Purchases and Sales Made in Q2 2024 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 2024. 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 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.28K- 1.68% |
$50.7K - $52.2K
|
75K
$3.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.36K- 15.29% |
$54K - $55.6K
|
7.54K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 0.49% |
$54.8K - $56.4K
|
279K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.4K- 13.06% |
$55.4K - $57K
|
9.29K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.59K- 7.75% |
$63.2K - $65K
|
19K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.69K- 12.64% |
$66.9K - $68.8K
|
11.7K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.75K- 15.18% |
$69.3K - $71.3K
|
9.76K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.12K- 10.33% |
$84.2K - $86.7K
|
18.4K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.14K- 5.43% |
$84.9K - $87.3K
|
37.3K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 17.95% |
$87.9K - $90.5K
|
10.1K
$434K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.65K- 3.59% |
$105K - $108K
|
71K
$3.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.8K- 87.49% |
$111K - $114K
|
400
$17.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-3K- 15.79% |
$119K - $122K
|
16K
$685K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.37K- 39.86% |
$134K - $137K
|
5.08K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.33K- 29.13% |
$172K - $177K
|
10.5K
$451K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.53K- 5.64% |
$180K - $185K
|
75.7K
$3.24M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.87K- 19.91% |
$193K - $199K
|
19.6K
$838K
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-4.87K- 5.3% |
$193K - $199K
|
87K
$3.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.34K- 16.71% |
$212K - $218K
|
26.6K
$1.14M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.45K- 11.65% |
$216K - $222K
|
41.3K
$1.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.65K- 11.21% |
$224K - $231K
|
44.8K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.92K- 8.19% |
$275K - $283K
|
77.6K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.09K- 3.08% |
$281K - $289K
|
223K
$9.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.36K- 58.24% |
$292K - $301K
|
5.28K
$226K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.19K- 22.14% |
$325K - $334K
|
28.8K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.07K- 12.0% |
$360K - $370K
|
66.5K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.16K- 43.37% |
$364K - $374K
|
12K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10K- 35.63% |
$397K - $408K
|
18.1K
$774K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-11.5K- 25.39% |
$456K - $469K
|
33.8K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11.6K- 25.17% |
$459K - $473K
|
34.4K
$1.47M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12K- 91.51% |
$477K - $491K
|
1.12K
$47.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.7K- 9.61% |
$583K - $600K
|
138K
$5.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18K- 19.2% |
$715K - $736K
|
75.9K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-25.3K- 24.03% |
$1M - $1.03M
|
80K
$3.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-30K- 4.14% |
$1.19M - $1.22M
|
694K
$29.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.3K- 7.96% |
$1.2M - $1.24M
|
350K
$15M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-46.3K- 27.4% |
$1.84M - $1.89M
|
123K
$5.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-51K- 18.53% |
$2.02M - $2.08M
|
224K
$9.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.6K- 14.8% |
$2.76M - $2.84M
|
401K
$17.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86.6K- 2.39% |
$3.43M - $3.54M
|
3.53M
$151M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86.6K- 2.39% |
$3.43M - $3.54M
|
3.53M
$151M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.4K- 61.94% |
$3.55M - $3.65M
|
54.9K
$2.35M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-248K- 84.41% |
$9.83M - $10.1M
|
45.8K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-314K- 33.28% |
$12.5M - $12.8M
|
630K
$27M
|