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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$8,014
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$8,014
0.0% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
170
shares
|
$6,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
143
shares
|
$5,730
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
128
shares
|
$5,128
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
125
shares
|
$5,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
102
shares
|
$4,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
67
shares
|
$2,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
45
shares
|
$1,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
42
shares
|
$1,682
0.0% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
24
shares
|
$961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
19
shares
|
$761
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
7
shares
|
$280
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1
shares
|
$40
0.0% of portfolio
|
Q4 2024
Reduced 99.32%
|