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 230 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
30,718
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
28,991
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
28,863
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
28,812
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
28,800
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2024
Reduced 22.14%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
28,711
shares
|
$1.2 Million
0.72% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
28,557
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
28,023
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2023
Reduced 13.28%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
27,997
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
27,765
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
27,057
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
26,631
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
25,818
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
25,626
shares
|
$1.08 Million
0.4% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
24,550
shares
|
$1.03 Million
0.93% of portfolio
|
Q3 2024
Added 44536.36%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
23,327
shares
|
$978,800
0.22% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
21,750
shares
|
$912,630
0.01% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
21,310
shares
|
$894,167
0.03% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
21,105
shares
|
$885,565
0.47% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
20,956
shares
|
$879,313
0.06% of portfolio
|
Q3 2024
Reduced 54.22%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,000
shares
|
$839,200
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
19,674
shares
|
$825,521
0.02% of portfolio
|
Q4 2022
Reduced 75.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,951
shares
|
$795,183
0.0% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
18,347
shares
|
$769,840
0.1% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,298
shares
|
$767,784
0.0% of portfolio
|
Q3 2024
Added 1.24%
|