Purchases and Sales Made in Q1 2023 in Global X Fds S&P 500 Covered C (XYLD)

XYLD Quotes by TradingView

This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q1 2023. 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
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.52K
+ 16.67%
$256K - $267K
45.6K $1.94M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
6.48K
New
$254K - $266K
6.48K $275K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
6.38K
+ 59.16%
$251K - $262K
17.2K $730K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
6.28K
+ 23.75%
$247K - $257K
32.7K $1.39M
May 12, 2023 Q1 2023
Independent Advisor Alliance

BUY
 -
6.21K
New
$244K - $255K
6.21K $264K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.96K
+ 54.96%
$234K - $245K
16.8K $715K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
5.86K
New
$230K - $240K
5.86K $249K
May 15, 2023 Q1 2023
Elco Management Co., LLC

New York, NY
BUY
 -
5.8K
+ 9.97%
$228K - $238K
64K $2.72M
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
5.3K
New
$208K - $217K
5.3K $225K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
5.24K
New
$206K - $215K
5.24K $223K
May 10, 2023 Q1 2023
Montchanin Asset Management, LLC

Montchanin, DE
BUY
 -
5.08K
+ 26.3%
$199K - $208K
24.4K $1.04M
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
5.03K
+ 50.84%
$197K - $206K
14.9K $634K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
4.86K
New
$191K - $199K
4.86K $206K
May 03, 2023 Q1 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
4.6K
+ 5.84%
$180K - $188K
83.3K $3.54M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.5K
+ 19.02%
$177K - $184K
28.1K $1.2M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
4.21K
+ 50.02%
$165K - $173K
12.6K $536K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.01K
+ 18.61%
$158K - $165K
25.6K $1.09M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3.8K
New
$149K - $156K
3.8K $161K
May 02, 2023 Q1 2023
1900 Wealth Management LLC

BUY
 -
3.54K
+ 10.14%
$139K - $145K
38.5K $1.63M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
3.34K
New
$131K - $137K
3.34K $142K
May 10, 2023 Q1 2023
Flaharty Asset Management, LLC

BUY
 -
3.19K
+ 4.48%
$125K - $131K
74.3K $3.16M
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
2.59K
+ 38.4%
$102K - $106K
9.34K $397K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.52K
+ 3.98%
$99K - $103K
65.9K $2.8M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
2.44K
+ 18.4%
$95.9K - $100K
15.7K $668K
May 12, 2023 Q1 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
2.31K
+ 8.73%
$90.8K - $94.8K
28.8K $1.22M
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
1.71K
+ 46.03%
$67K - $69.9K
5.41K $230K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.65K
+ 28.37%
$64.7K - $67.5K
7.45K $317K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
1.62K
+ 8.61%
$63.5K - $66.3K
20.4K $866K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.59K
+ 13.25%
$62.5K - $65.2K
13.6K $578K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.5K
+ 1.14%
$59K - $61.6K
134K $5.68M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
1.29K
+ 2.67%
$50.5K - $52.7K
49.5K $2.1M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.25K
+ 1.38%
$49.1K - $51.3K
92K $3.91M
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.24K
+ 126.37%
$48.7K - $50.9K
2.22K $94.5K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.24K
+ 18.56%
$48.5K - $50.6K
7.89K $335K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.08K
+ 11.35%
$42.3K - $44.2K
10.6K $450K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
1.05K
+ 20.29%
$41K - $42.9K
6.2K $263K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
814
+ 6.56%
$32K - $33.4K
13.2K $562K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
661
+ 10.68%
$26K - $27.1K
6.85K $291K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
600
New
$23.6K - $24.6K
600 $25.5K
May 04, 2023 Q1 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
500
New
$19.6K - $20.5K
500 $21.3K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
498
+ 4.55%
$19.6K - $20.4K
11.4K $486K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
432
+ 10.28%
$17K - $17.7K
4.64K $197K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
376
+ 1.0%
$14.8K - $15.4K
38.1K $1.62M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
370
+ 26.87%
$14.5K - $15.2K
1.75K $74.2K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
336
+ 2.6%
$13.2K - $13.8K
13.3K $564K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

BUY
 -
290
+ 1.99%
$11.4K - $11.9K
14.9K $632K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
289
+ 3.81%
$11.4K - $11.9K
7.87K $335K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
248
+ 4.04%
$9.74K - $10.2K
6.39K $272K
Apr 19, 2023 Q1 2023
Manchester Financial Inc

BUY
 -
243
+ 2.05%
$9.55K - $9.97K
12.1K $515K

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