Private Client Services, LLC Global X Fds S&P 500 Covered C Transaction History

Private Client Services, LLC

$320 Billion
Q4 2025

A detailed history of Private Client Services, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Private Client Services, LLC holds 5,073 shares of XYLD stock, worth $202,717. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,073

Previous 6,178 17.89%

Holding current value

$202,717

Previous $243 Million 15.01%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$38.94 - $40.08 $43,028 - $44,288	-1,105 Reduced 17.89%	5,073 $206 Million
Q3 2025 Oct 14, 2025	BUY	$38.52 - $39.39 $4,853 - $4,963	126 Added 2.08%	6,178 $243 Million
Q2 2025 Jul 01, 2025	BUY	$35.62 - $39.64 $6,197 - $6,897	174 Added 2.96%	6,052 $236 Million
Q1 2025 Apr 08, 2025	BUY	$39.02 - $42.89 $14,281 - $15,697	366 Added 6.64%	5,878 $232 Million
Q4 2024 Jan 08, 2025	BUY	$40.86 - $43.42 $1,430 - $1,519	35 Added 0.64%	5,512 $231 Million

Q3 2024 Oct 03, 2024	BUY	$38.49 - $41.61 $16,666 - $18,017	433 Added 8.58%	5,477 $227 Million
Q2 2024 Jul 29, 2024	BUY	$39.67 - $40.83 $200,095 - $205,946	5,044 New	5,044 $204 Million

Others Institutions Holding XYLD

# of Institutions

280

Shares Held

33.7M

Call Options Held

14.4K

Put Options Held

33.2K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Account

Private Client Services, LLC Global X Fds S&P 500 Covered C Transaction History