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 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.59K+ 35.9% |
$335K - $369K
|
32.5K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.03KNew |
$274K - $301K
|
7.03K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.8K+ 14.58% |
$265K - $292K
|
53.5K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.77KNew |
$264K - $290K
|
6.77K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
6.74KNew |
$263K - $289K
|
6.74K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.74K+ 49.39% |
$263K - $289K
|
20.4K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.67K+ 1.14% |
$260K - $286K
|
592K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
6.62KNew |
$258K - $284K
|
6.62K
$253K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.51K+ 13.49% |
$254K - $279K
|
54.7K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.42KNew |
$251K - $275K
|
6.42K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.41K+ 5.85% |
$250K - $275K
|
116K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.38KNew |
$249K - $274K
|
6.38K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.33KNew |
$247K - $271K
|
6.33K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.29KNew |
$246K - $270K
|
6.29K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.18KNew |
$241K - $265K
|
6.18K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.59K+ 22.85% |
$218K - $240K
|
30.1K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$215K - $236K
|
5.5K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.18K+ 47.85% |
$202K - $222K
|
16K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.13KNew |
$200K - $220K
|
5.13K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.83K+ 6.16% |
$189K - $207K
|
83.3K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.57K+ 27.33% |
$178K - $196K
|
21.3K
$816K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.44K+ 11.32% |
$173K - $191K
|
43.7K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.43K+ 5.39% |
$173K - $190K
|
86.5K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 10.58% |
$168K - $184K
|
44.9K
$1.72M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.13K+ 4.32% |
$161K - $177K
|
99.8K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4KNew |
$156K - $172K
|
4K
$153K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.97K+ 48.49% |
$155K - $170K
|
12.2K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 11.82% |
$148K - $163K
|
35.9K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.65K+ 141.91% |
$142K - $157K
|
6.22K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.29K+ 65.61% |
$128K - $141K
|
8.31K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.18K+ 4.52% |
$124K - $136K
|
73.6K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.06K+ 16.79% |
$119K - $131K
|
21.3K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.9K+ 19.19% |
$113K - $124K
|
18K
$690K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.73K+ 2.84% |
$106K - $117K
|
98.7K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 66.93% |
$102K - $112K
|
6.5K
$249K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 11.14% |
$99.9K - $110K
|
25.6K
$979K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.53K+ 8.11% |
$98.8K - $109K
|
33.8K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 17.56% |
$98.3K - $108K
|
16.9K
$646K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.52KNew |
$98.1K - $108K
|
2.52K
$96.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4K+ 0.58% |
$93.6K - $103K
|
416K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.39K+ 10.92% |
$93.2K - $102K
|
24.3K
$930K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 37.14% |
$90.8K - $99.8K
|
8.59K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 25.07% |
$90.3K - $99.2K
|
11.5K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.26K+ 3.98% |
$88K - $96.8K
|
59K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.03K+ 397.84% |
$79.2K - $87K
|
2.54K
$97.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2K+ 84.7% |
$78.2K - $86K
|
4.37K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.99K+ 92.37% |
$77.5K - $85.2K
|
4.14K
$158K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.97K+ 11.52% |
$76.9K - $84.5K
|
19.1K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.9K+ 26.94% |
$74.1K - $81.4K
|
8.94K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.88K+ 24.85% |
$73.2K - $80.5K
|
9.43K
$361K
|