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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.12K+ 2.51% |
$45.9K - $48.8K
|
45.8K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.04K+ 2.86% |
$42.3K - $45K
|
37.2K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 7.04% |
$40.9K - $43.5K
|
15.2K
$648K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 6.36% |
$40.9K - $43.4K
|
16.7K
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
945+ 122.73% |
$38.6K - $41K
|
1.72K
$72.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
832+ 5.93% |
$34K - $36.1K
|
14.9K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
781+ 7.18% |
$31.9K - $33.9K
|
11.7K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
769+ 12.44% |
$31.4K - $33.4K
|
6.95K
$295K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
715+ 9.65% |
$29.2K - $31K
|
8.13K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
703+ 8.69% |
$28.7K - $30.5K
|
8.79K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
700+ 9.62% |
$28.6K - $30.4K
|
7.98K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 3.74% |
$24.5K - $26.1K
|
16.6K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
560+ 16.23% |
$22.9K - $24.3K
|
4.01K
$170K
|
|
|
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
$21.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
452+ 2.9% |
$18.5K - $19.6K
|
16.1K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
449+ 112.25% |
$18.3K - $19.5K
|
849
$36.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
429+ 7.1% |
$17.5K - $18.6K
|
6.47K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375+ 277.78% |
$15.3K - $16.3K
|
510
$21.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
373+ 10.08% |
$15.2K - $16.2K
|
4.08K
$173K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
305+ 20.68% |
$12.5K - $13.2K
|
1.78K
$75.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
235+ 3.18% |
$9.6K - $10.2K
|
7.62K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
229New |
$9.36K - $9.94K
|
229
$9.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
170New |
$6.95K - $7.38K
|
170
$7.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
168+ 1.32% |
$6.86K - $7.29K
|
12.9K
$547K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
141+ 4.45% |
$5.76K - $6.12K
|
3.31K
$141K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 6.89% |
$2.86K - $3.04K
|
1.09K
$46.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
45New |
$1.84K - $1.95K
|
45
$1.91K
|
|
|
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
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 6.67% |
$327 - $347
|
128
$5.44K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.09% |
$81.7 - $86.8
|
2.24K
$95K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18- 0.97% |
$735 - $782
|
1.83K
$77.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$981 - $1.04K
|
17.2K
$731K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 15.38% |
$1.06K - $1.13K
|
143
$6.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-35- 0.39% |
$1.43K - $1.52K
|
9.05K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-62- 2.35% |
$2.53K - $2.69K
|
2.57K
$109K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-97- 0.88% |
$3.96K - $4.21K
|
10.9K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-108- 1.41% |
$4.41K - $4.69K
|
7.53K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-145- 99.32% |
$5.92K - $6.3K
|
1
$42.5
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-295- 15.78% |
$12.1K - $12.8K
|
1.58K
$66.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-420- 10.62% |
$17.2K - $18.2K
|
3.54K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-448- 0.21% |
$18.3K - $19.5K
|
218K
$9.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-498- 5.73% |
$20.3K - $21.6K
|
8.19K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-603- 6.43% |
$24.6K - $26.2K
|
8.78K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-638- 2.3% |
$26.1K - $27.7K
|
27.1K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-666- 3.16% |
$27.2K - $28.9K
|
20.4K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-759- 3.49% |
$31K - $33K
|
21K
$892K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-804- 5.58% |
$32.9K - $34.9K
|
13.6K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-976- 1.97% |
$39.9K - $42.4K
|
48.7K
$2.07M
|