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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
984
shares
|
$41,259
0.0% of portfolio
|
Q3 2024
Reduced 25.9%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
930
shares
|
$38,994
0.01% of portfolio
|
Q3 2024
Reduced 42.94%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$33,544
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
798
shares
|
$33,460
0.01% of portfolio
|
Q2 2024
Reduced 49.27%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
770
shares
|
$32,286
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
593
shares
|
$24,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
550
shares
|
$23,061
0.01% of portfolio
|
Q4 2022
Reduced 87.36%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
486
shares
|
$20,377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
460
shares
|
$19,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
412
shares
|
$17,275
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
410
shares
|
$17,191
0.01% of portfolio
|
Q1 2024
Added 9.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
400
shares
|
$16,772
0.0% of portfolio
|
Q2 2024
Reduced 87.49%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
313
shares
|
$13,124
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
304
shares
|
$12,746
0.0% of portfolio
|
Q3 2024
Reduced 51.52%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
300
shares
|
$12,579
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$8,386
0.0% of portfolio
|
Q1 2024
Reduced 90.01%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$8,386
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
200
shares
|
$8,386
0.0% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
169
shares
|
$7,086
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
146
shares
|
$6,121
0.0% of portfolio
|
Q3 2024
Added 14500.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
135
shares
|
$5,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
120
shares
|
$5,031
0.0% of portfolio
|
Q3 2024
Reduced 96.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
100
shares
|
$4,193
0.0% of portfolio
|
Q3 2024
Reduced 86.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
47
shares
|
$1,970
0.0% of portfolio
|
Q1 2024
Reduced 53.47%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
24
shares
|
$1,006
0.0% of portfolio
|
Q3 2024
New holding
|