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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.88K+ 17.7% |
$73.2K - $80.4K
|
12.5K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.67K+ 6.17% |
$65.3K - $71.8K
|
28.8K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.57K+ 2.03% |
$61.4K - $67.5K
|
79.1K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.52K+ 25.6% |
$59.4K - $65.3K
|
7.47K
$286K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 1128.91% |
$56.4K - $62K
|
1.57K
$60.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 1.71% |
$49.8K - $54.7K
|
76K
$2.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.25K+ 0.84% |
$48.6K - $53.4K
|
150K
$5.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.8% |
$48.3K - $53.1K
|
33.8K
$1.29M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.2K+ 2.43% |
$46.8K - $51.4K
|
50.6K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19KNew |
$46.4K - $51K
|
1.19K
$45.6K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.14K+ 6.97% |
$44.4K - $48.8K
|
17.5K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 7.87% |
$42.9K - $47.2K
|
15.1K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
975+ 13.57% |
$38K - $41.8K
|
8.16K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
941+ 5.44% |
$36.7K - $40.4K
|
18.2K
$699K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
934+ 201.73% |
$36.4K - $40.1K
|
1.4K
$53.5K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
895New |
$34.9K - $38.4K
|
895
$34.3K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
840+ 7.35% |
$32.8K - $36K
|
12.3K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
828+ 1.4% |
$32.3K - $35.5K
|
60K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
784+ 9.85% |
$30.6K - $33.6K
|
8.74K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
700New |
$27.3K - $30K
|
700
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
630+ 3.73% |
$24.6K - $27K
|
17.5K
$671K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
531+ 3.11% |
$20.7K - $22.8K
|
17.6K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
526+ 4.51% |
$20.5K - $22.6K
|
12.2K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
516+ 4.01% |
$20.1K - $22.1K
|
13.4K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
513+ 4.11% |
$20K - $22K
|
13K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
500New |
$19.5K - $21.4K
|
500
$19.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
500New |
$19.5K - $21.4K
|
500
$19.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
441New |
$17.2K - $18.9K
|
441
$16.9K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
435+ 5.51% |
$17K - $18.7K
|
8.34K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
391+ 4.81% |
$15.3K - $16.8K
|
8.52K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
366+ 6.64% |
$14.3K - $15.7K
|
5.88K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
360+ 42.4% |
$14K - $15.4K
|
1.21K
$46.3K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
316+ 5.18% |
$12.3K - $13.6K
|
6.41K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
315+ 4.13% |
$12.3K - $13.5K
|
7.94K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
313+ 1.51% |
$12.2K - $13.4K
|
21.1K
$807K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
277+ 6.8% |
$10.8K - $11.9K
|
4.35K
$167K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
266+ 5.52% |
$10.4K - $11.4K
|
5.09K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
258+ 15.04% |
$10.1K - $11.1K
|
1.97K
$75.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
225+ 6.8% |
$8.78K - $9.65K
|
3.53K
$135K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
224+ 5.59% |
$8.74K - $9.61K
|
4.23K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
200+ 3.73% |
$7.8K - $8.58K
|
5.56K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
199+ 0.93% |
$7.76K - $8.54K
|
21.6K
$826K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
197+ 1.99% |
$7.69K - $8.45K
|
10.1K
$387K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
186+ 2.47% |
$7.26K - $7.98K
|
7.72K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 2371.43% |
$6.48K - $7.12K
|
173
$6.63K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
163New |
$6.36K - $6.99K
|
163
$6.24K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
116+ 2.28% |
$4.53K - $4.98K
|
5.21K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
115+ 2.78% |
$4.49K - $4.93K
|
4.26K
$163K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$3.9K - $4.29K
|
100
$3.83K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
76+ 5.53% |
$2.97K - $3.26K
|
1.45K
$55.5K
|