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 |
|---|---|---|---|---|---|
|
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
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
125
shares
|
$4,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
103
shares
|
$3,949
0.0% of portfolio
|
Q1 2025
Reduced 67.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100
shares
|
$3,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
66
shares
|
$2,530
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
63
shares
|
$2,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
62
shares
|
$2,377
0.0% of portfolio
|
Q1 2025
Reduced 95.42%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
42
shares
|
$1,610
0.0% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
34
shares
|
$1,303
0.0% of portfolio
|
Q1 2025
Reduced 24.44%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
26
shares
|
$996
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
23
shares
|
$881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
19
shares
|
$728
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6
shares
|
$230
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2024
Reduced 99.32%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|