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Global X S&P 500 Covered Call ETF (XYLD) Institutional Ownership

Global X S&P 500 Covered Call ETF logo
$38.49 +0.07 (+0.18%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$38.58 +0.09 (+0.23%)
As of 05/2/2025 07:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD)

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$831.43M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$48.51M
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XYLD Institutional Buying and Selling by Quarter

Global X S&P 500 Covered Call ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Armor Investment Advisors LLC7,688$304K0.1%-12.4%0.010%
5/2/2025Wealthfront Advisers LLC24,271$958K0.0%+10.9%0.031%
5/2/2025Prevail Innovative Wealth Advisors LLC115,992$4.58M1.2%+5.8%0.147%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd1,213,054$47.90M0.2%+3,849.0%1.540%
5/2/2025SBI Securities Co. Ltd.59,955$2.37M0.1%+1.4%0.076%
5/1/2025 Iron Horse Wealth Management LLC15,695$620K0.2%-8.8%0.020%
5/1/2025 Curtis Advisory Group LLC24,014$948K0.3%+63.8%0.030%
4/30/2025 Allworth Financial LP6,222$237K0.0%+141.9%0.008%
4/30/2025 Principal Securities Inc.415,590$17.41M0.4%+0.6%0.528%
4/30/2025 AlphaStar Capital Management LLC21,280$840K0.1%+16.8%0.027%
4/30/2025 Stratos Wealth Partners LTD.19,360$765K0.0%-4.1%0.025%
4/29/2025 Envestnet Asset Management Inc.580,213$22.91M0.0%-2.3%0.736%
4/29/2025 Concurrent Investment Advisors LLC83,797$3.31M0.1%+75.2%0.106%
4/29/2025 World Investment Advisors7,530$297K0.0%-18.4%0.010%
4/29/2025 Brookstone Capital Management782,703$30.91M0.4%+10.6%0.994%
4/29/2025 Avantax Planning Partners Inc.68,632$2.71M0.1%+23.2%0.087%
4/29/2025 Caerus Investment Advisors LLC360,623$14.24M13.7%+11.0%0.458%
4/28/2025 D.A. Davidson & CO.20,288$801K0.0%-6.3%0.026%
4/28/2025 Mutual Advisors LLC8,592$329K0.0%+37.1%0.011%
4/28/2025 Weaver Consulting Group6,846$270K0.1%-5.6%0.009%
4/28/2025 Private Trust Co. NA21,297$841K0.1%+27.3%0.027%
4/28/2025 Summit Trail Advisors LLC5,500$217K0.0%N/A0.007%
4/25/2025 WJ Wealth Management LLC116,875$4.62M1.6%-48.8%0.148%
4/24/2025 Sims Investment Management LLC347,458$13.72M6.1%+27.4%0.441%
4/24/2025 Money Concepts Capital Corp6,180$244K0.0%N/A0.008%
4/23/2025 Ferguson Shapiro LLC5,089$201K0.1%+5.5%0.006%
4/23/2025 Spire Wealth Management1,209$48K0.0%+42.4%0.002%
4/23/2025 International Assets Investment Management LLC48,489$1.92M0.1%-19.6%0.062%
4/23/2025 Cornerstone Wealth Group LLC6,767$267K0.0%N/A0.009%
4/23/2025 IMG Wealth Management Inc.1,397$55K0.0%+201.7%0.002%
4/23/2025 Oppenheimer & Co. Inc.8,162$322K0.0%+13.6%0.010%
4/22/2025 Consolidated Planning Corp5,691$225K0.0%-19.1%0.007%
4/22/2025 Flagship Harbor Advisors LLC8,447$334K0.0%-6.7%0.011%
4/22/2025 Cambridge Investment Research Advisors Inc.231,503$9.14M0.0%+5.2%0.294%
4/22/2025 Madison Wealth Partners Inc33,777$1.33M0.3%+8.1%0.043%
4/22/2025 PFG Investments LLC73,573$2.91M0.2%+4.5%0.093%
4/22/2025 Advisor Resource Council186,193$7.35M0.6%N/A0.236%
4/21/2025 Envestnet Portfolio Solutions Inc.18,242$720K0.0%+5.4%0.023%
4/21/2025 Global X Japan Co. Ltd.709,601$28.02M3.2%+80.9%0.901%
4/21/2025 Institute for Wealth Management LLC.47,820$1.89M0.2%-1.7%0.061%
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4/18/2025 San Luis Wealth Advisors LLC63,757$2.52M0.5%+264.5%0.082%
4/17/2025 Janney Montgomery Scott LLC55,753$2.20M0.0%-9.8%0.072%
4/17/2025 1900 Wealth Management LLC27,981$1.11M0.1%-4.1%0.036%
4/17/2025 Good Life Advisors LLC121,050$4.78M0.3%+25.6%0.156%
4/16/2025 Opal Wealth Advisors LLC700$28K0.0%N/A0.001%
