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 269 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
20,991
shares
|
$841,529
0.01% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
20,765
shares
|
$832,468
0.11% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
20,439
shares
|
$819,399
0.45% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
20,180
shares
|
$809,016
0.01% of portfolio
|
Q4 2024
Reduced 36.45%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
20,000
shares
|
$801,800
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
19,674
shares
|
$788,730
0.02% of portfolio
|
Q4 2022
Reduced 75.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,886
shares
|
$757,139
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
18,384
shares
|
$737,014
1.32% of portfolio
|
Q4 2024
Reduced 53.55%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
18,220
shares
|
$730,439
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
17,492
shares
|
$701,254
0.14% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
17,301
shares
|
$693,597
0.0% of portfolio
|
Q4 2024
Added 64.49%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
17,210
shares
|
$689,948
0.26% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
17,109
shares
|
$685,899
0.01% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
17,068
shares
|
$684,256
0.09% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
16,881
shares
|
$676,759
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
16,726
shares
|
$670,545
0.07% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
16,623
shares
|
$666,416
0.05% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
16,325
shares
|
$654,469
0.19% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
16,057
shares
|
$643,725
0.76% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
15,796
shares
|
$633,261
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
15,588
shares
|
$624,922
0.5% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,305
shares
|
$613,577
1.04% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
15,243
shares
|
$611,091
0.06% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
15,121
shares
|
$606,200
0.06% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,867
shares
|
$596,018
0.05% of portfolio
|
Q4 2024
Added 5.93%
|