Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
897New |
$36.7K - $38.9K
|
897
$38K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
878+ 0.27% |
$35.9K - $38.1K
|
325K
$13.8M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
849+ 6.09% |
$34.7K - $36.9K
|
14.8K
$626K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
832+ 5.93% |
$34K - $36.1K
|
14.9K
$629K
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
821+ 2.86% |
$33.5K - $35.6K
|
29.5K
$1.25M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
781+ 7.18% |
$31.9K - $33.9K
|
11.7K
$494K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
769+ 12.44% |
$31.4K - $33.4K
|
6.95K
$294K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
752+ 5.23% |
$30.7K - $32.7K
|
15.1K
$640K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
726+ 4.49% |
$29.7K - $31.5K
|
16.9K
$714K
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
715+ 9.65% |
$29.2K - $31K
|
8.13K
$344K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
703+ 8.69% |
$28.7K - $30.5K
|
8.79K
$372K
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
700+ 9.62% |
$28.6K - $30.4K
|
7.98K
$338K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
700+ 48.28% |
$28.6K - $30.4K
|
2.15K
$91K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 3.74% |
$24.5K - $26.1K
|
16.6K
$703K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
560+ 16.23% |
$22.9K - $24.3K
|
4.01K
$170K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
557+ 2.16% |
$22.8K - $24.2K
|
26.4K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
500+ 1.85% |
$20.4K - $21.7K
|
27.6K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$20.4K - $21.7K
|
500
$21.2K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
499+ 4.56% |
$20.4K - $21.7K
|
11.4K
$484K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
463New |
$18.9K - $20.1K
|
463
$19.6K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
452+ 2.9% |
$18.5K - $19.6K
|
16.1K
$680K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
449+ 112.25% |
$18.3K - $19.5K
|
849
$35.9K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
429+ 7.1% |
$17.5K - $18.6K
|
6.47K
$274K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375+ 277.78% |
$15.3K - $16.3K
|
510
$21.6K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
373+ 10.08% |
$15.2K - $16.2K
|
4.08K
$172K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
305+ 20.68% |
$12.5K - $13.2K
|
1.78K
$75.3K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$10.2K - $10.9K
|
250
$10.6K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
235+ 3.18% |
$9.6K - $10.2K
|
7.62K
$323K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
229New |
$9.36K - $9.94K
|
229
$9.69K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
221+ 0.12% |
$9.03K - $9.6K
|
192K
$8.12M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
170New |
$6.95K - $7.38K
|
170
$7.19K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
168+ 1.32% |
$6.86K - $7.29K
|
12.9K
$545K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
141+ 4.45% |
$5.76K - $6.12K
|
3.31K
$140K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
125New |
$5.11K - $5.43K
|
125
$5.29K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
102New |
$4.17K - $4.43K
|
102
$4.32K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
91+ 1.82% |
$3.72K - $3.95K
|
5.09K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
85+ 0.61% |
$3.47K - $3.69K
|
14K
$592K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
74+ 9.25% |
$3.02K - $3.21K
|
874
$37K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 6.89% |
$2.86K - $3.04K
|
1.09K
$46K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
67New |
$2.74K - $2.91K
|
67
$2.84K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
65+ 0.31% |
$2.66K - $2.82K
|
21.4K
$905K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
45New |
$1.84K - $1.95K
|
45
$1.9K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 9.76% |
$1.63K - $1.74K
|
450
$19K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
38+ 0.93% |
$1.55K - $1.65K
|
4.14K
$175K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
35+ 0.64% |
$1.43K - $1.52K
|
5.51K
$233K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
25+ 1.85% |
$1.02K - $1.09K
|
1.37K
$58.1K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 0.23% |
$858 - $912
|
9.23K
$391K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 6.67% |
$327 - $347
|
128
$5.42K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.09% |
$81.7 - $86.8
|
2.24K
$94.6K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1- 0.01% |
$40.9 - $43.4
|
15.6K
$660K
|