Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
131K+ 18.48% |
$4.67M - $5.2M
|
841K
$32.7M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 30.89% |
$481K - $535K
|
57.2K
$2.23M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
12.5K+ 188.81% |
$445K - $495K
|
19.1K
$744K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.82K+ 18.56% |
$314K - $350K
|
56.4K
$2.2M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.81KNew |
$314K - $349K
|
8.81K
$343K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.5K+ 22.82% |
$303K - $337K
|
45.7K
$1.78M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.76KNew |
$205K - $228K
|
5.76K
$224K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.88K+ 3.25% |
$174K - $193K
|
155K
$6.04M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.22K+ 17.32% |
$43.3K - $48.2K
|
8.24K
$321K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
655+ 3.43% |
$23.3K - $26K
|
19.7K
$769K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 20.41% |
$11.4K - $12.7K
|
1.89K
$73.8K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
174+ 2.96% |
$6.2K - $6.9K
|
6.05K
$236K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-18- 2.57% |
$641 - $714
|
682
$26.6K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-600Closed |
$21.4K - $23.8K
|
0
$0
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.49K- 10.04% |
$53.1K - $59.1K
|
13.4K
$521K
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.83K- 23.73% |
$65.2K - $72.6K
|
5.89K
$229K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9.52K- 22.36% |
$339K - $377K
|
33K
$1.29M
|