Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.71MNew |
$65.9M - $67.4M
|
1.71M
$68.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
280K+ 38.24% |
$10.8M - $11M
|
1.01M
$40.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 15.65% |
$8.82M - $9.02M
|
1.69M
$67.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
178KNew |
$6.86M - $7.01M
|
178K
$7.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
150K+ 44.14% |
$5.78M - $5.92M
|
490K
$19.6M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
149KNew |
$5.74M - $5.87M
|
149K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
148KNew |
$5.71M - $5.84M
|
148K
$5.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
61.5K+ 40.03% |
$2.37M - $2.42M
|
215K
$8.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
53K+ 53.98% |
$2.04M - $2.09M
|
151K
$6.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
52.5KNew |
$2.02M - $2.07M
|
52.5K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
51.8K+ 24.79% |
$2M - $2.04M
|
261K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
45.1K+ 12.46% |
$1.74M - $1.77M
|
407K
$16.2M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
38.6KNew |
$1.49M - $1.52M
|
38.6K
$1.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.8KNew |
$1.3M - $1.33M
|
33.8K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.9K+ 51.99% |
$1.27M - $1.3M
|
96.3K
$3.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
28.8KNew |
$1.11M - $1.13M
|
28.8K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
28.7KNew |
$1.1M - $1.13M
|
28.7K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.4K+ 7.35% |
$942K - $963K
|
357K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
24.4KNew |
$941K - $962K
|
24.4K
$976K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18KNew |
$693K - $709K
|
18K
$719K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
17K+ 14.1% |
$654K - $669K
|
137K
$5.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
13.3KNew |
$514K - $526K
|
13.3K
$533K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.3K+ 1.39% |
$512K - $524K
|
970K
$38.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.1K+ 42.25% |
$506K - $517K
|
44.2K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.7K+ 122.03% |
$490K - $501K
|
23.2K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.4KNew |
$478K - $488K
|
12.4K
$495K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.4K+ 19.89% |
$438K - $448K
|
68.5K
$2.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.6K+ 74.23% |
$407K - $416K
|
24.8K
$991K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 71.1% |
$397K - $406K
|
24.8K
$990K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.2K+ 98.86% |
$394K - $403K
|
20.6K
$821K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.2K+ 2.44% |
$392K - $401K
|
428K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.96K+ 3.4% |
$384K - $392K
|
303K
$12.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9.65KNew |
$372K - $380K
|
9.65K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.19KNew |
$354K - $362K
|
9.19K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.1K+ 18.2% |
$351K - $359K
|
59.1K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
7.99KNew |
$308K - $315K
|
7.99K
$319K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.9K+ 203.06% |
$304K - $311K
|
11.8K
$471K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7.9K+ 11.9% |
$304K - $311K
|
74.3K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.69KNew |
$296K - $303K
|
7.69K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.55K+ 25.84% |
$291K - $297K
|
36.8K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.07KNew |
$272K - $278K
|
7.07K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.72K+ 10.18% |
$259K - $265K
|
72.7K
$2.91M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.69KNew |
$258K - $263K
|
6.69K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.44KNew |
$248K - $254K
|
6.44K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.79K+ 6.93% |
$223K - $228K
|
89.4K
$3.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.61KNew |
$216K - $221K
|
5.61K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.48K+ 3.53% |
$211K - $216K
|
160K
$6.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.34K+ 17.47% |
$206K - $210K
|
35.9K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.28K+ 3.06% |
$203K - $208K
|
178K
$7.11M
|
|