Latest Institutional Transactions on Global X Fds S&P 500 Covered C (XYLD)
This table provides information on the latest institutional transactions involving Global X Fds S&P 500 Covered C (XYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.47K- 10.75% |
$288K - $294K
|
62K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.79K+ 6.93% |
$223K - $228K
|
89.4K
$3.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.47K- 5.28% |
$95.1K - $97.2K
|
44.3K
$1.77M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2K+ 98.86% |
$394K - $403K
|
20.6K
$821K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-758- 87.73% |
$29.2K - $29.9K
|
106
$4.24K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.41K- 12.79% |
$92.7K - $94.8K
|
16.4K
$656K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.8KNew |
$1.3M - $1.33M
|
33.8K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.44K- 25.21% |
$94.1K - $96.2K
|
7.24K
$289K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
94+ 0.43% |
$3.62K - $3.7K
|
21.8K
$870K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.64K+ 9.43% |
$102K - $104K
|
30.7K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 19.89% |
$438K - $448K
|
68.5K
$2.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
224+ 2.12% |
$8.63K - $8.82K
|
10.8K
$432K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.61KNew |
$216K - $221K
|
5.61K
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.45K+ 16.84% |
$94.4K - $96.5K
|
17K
$679K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.88K+ 3.36% |
$188K - $192K
|
150K
$6M
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
270+ 7.57% |
$10.4K - $10.6K
|
3.84K
$153K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13- 30.95% |
$501 - $512
|
29
$1.16K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
600New |
$23.1K - $23.6K
|
600
$24K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.19K- 8.78% |
$277K - $283K
|
74.6K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.44KNew |
$248K - $254K
|
6.44K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 3.86% |
$85.6K - $87.5K
|
59.8K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.9K+ 9.5% |
$73.2K - $74.9K
|
21.9K
$875K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
927+ 1.73% |
$35.7K - $36.5K
|
54.4K
$2.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
27+ 0.38% |
$1.04K - $1.06K
|
7.07K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
156+ 2.4% |
$6.01K - $6.14K
|
6.65K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
497+ 2.52% |
$19.1K - $19.6K
|
20.2K
$808K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-125- 10.34% |
$4.82K - $4.92K
|
1.08K
$43.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 71.1% |
$397K - $406K
|
24.8K
$990K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-348- 2.67% |
$13.4K - $13.7K
|
12.7K
$507K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
28.7KNew |
$1.1M - $1.13M
|
28.7K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.36K+ 68.89% |
$168K - $172K
|
10.7K
$427K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.44K- 14.23% |
$94K - $96.1K
|
14.7K
$588K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95.7K- 41.65% |
$3.68M - $3.77M
|
134K
$5.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-307- 5.33% |
$11.8K - $12.1K
|
5.45K
$218K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-516- 40.28% |
$19.9K - $20.3K
|
765
$30.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.97KNew |
$114K - $117K
|
2.97K
$119K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-224- 3.2% |
$8.63K - $8.82K
|
6.78K
$271K
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
45.1K+ 12.46% |
$1.74M - $1.77M
|
407K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.1K- 1.45% |
$42.3K - $43.3K
|
74.8K
$2.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.04K- 5.68% |
$40.2K - $41.1K
|
17.3K
$692K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 3.85% |
$38.5 - $39.4
|
27
$1.08K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 11.58% |
$40.9K - $41.8K
|
10.2K
$409K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
4.52K+ 4.14% |
$174K - $178K
|
114K
$4.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-350- 3.8% |
$13.5K - $13.8K
|
8.87K
$354K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3KNew |
$514K - $526K
|
13.3K
$533K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-180- 3.06% |
$6.93K - $7.09K
|
5.71K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.79K- 3.82% |
$69.1K - $70.6K
|
45.1K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.99KNew |
$308K - $315K
|
7.99K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.77K- 33.2% |
$261K - $267K
|
13.6K
$544K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-270- 1.0% |
$10.4K - $10.6K
|
26.7K
$1.07M
|
|