Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 0.23% |
$858 - $912
|
9.23K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 6.67% |
$327 - $347
|
128
$5.03K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.09% |
$81.7 - $86.8
|
2.24K
$87.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1- 0.01% |
$40.9 - $43.4
|
15.6K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 1.32% |
$163 - $174
|
300
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18- 0.97% |
$735 - $782
|
1.83K
$71.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$981 - $1.04K
|
17.2K
$676K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 15.38% |
$1.06K - $1.13K
|
143
$5.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30- 0.26% |
$1.23K - $1.3K
|
11.6K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-35- 0.39% |
$1.43K - $1.52K
|
9.05K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-62- 2.35% |
$2.53K - $2.69K
|
2.57K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 0.34% |
$2.66K - $2.82K
|
18.9K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-97- 0.88% |
$3.96K - $4.21K
|
10.9K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-108- 1.41% |
$4.41K - $4.69K
|
7.53K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-111- 0.76% |
$4.54K - $4.82K
|
14.6K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-145- 99.32% |
$5.92K - $6.3K
|
1
$39.3
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-176- 0.47% |
$7.19K - $7.64K
|
37.1K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-181- 0.68% |
$7.4K - $7.86K
|
26.5K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-184- 18.7% |
$7.52K - $7.99K
|
800
$31.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-295- 15.78% |
$12.1K - $12.8K
|
1.58K
$61.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-383- 2.9% |
$15.6K - $16.6K
|
12.8K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-420- 10.62% |
$17.2K - $18.2K
|
3.54K
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-448- 0.21% |
$18.3K - $19.5K
|
218K
$8.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-496- 3.72% |
$20.3K - $21.5K
|
12.9K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-498- 5.73% |
$20.3K - $21.6K
|
8.19K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-603- 6.43% |
$24.6K - $26.2K
|
8.78K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-638- 2.3% |
$26.1K - $27.7K
|
27.1K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-666- 3.16% |
$27.2K - $28.9K
|
20.4K
$803K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-759- 3.49% |
$31K - $33K
|
21K
$825K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-804- 5.58% |
$32.9K - $34.9K
|
13.6K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-976- 1.97% |
$39.9K - $42.4K
|
48.7K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.24K- 1.63% |
$50.7K - $53.9K
|
74.7K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 6.97% |
$52.3K - $55.5K
|
17.1K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.32K- 1.58% |
$53.7K - $57.1K
|
82.1K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.45K- 14.77% |
$59.1K - $62.8K
|
8.35K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.5K- 19.03% |
$61.1K - $64.9K
|
6.36K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 14.03% |
$61.5K - $65.4K
|
9.23K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.51K- 2.29% |
$61.8K - $65.7K
|
64.6K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.61K- 5.22% |
$65.7K - $69.8K
|
29.2K
$1.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.67K- 30.05% |
$68.3K - $72.6K
|
3.89K
$153K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.82K- 3.67% |
$74.4K - $79K
|
47.8K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.9K- 3.13% |
$77.6K - $82.5K
|
58.8K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.91K- 21.35% |
$78.1K - $83K
|
7.05K
$277K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.37K- 5.26% |
$96.6K - $103K
|
42.6K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.45K- 7.04% |
$100K - $106K
|
32.4K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.48K- 1.59% |
$101K - $108K
|
154K
$6.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.14K- 5.97% |
$128K - $136K
|
49.4K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.82K- 7.57% |
$156K - $166K
|
46.7K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.34K- 33.02% |
$177K - $189K
|
8.81K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.48K- 29.28% |
$183K - $195K
|
10.8K
$425K
|