Institutional Ownership 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). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,450
shares
|
$55,593
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,450
shares
|
$55,593
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,435
shares
|
$55,017
0.05% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,397
shares
|
$53,560
0.05% of portfolio
|
Q1 2025
Added 201.73%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,209
shares
|
$46,353
0.0% of portfolio
|
Q1 2025
Added 42.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,086
shares
|
$41,637
0.0% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,000
shares
|
$38,340
0.02% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
988
shares
|
$37,879
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
897
shares
|
$34,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
895
shares
|
$34,314
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
800
shares
|
$30,672
0.0% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
700
shares
|
$26,838
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
550
shares
|
$21,087
0.01% of portfolio
|
Q4 2022
Reduced 87.36%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
500
shares
|
$19,170
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$19,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$19,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
486
shares
|
$18,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
460
shares
|
$17,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
441
shares
|
$16,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
305
shares
|
$11,693
0.0% of portfolio
|
Q1 2025
Reduced 82.87%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$11,502
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
250
shares
|
$9,585
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
200
shares
|
$7,668
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
173
shares
|
$6,632
0.0% of portfolio
|
Q1 2025
Added 2371.43%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
163
shares
|
$6,249
0.0% of portfolio
|
Q1 2025
New holding
|