Purchases and Sales Made in Q4 2023 in Global X Fds S&P 500 Covered C (XYLD)

XYLD Quotes by TradingView

This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q4 2023. 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
Feb 09, 2024 Q4 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
408
+ 1.69%
$15.3K - $16.2K
24.6K $1.03M
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
400
+ 14.3%
$15K - $15.9K
3.2K $134K
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
385
+ 3.03%
$14.5K - $15.3K
13.1K $550K
Feb 14, 2024 Q4 2023
Redwood Financial Network Corp

BUY
 -
348
+ 2.69%
$13.1K - $13.8K
13.3K $558K
Feb 12, 2024 Q4 2023
Mattern Wealth Management LLC

BUY
 -
300
+ 4.31%
$11.3K - $11.9K
7.27K $305K
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
298
+ 5.02%
$11.2K - $11.8K
6.23K $261K
Feb 08, 2024 Q4 2023
Foundations Investment Advisors, LLC

BUY
 -
238
+ 1.28%
$8.95K - $9.46K
18.8K $789K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
222
+ 0.78%
$8.34K - $8.82K
28.6K $1.2M
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
115
+ 1.71%
$4.32K - $4.57K
6.83K $287K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
107
+ 100.0%
$4.02K - $4.25K
214 $8.98K
Jan 24, 2024 Q4 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
77
+ 0.15%
$2.89K - $3.06K
50.6K $2.13M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
67
+ 1.73%
$2.52K - $2.66K
3.94K $165K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
60
New
$2.26K - $2.38K
60 $2.52K
Feb 08, 2024 Q4 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
57
+ 335.29%
$2.14K - $2.26K
74 $3.11K
Jan 23, 2024 Q4 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
57
+ 0.51%
$2.14K - $2.26K
11.2K $471K
Feb 13, 2024 Q4 2023
Baker Avenue Asset Management, LP

BUY
 -
55
+ 0.33%
$2.07K - $2.19K
16.8K $705K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
42
+ 2.44%
$1.58K - $1.67K
1.76K $74K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
35
+ 10.29%
$1.32K - $1.39K
375 $15.7K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
34
New
$1.28K - $1.35K
34 $1.43K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
15
+ 1.76%
$564 - $596
865 $36.3K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
11
+ 0.79%
$413 - $437
1.41K $59.1K
Jan 29, 2024 Q4 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
10
+ 0.04%
$376 - $397
22.4K $939K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
4
+ 0.03%
$150 - $159
15.6K $656K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2
+ 1.53%
$75.2 - $79.5
133 $5.58K
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

SELL
 -
-10
- 0.61%
$376 - $397
1.62K $67.9K
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

SELL
 -
-48
- 0.21%
$1.8K - $1.91K
23.1K $968K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-86
- 0.62%
$3.23K - $3.42K
13.7K $576K
Feb 14, 2024 Q4 2023
Elco Management Co., LLC

New York, NY
SELL
 -
-100
- 0.16%
$3.76K - $3.97K
64.2K $2.69M
Jan 11, 2024 Q4 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-100
- 1.27%
$3.76K - $3.97K
7.77K $326K
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-157
- 60.85%
$5.9K - $6.24K
101 $4.24K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-192
- 3.52%
$7.22K - $7.63K
5.26K $221K
Feb 05, 2024 Q4 2023
Blue Chip Partners, Inc.

SELL
 -
-259
- 1.15%
$9.74K - $10.3K
22.2K $933K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

SELL
 -
-292
- 24.07%
$11K - $11.6K
921 $38.6K
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-325
- 15.06%
$12.2K - $12.9K
1.83K $76.9K
Feb 02, 2024 Q4 2023
Truist Financial Corp

SELL
 -
-411
- 1.98%
$15.4K - $16.3K
20.3K $853K
Feb 01, 2024 Q4 2023
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-534
- 4.16%
$20.1K - $21.2K
12.3K $516K
Jan 25, 2024 Q4 2023
Manchester Financial Inc

SELL
 -
-542
- 4.2%
$20.4K - $21.5K
12.4K $518K
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-560
- 2.0%
$21.1K - $22.2K
27.5K $1.15M
Sep 04, 2024 Q4 2023
Mas Advisors LLC

Miami, FL
SELL
 -
-579
- 1.68%
$21.8K - $23K
33.9K $1.42M
Feb 07, 2024 Q4 2023
Mas Advisors LLC

Miami, FL
SELL
 -
-579
- 1.68%
$21.8K - $23K
33.9K $1.42M
Feb 08, 2024 Q4 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-600
- 4.97%
$22.6K - $23.8K
11.5K $481K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

SELL
 -
-691
- 50.18%
$26K - $27.5K
686 $28.8K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1K
- 10.31%
$37.6K - $39.7K
8.7K $365K
Jan 22, 2024 Q4 2023
Weaver Consulting Group

SELL
 -
-1.07K
- 10.1%
$40.3K - $42.6K
9.55K $401K
Jan 29, 2024 Q4 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-1.42K
- 10.8%
$53.4K - $56.4K
11.7K $492K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-1.47K
- 2.06%
$55.3K - $58.4K
70K $2.94M
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

SELL
 -
-1.56K
- 10.99%
$58.5K - $61.8K
12.6K $529K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.75K
- 2.76%
$65.9K - $69.6K
61.7K $2.59M
Jan 30, 2024 Q4 2023
Beam Wealth Advisors, Inc.

SELL
 -
-1.85K
- 3.82%
$69.4K - $73.3K
46.5K $1.95M

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