Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
203K+ 791.09% |
$8.28M - $8.8M
|
228K
$9.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.45M - $4.73M
|
109K
$4.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
95.7KNew |
$3.91M - $4.15M
|
95.7K
$4.05M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60.3KNew |
$2.47M - $2.62M
|
60.3K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
56.7KNew |
$2.32M - $2.46M
|
56.7K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
30.1KNew |
$1.23M - $1.31M
|
30.1K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.6K+ 187.39% |
$759K - $807K
|
28.5K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.2KNew |
$744K - $791K
|
18.2K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17K+ 12.28% |
$697K - $740K
|
156K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
16.7K+ 12.6% |
$681K - $723K
|
149K
$6.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
16.1K+ 4.29% |
$660K - $701K
|
392K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.4KNew |
$507K - $539K
|
12.4K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5KNew |
$427K - $454K
|
10.5K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.16KNew |
$374K - $398K
|
9.16K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7K+ 4.82% |
$286K - $304K
|
152K
$6.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.27KNew |
$256K - $272K
|
6.27K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.1KNew |
$249K - $265K
|
6.1K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.6K+ 9.97% |
$229K - $243K
|
61.8K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
5.45K+ 6.02% |
$223K - $237K
|
96K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.25K+ 29.56% |
$214K - $228K
|
23K
$974K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.2K+ 31.59% |
$212K - $226K
|
21.7K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.02KNew |
$205K - $218K
|
5.02K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
4.82KNew |
$197K - $209K
|
4.82K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.73KNew |
$193K - $205K
|
4.73K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.69K+ 1.15% |
$192K - $204K
|
413K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.62K+ 36.07% |
$148K - $157K
|
13.6K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.09K+ 63.41% |
$126K - $134K
|
7.96K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.02K+ 182.21% |
$123K - $131K
|
4.68K
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.08K+ 13.82% |
$84.9K - $90.2K
|
17.1K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.84K+ 2.44% |
$75.3K - $80K
|
77.5K
$3.28M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.7K+ 10.73% |
$69.3K - $73.6K
|
17.5K
$741K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.04K+ 2.86% |
$42.3K - $45K
|
37.2K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
832+ 5.93% |
$34K - $36.1K
|
14.9K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
781+ 7.18% |
$31.9K - $33.9K
|
11.7K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
769+ 12.44% |
$31.4K - $33.4K
|
6.95K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
715+ 9.65% |
$29.2K - $31K
|
8.13K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
703+ 8.69% |
$28.7K - $30.5K
|
8.79K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 3.74% |
$24.5K - $26.1K
|
16.6K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
557+ 2.16% |
$22.8K - $24.2K
|
26.4K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$20.4K - $21.7K
|
500
$21.2K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
452+ 2.9% |
$18.5K - $19.6K
|
16.1K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
449+ 112.25% |
$18.3K - $19.5K
|
849
$36K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
429+ 7.1% |
$17.5K - $18.6K
|
6.47K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375+ 277.78% |
$15.3K - $16.3K
|
510
$21.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
229New |
$9.36K - $9.94K
|
229
$9.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
170New |
$6.95K - $7.38K
|
170
$7.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 6.89% |
$2.86K - $3.04K
|
1.09K
$46K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 9.76% |
$1.63K - $1.74K
|
450
$19.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
35+ 0.64% |
$1.43K - $1.52K
|
5.51K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 6.67% |
$327 - $347
|
128
$5.42K
|