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 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.9K- 31.49% |
$852K - $948K
|
52K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-39.8KClosed |
$1.42M - $1.58M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-41.4K- 11.47% |
$1.47M - $1.64M
|
319K
$12.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-46.9K- 21.14% |
$1.67M - $1.86M
|
175K
$6.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98.9K- 67.9% |
$3.52M - $3.92M
|
46.7K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-127K- 8.6% |
$4.53M - $5.04M
|
1.35M
$53.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-156K- 42.47% |
$5.55M - $6.17M
|
211K
$8.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174K- 29.05% |
$6.21M - $6.91M
|
425K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189K- 70.23% |
$6.72M - $7.48M
|
80K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-233K- 82.44% |
$8.3M - $9.24M
|
49.6K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-350K- 9.53% |
$12.5M - $13.9M
|
3.33M
$132M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-493K- 10.01% |
$17.5M - $19.5M
|
4.43M
$175M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-948K- 27.84% |
$33.8M - $37.6M
|
2.46M
$97.2M
|