Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
36.1KNew |
$1.41M - $1.45M
|
36.1K
$1.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.5K+ 2.17% |
$683K - $703K
|
827K
$33.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
13.3KNew |
$520K - $535K
|
13.3K
$533K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.7KNew |
$495K - $510K
|
12.7K
$508K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
9.18KNew |
$358K - $368K
|
9.18K
$367K
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
8.31KNew |
$324K - $333K
|
8.31K
$332K
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
6.2K+ 1.52% |
$241K - $248K
|
413K
$16.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.19K+ 13.31% |
$241K - $248K
|
52.7K
$2.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5.75KNew |
$224K - $231K
|
5.75K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.32KNew |
$207K - $213K
|
5.32K
$213K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.83K+ 68.27% |
$149K - $153K
|
9.44K
$377K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.92K+ 28.54% |
$114K - $117K
|
13.2K
$526K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.48K+ 16.04% |
$57.4K - $59.1K
|
10.7K
$426K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 19.71% |
$56.9K - $58.6K
|
8.88K
$355K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1K+ 4.95% |
$39K - $40.2K
|
21.2K
$849K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
560+ 4.16% |
$21.8K - $22.4K
|
14K
$560K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
248+ 2.76% |
$9.66K - $9.94K
|
9.25K
$369K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
75New |
$2.92K - $3.01K
|
75
$3K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$117 - $120
|
8.2K
$328K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 3.7% |
$38.9 - $40.1
|
28
$1.12K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-36- 0.54% |
$1.4K - $1.44K
|
6.65K
$266K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-54- 0.4% |
$2.1K - $2.16K
|
13.3K
$531K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-70- 4.0% |
$2.73K - $2.81K
|
1.68K
$67.2K
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-214- 0.93% |
$8.33K - $8.58K
|
22.9K
$914K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-235- 21.68% |
$9.15K - $9.42K
|
849
$33.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-718- 12.59% |
$28K - $28.8K
|
4.99K
$199K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 69.08% |
$39.4K - $40.6K
|
453
$18.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.11K- 17.89% |
$43K - $44.3K
|
5.07K
$203K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.42K- 10.3% |
$55.2K - $56.8K
|
12.3K
$493K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.68K- 6.28% |
$65.2K - $67.1K
|
25K
$999K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.31K- 9.32% |
$90K - $92.6K
|
22.5K
$898K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.3K- 4.82% |
$129K - $132K
|
65.2K
$2.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.34K- 30.79% |
$130K - $134K
|
7.5K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.54K- 69.69% |
$138K - $142K
|
1.54K
$61.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.94K- 4.95% |
$153K - $158K
|
75.7K
$3.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.91K- 22.39% |
$386K - $397K
|
34.4K
$1.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13.2K- 8.95% |
$514K - $529K
|
134K
$5.36M
|
|