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
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75+ 5.51% |
$2.93K - $3.22K
|
1.44K
$55K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
69+ 0.78% |
$2.69K - $2.96K
|
8.86K
$339K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
63New |
$2.46K - $2.7K
|
63
$2.41K
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
56+ 0.81% |
$2.19K - $2.4K
|
7.01K
$268K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
56+ 0.86% |
$2.19K - $2.4K
|
6.53K
$250K
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
46+ 0.39% |
$1.79K - $1.97K
|
12K
$458K
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
30+ 0.85% |
$1.17K - $1.29K
|
3.57K
$137K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23+ 0.11% |
$897 - $986
|
21K
$805K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23New |
$897 - $986
|
23
$881
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
2+ 8.33% |
$78 - $85.8
|
26
$996
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 20.0% |
$39 - $42.9
|
6
$230
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1- 0.01% |
$39 - $42.9
|
9.16K
$351K
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-6- 0.04% |
$234 - $257
|
15.6K
$597K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 24.44% |
$429 - $472
|
34
$1.3K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-60- 6.69% |
$2.34K - $2.57K
|
837
$32.1K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$2.58K - $2.83K
|
7.91K
$303K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-77- 53.85% |
$3K - $3.3K
|
66
$2.53K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-80- 4.37% |
$3.12K - $3.43K
|
1.75K
$67.1K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-90- 0.86% |
$3.51K - $3.86K
|
10.4K
$397K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 2.95% |
$5.38K - $5.92K
|
4.54K
$174K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-150- 0.23% |
$5.85K - $6.43K
|
64.5K
$2.47M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-200Closed |
$7.8K - $8.58K
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-200- 0.34% |
$7.8K - $8.58K
|
58.6K
$2.24M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-210- 67.09% |
$8.19K - $9.01K
|
103
$3.94K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-219- 1.16% |
$8.55K - $9.39K
|
18.7K
$715K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-225- 1.51% |
$8.78K - $9.65K
|
14.6K
$561K
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-236- 2.17% |
$9.21K - $10.1K
|
10.6K
$408K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-238- 3.34% |
$9.29K - $10.2K
|
6.89K
$264K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-262- 1.66% |
$10.2K - $11.2K
|
15.5K
$595K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-276- 1.89% |
$10.8K - $11.8K
|
14.3K
$548K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-300- 1.09% |
$11.7K - $12.9K
|
27.3K
$1.04M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-408- 5.62% |
$15.9K - $17.5K
|
6.85K
$262K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-604- 6.67% |
$23.6K - $25.9K
|
8.45K
$324K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-604- 2.28% |
$23.6K - $25.9K
|
25.8K
$990K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-800Closed |
$31.2K - $34.3K
|
0
$0
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-820- 4.06% |
$32K - $35.2K
|
19.4K
$741K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-838- 1.72% |
$32.7K - $35.9K
|
47.8K
$1.83M
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 12.43% |
$42.6K - $46.8K
|
7.69K
$294K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.2K- 4.54% |
$46.7K - $51.3K
|
25.2K
$964K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.2K- 7.45% |
$46.7K - $51.3K
|
14.9K
$569K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.2K- 4.13% |
$47K - $51.6K
|
28K
$1.07M
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.23K- 2.68% |
$47.9K - $52.6K
|
44.6K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.25K- 6.13% |
$48.9K - $53.7K
|
19.2K
$735K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.28K- 11.03% |
$50K - $54.9K
|
10.3K
$396K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.29K- 95.42% |
$50.4K - $55.4K
|
62
$2.37K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.35K- 19.12% |
$52.5K - $57.7K
|
5.69K
$218K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.38K- 6.35% |
$53.7K - $59K
|
20.3K
$777K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.41K- 84.67% |
$54.9K - $60.4K
|
255
$9.77K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.41K- 96.24% |
$54.9K - $60.4K
|
55
$2.11K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.48K- 82.87% |
$57.6K - $63.3K
|
305
$11.7K
|