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 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.77K- 33.2% |
$261K - $267K
|
13.6K
$544K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.99KNew |
$308K - $315K
|
7.99K
$319K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-180- 3.06% |
$6.93K - $7.09K
|
5.71K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$770 - $788
|
20
$799
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.1K- 21.44% |
$466K - $476K
|
44.3K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.7K- 9.38% |
$104K - $106K
|
26.1K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.07KNew |
$272K - $278K
|
7.07K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
2.7K+ 25.39% |
$104K - $106K
|
13.3K
$533K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
149K+ 17.76% |
$5.75M - $5.88M
|
990K
$39.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-448- 5.97% |
$17.3K - $17.6K
|
7.06K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.9K- 1.57% |
$496K - $507K
|
810K
$32.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 2.39% |
$501 - $512
|
556
$22.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.36K- 23.15% |
$52.3K - $53.5K
|
4.51K
$180K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$56.4K - $57.7K
|
1.47K
$58.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
68+ 0.83% |
$2.62K - $2.68K
|
8.31K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.6K+ 74.23% |
$407K - $416K
|
24.8K
$991K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50New |
$1.93K - $1.97K
|
50
$2K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
126+ 2.08% |
$4.85K - $4.96K
|
6.18K
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15+ 0.06% |
$578 - $591
|
25.3K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.48K+ 3.53% |
$211K - $216K
|
160K
$6.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
234New |
$9.01K - $9.22K
|
234
$9.35K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.18K+ 167.95% |
$123K - $125K
|
5.08K
$203K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
765+ 1.67% |
$29.5K - $30.1K
|
46.5K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3KNew |
$116K - $118K
|
3K
$120K
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
126New |
$4.49K - $4.99K
|
126
$5.03K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.84K- 8.78% |
$65.5K - $72.9K
|
19.1K
$763K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.6K- 2.47% |
$520K - $578K
|
577K
$23.1M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
89+ 0.17% |
$3.17K - $3.53K
|
52.6K
$2.1M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19- 0.28% |
$677 - $753
|
6.67K
$266K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-55- 21.57% |
$1.96K - $2.18K
|
200
$7.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
659New |
$23.5K - $26.1K
|
659
$26.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
7.8KNew |
$278K - $309K
|
7.8K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131K+ 135.98% |
$4.66M - $5.18M
|
227K
$9.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.58KNew |
$91.7K - $102K
|
2.58K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.3KNew |
$189K - $210K
|
5.3K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
27.5KNew |
$980K - $1.09M
|
27.5K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-720- 11.65% |
$25.6K - $28.5K
|
5.46K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-233K- 82.44% |
$8.3M - $9.24M
|
49.6K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.67KNew |
$309K - $344K
|
8.67K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.1K- 31.76% |
$431K - $480K
|
26K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
241+ 3.04% |
$8.58K - $9.55K
|
8.18K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.01% |
$7.12K - $7.93K
|
20K
$800K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 39.39% |
$926 - $1.03K
|
40
$1.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
300+ 0.07% |
$10.7K - $11.9K
|
411K
$16.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
6.26KNew |
$223K - $248K
|
6.26K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$553K - $616K
|
15.5K
$621K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
90.9K+ 348.42% |
$3.24M - $3.6M
|
117K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.6K+ 31.33% |
$1.59M - $1.77M
|
187K
$7.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.66K+ 52.73% |
$130K - $145K
|
10.6K
$423K
|
|