Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.03M+ 2480.38% |
$286M - $318M
|
8.35M
$330M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
307K+ 72.11% |
$10.9M - $12.2M
|
732K
$29M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
188K+ 897.26% |
$6.7M - $7.46M
|
209K
$8.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 14.37% |
$6.55M - $7.29M
|
1.46M
$57.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
180K+ 3414.42% |
$6.43M - $7.15M
|
186K
$7.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
145KNew |
$5.18M - $5.76M
|
145K
$5.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
143K+ 75.52% |
$5.1M - $5.67M
|
332K
$13.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
131K+ 18.48% |
$4.67M - $5.2M
|
841K
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131K+ 135.98% |
$4.66M - $5.18M
|
227K
$8.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
109KNew |
$3.89M - $4.33M
|
109K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
103K+ 9.08% |
$3.66M - $4.07M
|
1.23M
$48.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
90.9K+ 348.42% |
$3.24M - $3.6M
|
117K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
84.7K+ 9.72% |
$3.02M - $3.36M
|
956K
$37.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.3K+ 285.55% |
$1.97M - $2.19M
|
74.6K
$2.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.8K+ 7.73% |
$1.6M - $1.78M
|
625K
$24.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.6K+ 31.33% |
$1.59M - $1.77M
|
187K
$7.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
39.8K+ 5.09% |
$1.42M - $1.58M
|
823K
$32.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
34.4K+ 13.32% |
$1.22M - $1.36M
|
293K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31.9K+ 31.97% |
$1.14M - $1.26M
|
132K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
27.6K+ 21.91% |
$983K - $1.09M
|
154K
$6.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
27.5KNew |
$980K - $1.09M
|
27.5K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
26.3K+ 38.37% |
$938K - $1.04M
|
95K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.1K+ 48.26% |
$750K - $835K
|
64.7K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21K+ 43.24% |
$747K - $831K
|
69.5K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.7K+ 13.66% |
$739K - $822K
|
173K
$6.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
20.2KNew |
$718K - $799K
|
20.2K
$798K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
18.4KNew |
$654K - $728K
|
18.4K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 5.54% |
$636K - $708K
|
340K
$13.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 8.02% |
$608K - $676K
|
230K
$9.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.9K+ 35.39% |
$566K - $630K
|
60.8K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$553K - $616K
|
15.5K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.5KNew |
$551K - $614K
|
15.5K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.6K+ 17.42% |
$519K - $578K
|
98.2K
$3.89M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14.2KNew |
$507K - $564K
|
14.2K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 39.35% |
$503K - $560K
|
50K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
14.1K+ 4.06% |
$502K - $559K
|
362K
$14.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 30.89% |
$481K - $535K
|
57.2K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 17.15% |
$458K - $509K
|
87.8K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 188.81% |
$445K - $495K
|
19.1K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 20.6% |
$402K - $447K
|
66K
$2.61M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 20.36% |
$388K - $431K
|
64.3K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.4KNew |
$372K - $413K
|
10.4K
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.3KNew |
$368K - $410K
|
10.3K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1K+ 13.67% |
$358K - $399K
|
83.6K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.81K+ 46.1% |
$349K - $389K
|
31.1K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
9.69KNew |
$345K - $384K
|
9.69K
$383K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
9.35K+ 12.89% |
$333K - $371K
|
81.9K
$3.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.17KNew |
$327K - $363K
|
9.17K
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.13K+ 3.94% |
$325K - $362K
|
241K
$9.52M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.82K+ 18.56% |
$314K - $350K
|
56.4K
$2.23M
|