Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
149K+ 17.76% |
$5.75M - $5.88M
|
990K
$39.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
45.1K+ 12.46% |
$1.74M - $1.77M
|
407K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
28.7KNew |
$1.1M - $1.13M
|
28.7K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3KNew |
$514K - $526K
|
13.3K
$528K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.6K+ 74.23% |
$407K - $416K
|
24.8K
$981K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 71.1% |
$397K - $406K
|
24.8K
$980K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.99KNew |
$308K - $315K
|
7.99K
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.07KNew |
$272K - $278K
|
7.07K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.69KNew |
$258K - $263K
|
6.69K
$265K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.48K+ 3.53% |
$211K - $216K
|
160K
$6.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
4.52K+ 4.14% |
$174K - $178K
|
114K
$4.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.36K+ 68.89% |
$168K - $172K
|
10.7K
$423K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.18K+ 167.95% |
$123K - $125K
|
5.08K
$201K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3KNew |
$116K - $118K
|
3K
$119K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.97KNew |
$114K - $117K
|
2.97K
$117K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
2.7K+ 25.39% |
$104K - $106K
|
13.3K
$528K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$56.4K - $57.7K
|
1.47K
$58K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 11.58% |
$40.9K - $41.8K
|
10.2K
$405K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
765+ 1.67% |
$29.5K - $30.1K
|
46.5K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
497+ 2.52% |
$19.1K - $19.6K
|
20.2K
$800K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
234New |
$9.01K - $9.22K
|
234
$9.26K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
156+ 2.4% |
$6.01K - $6.14K
|
6.65K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
126+ 2.08% |
$4.85K - $4.96K
|
6.18K
$244K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
94+ 0.7% |
$3.62K - $3.7K
|
13.5K
$533K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
68+ 0.83% |
$2.62K - $2.68K
|
8.31K
$329K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50New |
$1.93K - $1.97K
|
50
$1.98K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
27+ 0.38% |
$1.04K - $1.06K
|
7.07K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$770 - $788
|
20
$791
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15+ 0.06% |
$578 - $591
|
25.3K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 2.39% |
$501 - $512
|
556
$22K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 3.85% |
$38.5 - $39.4
|
27
$1.07K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-125- 10.34% |
$4.82K - $4.92K
|
1.08K
$42.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-180- 3.06% |
$6.93K - $7.09K
|
5.71K
$226K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-224- 3.2% |
$8.63K - $8.82K
|
6.78K
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-270- 1.0% |
$10.4K - $10.6K
|
26.7K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-307- 5.33% |
$11.8K - $12.1K
|
5.45K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-348- 2.67% |
$13.4K - $13.7K
|
12.7K
$502K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-350- 3.8% |
$13.5K - $13.8K
|
8.87K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-448- 5.97% |
$17.3K - $17.6K
|
7.06K
$279K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-516- 40.28% |
$19.9K - $20.3K
|
765
$30.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.04K- 5.68% |
$40.2K - $41.1K
|
17.3K
$685K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.1K- 1.45% |
$42.3K - $43.3K
|
74.8K
$2.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.36K- 23.15% |
$52.3K - $53.5K
|
4.51K
$178K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.79K- 3.82% |
$69.1K - $70.6K
|
45.1K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.44K- 14.23% |
$94K - $96.1K
|
14.7K
$582K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.7K- 9.38% |
$104K - $106K
|
26.1K
$1.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.77K- 33.2% |
$261K - $267K
|
13.6K
$539K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.1K- 21.44% |
$466K - $476K
|
44.3K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.9K- 1.57% |
$496K - $507K
|
810K
$32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95.7K- 41.65% |
$3.68M - $3.77M
|
134K
$5.3M
|