Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
477+ 3.94% |
$19K - $19.7K
|
12.6K
$533K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
459+ 7.41% |
$18.3K - $19K
|
6.65K
$282K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
445+ 2.43% |
$17.8K - $18.4K
|
18.8K
$794K
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
443+ 7.98% |
$17.7K - $18.3K
|
5.99K
$254K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
423New |
$16.9K - $17.5K
|
423
$17.9K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
403+ 1.23% |
$16.1K - $16.6K
|
33.1K
$1.4M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400New |
$16K - $16.5K
|
400
$16.9K
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
355+ 2.25% |
$14.2K - $14.7K
|
16.1K
$682K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
347+ 1.08% |
$13.9K - $14.3K
|
32.5K
$1.37M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
319+ 2.14% |
$12.7K - $13.2K
|
15.2K
$645K
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
300+ 0.47% |
$12K - $12.4K
|
64.3K
$2.72M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
287+ 3.65% |
$11.5K - $11.9K
|
8.16K
$345K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260New |
$10.4K - $10.7K
|
260
$11K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215+ 1.4% |
$8.58K - $8.88K
|
15.5K
$657K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
157+ 2.46% |
$6.27K - $6.49K
|
6.55K
$277K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
153+ 1.35% |
$6.11K - $6.32K
|
11.5K
$488K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 2.19% |
$5.99K - $6.2K
|
7K
$296K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
146+ 2.35% |
$5.83K - $6.03K
|
6.35K
$269K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
128+ 0.36% |
$5.11K - $5.29K
|
36K
$1.53M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
100+ 1.91% |
$3.99K - $4.13K
|
5.34K
$226K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
89+ 1.2% |
$3.55K - $3.68K
|
7.48K
$317K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 1.49% |
$758 - $785
|
1.29K
$54.8K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 2.35% |
$758 - $785
|
829
$35.1K
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$240 - $248
|
6
$254
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 2.4% |
$120 - $124
|
128
$5.42K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$39.9 - $41.3
|
1
$42.3
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6- 0.09% |
$240 - $248
|
7.02K
$297K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8- 1.14% |
$319 - $330
|
692
$29.3K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 0.74% |
$599 - $620
|
2.01K
$85.1K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-52- 2.79% |
$2.08K - $2.15K
|
1.81K
$76.7K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-79- 4.67% |
$3.15K - $3.26K
|
1.61K
$68.3K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-83- 88.3% |
$3.31K - $3.43K
|
11
$466
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-100- 0.52% |
$3.99K - $4.13K
|
19K
$804K
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-111- 0.28% |
$4.43K - $4.59K
|
39.7K
$1.68M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-174- 3.43% |
$6.95K - $7.19K
|
4.89K
$207K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-200- 3.67% |
$7.98K - $8.26K
|
5.25K
$222K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-302- 2.67% |
$12.1K - $12.5K
|
11K
$466K
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-356- 8.1% |
$14.2K - $14.7K
|
4.04K
$171K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-370- 21.18% |
$14.8K - $15.3K
|
1.38K
$58.3K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-400- 3.49% |
$16K - $16.5K
|
11K
$468K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-495- 2.88% |
$19.8K - $20.4K
|
16.7K
$706K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-550- 5.68% |
$22K - $22.7K
|
9.14K
$387K
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-600- 1.85% |
$24K - $24.8K
|
31.9K
$1.35M
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-840- 8.24% |
$33.5K - $34.7K
|
9.35K
$396K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-842- 7.18% |
$33.6K - $34.8K
|
10.9K
$460K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-868- 1.75% |
$34.7K - $35.9K
|
48.6K
$2.06M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-957- 11.0% |
$38.2K - $39.5K
|
7.75K
$328K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.27K- 96.15% |
$50.9K - $52.6K
|
51
$2.16K
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.34K- 3.33% |
$53.6K - $55.4K
|
39K
$1.65M
|