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 273 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
5,691
shares
|
$221,664
0.04% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
5,644
shares
|
$219,833
0.08% of portfolio
|
Q3 2023
Added 15.18%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
5,560
shares
|
$216,562
0.13% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
5,533
shares
|
$215,510
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,500
shares
|
$214,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,425
shares
|
$211,303
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,284
shares
|
$205,811
0.01% of portfolio
|
Q1 2025
Reduced 96.53%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
5,250
shares
|
$204,487
0.15% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,208
shares
|
$202,851
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
5,129
shares
|
$199,774
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
5,089
shares
|
$198,216
0.13% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,058
shares
|
$197,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,541
shares
|
$176,871
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
4,370
shares
|
$170,211
0.0% of portfolio
|
Q1 2025
Added 84.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,352
shares
|
$169,510
0.01% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
4,255
shares
|
$165,732
0.06% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,234
shares
|
$164,914
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,136
shares
|
$161,097
0.0% of portfolio
|
Q1 2025
Added 92.37%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
4,000
shares
|
$155,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,784
shares
|
$147,386
0.0% of portfolio
|
Q1 2025
Reduced 57.04%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
3,566
shares
|
$138,895
0.13% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
3,533
shares
|
$137,610
0.02% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,539
shares
|
$98,894
0.01% of portfolio
|
Q1 2025
Added 397.84%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,515
shares
|
$97,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,973
shares
|
$76,848
0.0% of portfolio
|
Q1 2025
Added 15.04%
|