Latest Institutional Purchases of Global X Fds S&P 500 Covered C (XYLD)
This list provides information on the latest institutional transactions involving Global X Fds S&P 500 Covered C (XYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$107K - $119K
|
3K
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
2.8K+ 31.46% |
$99.7K - $111K
|
11.7K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.58KNew |
$91.7K - $102K
|
2.58K
$103K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
873+ 15.47% |
$31.1K - $34.6K
|
6.52K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
659New |
$23.5K - $26.1K
|
659
$26.3K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
300+ 0.07% |
$10.7K - $11.9K
|
411K
$16.4M
|
|
|
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 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
155+ 3.05% |
$5.52K - $6.14K
|
5.24K
$210K
|
|
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
126New |
$4.49K - $4.99K
|
126
$5.03K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
89+ 0.17% |
$3.17K - $3.53K
|
52.6K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.02% |
$35.6 - $39.6
|
4.54K
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
186KNew |
$7.27M - $7.99M
|
186K
$7.44M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.5KNew |
$2.87M - $3.15M
|
73.5K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.1KNew |
$1.41M - $1.55M
|
36.1K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.7KNew |
$808K - $888K
|
20.7K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$599K - $658K
|
15.3K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14.9KNew |
$582K - $639K
|
14.9K
$596K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.9KNew |
$464K - $510K
|
11.9K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.77KNew |
$264K - $290K
|
6.77K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.38KNew |
$249K - $274K
|
6.38K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.59K+ 22.85% |
$218K - $240K
|
30.1K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$215K - $236K
|
5.5K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.13KNew |
$200K - $220K
|
5.13K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4KNew |
$156K - $172K
|
4K
$160K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.73K+ 2.84% |
$106K - $117K
|
98.7K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.52KNew |
$98.1K - $108K
|
2.52K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 7.87% |
$42.9K - $47.2K
|
15.1K
$603K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
895New |
$34.9K - $38.4K
|
895
$35.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
500New |
$19.5K - $21.4K
|
500
$20K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
500New |
$19.5K - $21.4K
|
500
$20K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
321New |
$12.5K - $13.8K
|
321
$12.8K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
200+ 3.73% |
$7.8K - $8.58K
|
5.56K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
163New |
$6.36K - $6.99K
|
163
$6.51K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$3.9K - $4.29K
|
100
$4K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
63New |
$2.46K - $2.7K
|
63
$2.52K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23New |
$897 - $986
|
23
$919
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 20.0% |
$39 - $42.9
|
6
$240
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.45M - $4.73M
|
109K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.6K+ 187.39% |
$759K - $807K
|
28.5K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$574K - $610K
|
14.1K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.38KNew |
$383K - $407K
|
9.38K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.18KNew |
$334K - $355K
|
8.18K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.24KNew |
$296K - $314K
|
7.24K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5.03KNew |
$206K - $218K
|
5.03K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.73KNew |
$193K - $205K
|
4.73K
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$98.1K - $104K
|
2.4K
$95.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.7KNew |
$69.3K - $73.6K
|
1.7K
$67.8K
|
|