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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
8,957
shares
|
$375,567
0.08% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8,685
shares
|
$364,162
0.11% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
8,354
shares
|
$350,283
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,089
shares
|
$339,171
0.01% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,932
shares
|
$332,588
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
7,857
shares
|
$329,444
0.23% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
7,638
shares
|
$320,261
0.11% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
7,410
shares
|
$310,701
0.6% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7,388
shares
|
$309,778
0.03% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
7,278
shares
|
$305,166
0.11% of portfolio
|
Q3 2024
Added 41.6%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
7,254
shares
|
$304,160
0.1% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
7,055
shares
|
$295,816
0.01% of portfolio
|
Q3 2024
Reduced 63.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,934
shares
|
$290,742
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,934
shares
|
$290,742
0.01% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,398
shares
|
$268,268
0.03% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
6,183
shares
|
$259,253
0.01% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,159
shares
|
$258,246
0.03% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
6,045
shares
|
$253,466
0.01% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5,665
shares
|
$237,533
0.04% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
5,644
shares
|
$236,652
0.09% of portfolio
|
Q3 2023
Added 15.18%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
5,533
shares
|
$231,998
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
5,477
shares
|
$229,650
0.12% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,425
shares
|
$227,470
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,403
shares
|
$226,547
0.0% of portfolio
|
Q3 2024
Reduced 50.94%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
5,368
shares
|
$225,080
0.07% of portfolio
|
Q3 2024
Reduced 18.37%
|