Latest Institutional Transactions on Global X Fds S&P 500 Covered C (XYLD)
This table provides information on the latest institutional transactions involving Global X Fds S&P 500 Covered C (XYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
33+ 0.47% |
$1.18K - $1.31K
|
7.04K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-883- 1.85% |
$31.5K - $35K
|
46.9K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.75K- 23.41% |
$134K - $149K
|
12.3K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.62K+ 4.11% |
$93.4K - $104K
|
66.4K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
109KNew |
$3.89M - $4.33M
|
109K
$4.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
CALL |
314KNew |
$11.2M - $12.5M
|
314K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 3.2% |
$63.5K - $70.6K
|
57.5K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1K+ 13.67% |
$358K - $399K
|
83.6K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3.18K- 4.03% |
$113K - $126K
|
75.9K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-5.49K- 9.3% |
$195K - $217K
|
53.5K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.02% |
$35.6 - $39.6
|
4.54K
$177K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
543New |
$19.3K - $21.5K
|
543
$21.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.87K+ 11.38% |
$102K - $114K
|
28K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
655+ 3.43% |
$23.3K - $26K
|
19.7K
$769K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-600Closed |
$21.4K - $23.8K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.5K+ 22.82% |
$303K - $337K
|
45.7K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-18- 2.57% |
$641 - $714
|
682
$26.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 20.41% |
$11.4K - $12.7K
|
1.89K
$73.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.76KNew |
$205K - $228K
|
5.76K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
131K+ 18.48% |
$4.67M - $5.2M
|
841K
$32.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 30.89% |
$481K - $535K
|
57.2K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.81KNew |
$314K - $349K
|
8.81K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 188.81% |
$445K - $495K
|
19.1K
$744K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.22K+ 17.32% |
$43.3K - $48.2K
|
8.24K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.88K+ 3.25% |
$174K - $193K
|
155K
$6.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.83K- 23.73% |
$65.2K - $72.6K
|
5.89K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9.52K- 22.36% |
$339K - $377K
|
33K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.49K- 10.04% |
$53.1K - $59.1K
|
13.4K
$521K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.82K+ 18.56% |
$314K - $350K
|
56.4K
$2.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
174+ 2.96% |
$6.2K - $6.9K
|
6.05K
$236K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.13K+ 4.32% |
$161K - $177K
|
99.8K
$3.89M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
321New |
$12.5K - $13.8K
|
321
$12.5K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.2K+ 2.43% |
$46.8K - $51.4K
|
50.6K
$1.97M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.9KNew |
$464K - $510K
|
11.9K
$463K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42.8K+ 41.63% |
$1.67M - $1.84M
|
146K
$5.67M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.5KNew |
$2.87M - $3.15M
|
73.5K
$2.86M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.41K- 84.67% |
$54.9K - $60.4K
|
255
$9.93K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-60- 6.69% |
$2.34K - $2.57K
|
837
$32.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
669K+ 15.72% |
$26.1M - $28.7M
|
4.92M
$192M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
574K+ 20.26% |
$22.4M - $24.6M
|
3.41M
$133M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.33KNew |
$247K - $271K
|
6.33K
$246K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.51K+ 13.49% |
$254K - $279K
|
54.7K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.1KNew |
$1.41M - $1.55M
|
36.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.8K+ 14.58% |
$265K - $292K
|
53.5K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65.8K+ 42.19% |
$2.57M - $2.82M
|
222K
$8.63M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19KNew |
$46.4K - $51K
|
1.19K
$46.4K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
83.6KNew |
$3.26M - $3.59M
|
83.6K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.5K+ 37.66% |
$2.87M - $3.15M
|
269K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43.7KNew |
$1.7M - $1.87M
|
43.7K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.67K+ 6.17% |
$65.3K - $71.8K
|
28.8K
$1.12M
|
|