53M
|
361K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
35.6K+ 3.25% |
$1.39M - $1.53M
|
1.13M
$43.3M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
26.1KNew |
$1.02M - $1.12M
|
26.1K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
24.7K+ 25.59% |
$962K - $1.06M
|
121K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.3K+ 75.85% |
$950K - $1.04M
|
56.4K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.7KNew |
$808K - $888K
|
20.7K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
20K+ 18.85% |
$780K - $857K
|
126K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.8KNew |
$773K - $850K
|
19.8K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$599K - $658K
|
15.3K
$588K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.2K+ 46.8% |
$591K - $650K
|
47.5K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14.9KNew |
$582K - $639K
|
14.9K
$571K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.9K+ 197.24% |
$543K - $597K
|
21K
$803K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 6.58% |
$512K - $563K
|
213K
$8.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.9K+ 23.23% |
$505K - $555K
|
68.6K
$2.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
12.7K+ 42.92% |
$495K - $544K
|
42.2K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.5K+ 100.32% |
$486K - $534K
|
24.9K
$953K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.9KNew |
$464K - $510K
|
11.9K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 5.21% |
$447K - $492K
|
232K
$8.87M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 91.23% |
$405K - $445K
|
21.8K
$833K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.81K+ 7.41% |
$383K - $421K
|
142K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35K+ 63.8% |
$365K - $401K
|
24K
$920K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.62K+ 103.15% |
$336K - $370K
|
17K
$650K
|