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
$327M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
145KNew |
$5.18M - $5.76M
|
145K
$5.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
131K+ 18.48% |
$4.67M - $5.2M
|
841K
$32.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
109KNew |
$3.89M - $4.33M
|
109K
$4.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.3K+ 285.55% |
$1.97M - $2.19M
|
74.6K
$2.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.8K+ 7.73% |
$1.6M - $1.78M
|
625K
$24.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.6K+ 31.33% |
$1.59M - $1.77M
|
187K
$7.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
39.8K+ 5.09% |
$1.42M - $1.58M
|
823K
$32.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31.9K+ 31.97% |
$1.14M - $1.26M
|
132K
$5.16M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21K+ 43.24% |
$747K - $831K
|
69.5K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
20.2KNew |
$718K - $799K
|
20.2K
$790K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
18.4KNew |
$654K - $728K
|
18.4K
$719K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 5.54% |
$636K - $708K
|
340K
$13.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 8.02% |
$608K - $676K
|
230K
$9M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 39.35% |
$503K - $560K
|
50K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
14.1K+ 4.06% |
$502K - $559K
|
362K
$14.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 30.89% |
$481K - $535K
|
57.2K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 188.81% |
$445K - $495K
|
19.1K
$748K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.4KNew |
$372K - $413K
|
10.4K
$409K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.3KNew |
$368K - $410K
|
10.3K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1K+ 13.67% |
$358K - $399K
|
83.6K
$3.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.81K+ 46.1% |
$349K - $389K
|
31.1K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.17KNew |
$327K - $363K
|
9.17K
$359K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.13K+ 3.94% |
$325K - $362K
|
241K
$9.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.82K+ 18.56% |
$314K - $350K
|
56.4K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.81KNew |
$314K - $349K
|
8.81K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.5K+ 22.82% |
$303K - $337K
|
45.7K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.71KNew |
$239K - $266K
|
6.71K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.49KNew |
$231K - $257K
|
6.49K
$254K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
6.43KNew |
$229K - $255K
|
6.43K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.43KNew |
$229K - $255K
|
6.43K
$252K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.26KNew |
$223K - $248K
|
6.26K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.76KNew |
$205K - $228K
|
5.76K
$226K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.51K+ 22.69% |
$196K - $218K
|
29.8K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.19K+ 79.43% |
$185K - $206K
|
11.7K
$459K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.06K+ 5.85% |
$180K - $200K
|
91.5K
$3.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.88K+ 3.25% |
$174K - $193K
|
155K
$6.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.15K+ 3.43% |
$148K - $164K
|
125K
$4.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.66K+ 52.73% |
$130K - $145K
|
10.6K
$415K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.24K+ 10.56% |
$116K - $129K
|
34K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.19K+ 50.73% |
$114K - $127K
|
9.49K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.87K+ 11.38% |
$102K - $114K
|
28K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.62K+ 4.11% |
$93.4K - $104K
|
66.4K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.12K+ 23.94% |
$75.6K - $84.1K
|
11K
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 3.2% |
$63.5K - $70.6K
|
57.5K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 38.55% |
$58.1K - $64.7K
|
5.87K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.33K+ 14.1% |
$47.3K - $52.7K
|
10.8K
$421K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.31K+ 30.15% |
$46.7K - $52K
|
5.66K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.24K+ 88.98% |
$44.3K - $49.3K
|
2.64K
$103K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.22K+ 17.32% |
$43.3K - $48.2K
|
8.24K
$323K
|