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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
7,550
shares
|
$302,528
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
7,530
shares
|
$301,727
0.11% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,254
shares
|
$290,667
0.1% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
7,235
shares
|
$289,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,187
shares
|
$287,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,131
shares
|
$285,739
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
7,055
shares
|
$282,693
0.01% of portfolio
|
Q3 2024
Reduced 63.97%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
7,045
shares
|
$282,293
0.07% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
7,045
shares
|
$282,293
0.0% of portfolio
|
Q4 2024
Added 38.46%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
7,036
shares
|
$281,932
0.04% of portfolio
|
Q4 2024
Reduced 53.92%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
6,952
shares
|
$278,566
0.02% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,934
shares
|
$277,845
0.01% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
6,934
shares
|
$277,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,474
shares
|
$259,413
0.01% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
6,362
shares
|
$254,925
0.18% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,265
shares
|
$251,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,096
shares
|
$244,266
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
5,945
shares
|
$238,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,797
shares
|
$232,285
0.01% of portfolio
|
Q4 2024
Reduced 51.94%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,644
shares
|
$226,155
0.09% of portfolio
|
Q3 2023
Added 15.18%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
5,533
shares
|
$221,707
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,512
shares
|
$220,865
0.12% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,425
shares
|
$217,379
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,360
shares
|
$214,775
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,250
shares
|
$210,367
0.15% of portfolio
|
Q2 2023
Reduced 3.67%
|