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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.12K- 0.96% |
$122K - $134K
|
322K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 24.44% |
$429 - $472
|
34
$1.32K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
90.1K+ 32.59% |
$3.52M - $3.86M
|
367K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
69+ 0.78% |
$2.69K - $2.96K
|
8.86K
$345K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-147K- 96.53% |
$5.73M - $6.3M
|
5.28K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
277+ 6.8% |
$10.8K - $11.9K
|
4.35K
$170K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
46.2KNew |
$1.8M - $1.98M
|
46.2K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 12.43% |
$42.6K - $46.8K
|
7.69K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.39K+ 10.92% |
$93.2K - $102K
|
24.3K
$945K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.41K+ 5.85% |
$250K - $275K
|
116K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35K+ 63.8% |
$365K - $401K
|
24K
$935K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.52K- 8.8% |
$59.1K - $65K
|
15.7K
$611K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
224+ 5.59% |
$8.74K - $9.61K
|
4.23K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
500New |
$19.5K - $21.4K
|
500
$19.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
197+ 1.99% |
$7.69K - $8.45K
|
10.1K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
828+ 1.4% |
$32.3K - $35.5K
|
60K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-200- 0.34% |
$7.8K - $8.58K
|
58.6K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-820- 4.06% |
$32K - $35.2K
|
19.4K
$754K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.06K+ 16.79% |
$119K - $131K
|
21.3K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
30+ 0.85% |
$1.17K - $1.29K
|
3.57K
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4K+ 0.58% |
$93.6K - $103K
|
416K
$16.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.65K+ 141.91% |
$142K - $157K
|
6.22K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-238- 3.34% |
$9.29K - $10.2K
|
6.89K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
8.9KNew |
$347K - $382K
|
8.9K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36K+ 75.19% |
$1.4M - $1.54M
|
83.8K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
74.9K+ 10.58% |
$2.92M - $3.21M
|
783K
$30.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 2371.43% |
$6.48K - $7.12K
|
173
$6.74K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.7K- 18.42% |
$66.3K - $72.9K
|
7.53K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
225+ 6.8% |
$8.78K - $9.65K
|
3.53K
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.4K- 2.26% |
$524K - $576K
|
580K
$22.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$215K - $236K
|
5.5K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$2.58K - $2.83K
|
7.91K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.8KNew |
$773K - $850K
|
19.8K
$772K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.57K+ 27.33% |
$178K - $196K
|
21.3K
$830K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-408- 5.62% |
$15.9K - $17.5K
|
6.85K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.38K- 6.35% |
$53.7K - $59K
|
20.3K
$790K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.9K+ 23.23% |
$505K - $555K
|
68.6K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
35.7K+ 11.0% |
$1.39M - $1.53M
|
361K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 37.14% |
$90.8K - $99.8K
|
8.59K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
2+ 8.33% |
$78 - $85.8
|
26
$1.01K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-150- 0.23% |
$5.85K - $6.43K
|
64.5K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
63New |
$2.46K - $2.7K
|
63
$2.45K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 66.93% |
$102K - $112K
|
6.5K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-111K- 48.82% |
$4.35M - $4.78M
|
117K
$4.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-12.4K- 50.0% |
$485K - $534K
|
12.4K
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
74.8K+ 27.42% |
$2.92M - $3.21M
|
347K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-210- 67.09% |
$8.19K - $9.01K
|
103
$4.01K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.18KNew |
$241K - $265K
|
6.18K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
934+ 201.73% |
$36.4K - $40.1K
|
1.4K
$54.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.77KNew |
$264K - $290K
|
6.77K
$264K
|