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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-258- 13.08% |
$9.19K - $10.2K
|
1.72K
$67.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-274- 0.61% |
$9.76K - $10.9K
|
44.3K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-298- 25.04% |
$10.6K - $11.8K
|
892
$35.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-400- 0.68% |
$14.2K - $15.9K
|
58.2K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-484- 5.93% |
$17.2K - $19.2K
|
7.68K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-560- 2.17% |
$19.9K - $22.2K
|
25.3K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-584- 3.34% |
$20.8K - $23.1K
|
16.9K
$670K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-600Closed |
$21.4K - $23.8K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-681- 8.86% |
$24.3K - $27K
|
7.01K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-720- 11.65% |
$25.6K - $28.5K
|
5.46K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-721- 4.59% |
$25.7K - $28.6K
|
15K
$592K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-767- 3.19% |
$27.3K - $30.4K
|
23.2K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-770- 10.31% |
$27.4K - $30.5K
|
6.7K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-795- 2.92% |
$28.3K - $31.5K
|
26.5K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-832- 4.34% |
$29.6K - $33K
|
18.4K
$726K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-883- 1.85% |
$31.5K - $35K
|
46.9K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.05K- 3.73% |
$37.2K - $41.4K
|
26.9K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.46K- 8.67% |
$52.1K - $58K
|
15.4K
$609K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.49K- 10.04% |
$53.1K - $59.1K
|
13.4K
$529K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.83K- 23.73% |
$65.2K - $72.6K
|
5.89K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2K- 2.38% |
$71.1K - $79.2K
|
81.8K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.1K- 6.46% |
$74.8K - $83.2K
|
30.4K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.42K- 23.92% |
$86K - $95.7K
|
7.68K
$304K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.48K- 18.52% |
$88.4K - $98.3K
|
10.9K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-2.49K- 16.04% |
$88.7K - $98.7K
|
13K
$516K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.56K- 26.66% |
$91.3K - $102K
|
7.05K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.61K- 40.1% |
$92.8K - $103K
|
3.89K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 24.44% |
$100K - $112K
|
8.72K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.01K- 14.31% |
$107K - $119K
|
18K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 13.92% |
$108K - $120K
|
18.7K
$741K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.05K- 21.33% |
$109K - $121K
|
11.3K
$445K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.15K- 15.5% |
$112K - $125K
|
17.1K
$678K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3.18K- 4.03% |
$113K - $126K
|
75.9K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.45K- 4.14% |
$123K - $137K
|
79.8K
$3.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.75K- 23.41% |
$134K - $149K
|
12.3K
$485K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.56K- 35.04% |
$162K - $181K
|
8.45K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.67K- 22.16% |
$166K - $185K
|
16.4K
$649K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.01K- 14.83% |
$178K - $199K
|
28.8K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.2K- 41.77% |
$185K - $206K
|
7.24K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-5.49K- 9.3% |
$195K - $217K
|
53.5K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.65K- 87.95% |
$201K - $224K
|
774
$30.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-5.98K- 9.53% |
$213K - $237K
|
56.8K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-6.19K- 14.67% |
$220K - $245K
|
36K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.69K- 10.38% |
$238K - $265K
|
57.8K
$2.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9.52K- 22.36% |
$339K - $377K
|
33K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9.58K- 1.78% |
$341K - $380K
|
529K
$20.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-11.5K- 54.13% |
$411K - $457K
|
9.77K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.9K- 11.4% |
$424K - $472K
|
92.6K
$3.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.1K- 31.76% |
$431K - $480K
|
26K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.6K- 2.47% |
$520K - $578K
|
577K
$22.8M
|