4/16/2025 Southland Equity Partners LLC5,129$203K0.0%N/A0.007%
4/16/2025 Wealth Enhancement Advisory Services LLC43,675$1.73M0.0%+11.3%0.056%
4/16/2025 Bensler LLC17,599$695K0.1%+3.1%0.023%
4/15/2025 Investment Partners Asset Management Inc.79,089$3.12M2.5%+2.0%0.102%
4/14/2025 First Citizens Bank & Trust Co.8,742$345K0.0%+9.9%0.011%
4/14/2025 Park Avenue Securities LLC19,080$753K0.0%+11.5%0.025%
4/14/2025 City Center Advisors LLC14,860$587K0.7%-7.5%0.019%
4/11/2025 StoneCrest Wealth Management Inc.98,743$3.90M2.5%+2.8%0.127%
4/11/2025 Horizon Wealth Management LLC6,294$249K0.0%N/A0.008%
4/11/2025 Littlejohn Financial Services Inc.58,975$2.33M1.8%+4.0%0.076%
4/11/2025 Annex Advisory Services LLC20,380$805K0.0%+49.4%0.026%
4/10/2025 Fermata Advisors LLC6,382$252K0.0%N/A0.008%
4/10/2025 Key Client Fiduciary Advisors LLC7,025$277K0.1%N/A0.009%
4/10/2025 Juncture Wealth Strategies LLC150,138$5.93M2.3%+0.8%0.193%
4/9/2025 HBW Advisory Services LLC47,544$1.88M0.3%+46.8%0.061%
4/9/2025 Milestone Asset Management LLC8,943$353K0.1%+26.9%0.011%
4/9/2025 Kaizen Financial Strategies42,207$1.67M1.0%+42.9%0.054%
4/9/2025 Castle Rock Wealth Management LLC33,780$1.34M0.4%+3.8%0.043%
4/8/2025 Private Client Services LLC5,878$232K0.1%+6.6%0.008%
4/7/2025 AdvisorNet Financial Inc1,573$62K0.0%+1,128.9%0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC39,232$1.64M0.0%+35.3%0.051%
3/5/2025 Castle Rock Wealth Management LLC32,542$1.39M0.3%+5.4%0.042%
3/4/2025 Comprehensive Money Management Services LLC15,796$662K0.5%N/A0.020%
2/25/2025Heck Capital Advisors LLC4,729$198K0.0%N/A0.007%
2/25/2025B. Riley Wealth Advisors Inc.12,837$553K0.0%-2.9%0.018%
2/20/2025Montchanin Asset Management LLC26,740$1.12M1.1%-20.0%0.038%
2/18/2025 Western Wealth Management LLC64,027$2.68M0.8%+12.6%0.091%
2/18/2025 Sunbelt Securities Inc.3,892$163K0.0%-30.1%0.006%
2/18/2025Focus Partners Advisor Solutions LLC12,490$523K0.0%N/A0.018%
2/18/2025First Heartland Consultants Inc.7,901$331K0.0%+28.3%0.011%
2/18/2025Note Advisors LLC11,916$499K0.4%N/A0.017%
2/18/2025Ashford Capital Management Inc.11,000$461K0.1%-31.3%0.016%
2/17/2025Snowden Capital Advisors LLC11,430$492K0.0%+4.6%0.016%
2/17/2025Royal Bank of Canada584,968$24.51M0.0%+1.3%0.835%
2/17/2025Millennium Management LLC7,235$303K0.0%N/A0.010%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.105,987$4.45M0.0%+34.4%0.151%
2/17/2025 Kaizen Financial Strategies29,532$1.24M0.7%+2.9%0.042%
2/17/2025Cetera Investment Advisers325,493$13.64M0.0%+0.3%0.465%
2/17/2025Bank of America Corp DE2,832,410$118.68M0.0%-2.4%4.044%
2/17/2025BNP Paribas Financial Markets26,422$1.11M0.0%+220,083.3%0.038%
2/17/2025Ameriprise Financial Inc.831,797$34.86M0.0%-9.4%1.188%
2/17/2025Aptus Capital Advisors LLC12,853$539K0.0%-3.7%0.018%
2/14/2025Westbourne Investments Inc.5,030$211K0.1%N/A0.007%
2/14/2025Comerica Bank27,557$1.16M0.0%+1.8%0.039%
2/14/2025Lido Advisors LLC23,932$1.03M0.0%+46.7%0.034%
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2/14/2025Beacon Pointe Advisors LLC14,349$601K0.0%N/A0.020%
2/14/2025Stonebridge Capital Advisors LLC9,383$393K0.0%N/A0.013%
2/14/2025Uniplan Investment Counsel Inc.65,292$2.74M0.3%+1.8%0.093%
2/14/2025Stifel Financial Corp153,951$6.45M0.0%-1.6%0.220%
2/14/2025TD Waterhouse Canada Inc.2,150$90K0.0%+48.3%0.003%
2/14/2025Kayne Anderson Rudnick Investment Management LLC89,537$3.75M0.0%+112.2%0.128%
2/14/2025MML Investors Services LLC40,627$1.70M0.0%+17.5%0.058%
2/14/2025GeoWealth Management LLC9,229$387K0.0%-14.0%0.013%
2/13/2025NewEdge Advisors LLC48,236$2.02M0.0%+27.2%0.069%
2/13/2025Regal Investment Advisors LLC33,116$1.39M0.1%+14.9%0.047%
(Data available from 1/1/2016 forward)

XYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XYLD shares?

During the previous two years, 275 institutional investors and hedge funds held shares of Global X S&P 500 Covered Call ETF. The most heavily invested institutionals were LPL Financial LLC ($149.73M), Bank of America Corp DE ($118.68M), Raymond James Financial Inc. ($64.35M), UBS Group AG ($50.54M), OVERSEA CHINESE BANKING Corp Ltd ($47.90M), Raymond James Financial Services Advisors Inc. ($40.50M), and Ameriprise Financial Inc. ($34.86M).Learn more on XYLD's institutional investors.

Which institutional investors have been buying Global X S&P 500 Covered Call ETF stock?

Of the 261 institutional investors that purchased Global X S&P 500 Covered Call ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($11.47M), LPL Financial LLC ($1.80M), Raymond James Financial Inc. ($1.54M), OVERSEA CHINESE BANKING Corp Ltd ($1.23M), International Assets Investment Management LLC ($523.85K), Global X Japan Co. Ltd. ($465.20K), and One Capital Management LLC ($449.71K).

How much institutional buying is happening at Global X S&P 500 Covered Call ETF?

Institutional investors have bought a total of 26,821,536 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

Which Global X S&P 500 Covered Call ETF major shareholders have been selling company stock?

Of the 120 institutional investors that sold Global X S&P 500 Covered Call ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kovack Advisors Inc. ($1.06M), Pasadena Private Wealth LLC ($666.09K), Centaurus Financial Inc. ($272.61K), Raymond James Financial Services Advisors Inc. ($266.72K), Blue Chip Partners LLC ($214.62K), Richard P Slaughter Associates Inc ($204.58K), and Iron Horse Wealth Management LLC ($173.33K).

How much institutional selling is happening at Global X S&P 500 Covered Call ETF?

Institutional investors have sold a total of 5,023,184 shares in the last 24 months. This volume of shares sold represents approximately $200.74M in transactions.



This page (NYSEARCA:XYLD) was last updated on 5/3/2025 by MarketBeat.com Staff
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