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
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.52K- 8.8% |
$59.1K - $65K
|
15.7K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.54K- 10.1% |
$60.1K - $66K
|
13.7K
$525K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.7K- 18.42% |
$66.3K - $72.9K
|
7.53K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.15K- 1.4% |
$84K - $92.4K
|
152K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.43K- 18.89% |
$94.7K - $104K
|
10.4K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.45K- 1.28% |
$95.6K - $105K
|
189K
$7.25M
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-2.5K- 3.83% |
$97.5K - $107K
|
62.8K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.12K- 0.96% |
$122K - $134K
|
322K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.08K- 5.16% |
$159K - $175K
|
74.9K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.41K- 23.98% |
$172K - $189K
|
14K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.54K- 13.72% |
$177K - $195K
|
28.6K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.03K- 57.04% |
$196K - $216K
|
3.78K
$145K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.29K- 75.05% |
$206K - $227K
|
1.76K
$67.3K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.29K- 3.97% |
$206K - $227K
|
128K
$4.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.05K- 9.78% |
$236K - $259K
|
55.8K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.45K- 15.0% |
$291K - $320K
|
42.2K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10.2K- 4.7% |
$400K - $439K
|
208K
$7.96M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.8K- 19.63% |
$462K - $508K
|
48.5K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.4K- 50.0% |
$485K - $534K
|
12.4K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.4K- 2.26% |
$524K - $576K
|
580K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-38.5K- 97.47% |
$1.5M - $1.65M
|
1K
$38.3K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-43K- 53.0% |
$1.68M - $1.84M
|
38.1K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-56.8K- 3.7% |
$2.22M - $2.44M
|
1.48M
$56.6M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-91.2K- 21.98% |
$3.56M - $3.91M
|
324K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-111K- 48.82% |
$4.35M - $4.78M
|
117K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-130K- 93.59% |
$5.06M - $5.56M
|
8.87K
$340K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-147K- 96.53% |
$5.73M - $6.3M
|
5.28K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.18M- 97.47% |
$46.1M - $50.7M
|
30.7K
$1.18M
|