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 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
659New |
$23.5K - $26.1K
|
659
$26.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
655+ 3.43% |
$23.3K - $26K
|
19.7K
$781K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
623+ 10.01% |
$22.2K - $24.7K
|
6.85K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
576+ 4.12% |
$20.5K - $22.8K
|
14.6K
$576K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
571+ 3.13% |
$20.3K - $22.6K
|
18.8K
$744K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
543New |
$19.3K - $21.5K
|
543
$21.5K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
506+ 5.79% |
$18K - $20.1K
|
9.25K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
409+ 1.42% |
$14.6K - $16.2K
|
29.2K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 40000.0% |
$14.2K - $15.9K
|
401
$15.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
374+ 603.23% |
$13.3K - $14.8K
|
436
$17.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
349+ 3.93% |
$12.4K - $13.8K
|
9.22K
$365K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
321New |
$11.4K - $12.7K
|
321
$12.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 20.41% |
$11.4K - $12.7K
|
1.89K
$74.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
258+ 3.03% |
$9.19K - $10.2K
|
8.77K
$347K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
255+ 3.06% |
$9.08K - $10.1K
|
8.59K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
241+ 3.04% |
$8.58K - $9.55K
|
8.18K
$324K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
227+ 2.19% |
$8.09K - $9K
|
10.6K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.01% |
$7.12K - $7.93K
|
20K
$792K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
195+ 17.96% |
$6.95K - $7.73K
|
1.28K
$50.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
174+ 2.96% |
$6.2K - $6.9K
|
6.05K
$239K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
161+ 1.87% |
$5.73K - $6.38K
|
8.75K
$346K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
155+ 3.05% |
$5.52K - $6.14K
|
5.24K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
132+ 1.59% |
$4.7K - $5.23K
|
8.44K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
116+ 0.54% |
$4.13K - $4.6K
|
21.7K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100+ 0.81% |
$3.56K - $3.96K
|
12.4K
$489K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99New |
$3.53K - $3.92K
|
99
$3.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67+ 1.57% |
$2.39K - $2.66K
|
4.32K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
43+ 3.0% |
$1.53K - $1.7K
|
1.48K
$58.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
33+ 0.47% |
$1.18K - $1.31K
|
7.04K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.56% |
$819 - $912
|
4.16K
$165K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11+ 0.02% |
$392 - $436
|
60K
$2.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
4+ 0.04% |
$142 - $159
|
10.6K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.02% |
$35.6 - $39.6
|
4.54K
$180K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.08% |
$71.2 - $79.3
|
2.54K
$100K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-18- 2.57% |
$641 - $714
|
682
$27K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-18- 0.15% |
$641 - $714
|
11.9K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.33% |
$890 - $991
|
7.51K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 39.39% |
$926 - $1.03K
|
40
$1.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-41- 74.55% |
$1.46K - $1.63K
|
14
$554
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-51- 1.17% |
$1.82K - $2.02K
|
4.32K
$171K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-55- 21.57% |
$1.96K - $2.18K
|
200
$7.91K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-83- 0.98% |
$2.96K - $3.29K
|
8.36K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-86- 4.89% |
$3.06K - $3.41K
|
1.67K
$66.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-90- 52.02% |
$3.21K - $3.57K
|
83
$3.28K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-91- 0.88% |
$3.24K - $3.61K
|
10.2K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-96- 0.55% |
$3.42K - $3.81K
|
17.5K
$692K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-158- 1.08% |
$5.63K - $6.26K
|
14.5K
$573K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-197- 5.58% |
$7.02K - $7.81K
|
3.34K
$132K
|