Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

Global X S&P 500 Covered Call ETF logo
$39.01 +0.06 (+0.15%)
Closing price 04:10 PM Eastern
Extended Trading
$39.01 0.00 (-0.01%)
As of 07:37 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
202
Total
Institutional Inflows
(last 12 months)
$867.02M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$115.58M
Get XYLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Global X S&P 500 Covered Call ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XYLD Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans15,538$605K0.0%N/A0.020%
8/19/2025 Newbridge Financial Services Group Inc.174,770$6.81M1.1%-21.1%0.220%
8/19/2025 Advisory Services Network LLC64,347$2.50M0.0%+20.4%0.081%
8/18/2025 Tactive Advisors LLC14,228$554K0.2%N/A0.018%
8/15/2025 Blue Chip Partners LLC29,209$1.14M0.1%+1.4%0.037%
8/15/2025 Prevail Innovative Wealth Advisors LLC120,406$4.69M1.1%+3.8%0.152%
8/15/2025 Two Sigma Securities LLC7,054$275K0.0%N/A0.009%
8/15/2025 MML Investors Services LLC60,824$2.37M0.0%+35.4%0.077%
8/15/2025 Great Valley Advisor Group Inc.6,143$239K0.0%+18.0%0.008%
8/15/2025 EP Wealth Advisors LLC2,575$100K0.0%N/A0.003%
8/15/2025 Bank of America Corp DE2,457,801$95.71M0.0%-27.8%3.095%
8/15/2025 Ameriprise Financial Inc.1,463,572$57.01M0.0%+14.4%1.843%
8/14/2025 MGB Wealth Management LLC659$26K0.0%N/A0.001%
8/14/2025 Ausdal Financial Partners Inc.23,486$915K0.1%+30.3%0.030%
8/14/2025 Raymond James Financial Inc.1,351,802$52.64M0.0%-8.6%1.703%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.153,576$5.97M0.0%+21.9%0.193%
8/14/2025 Objective Capital Management LLC9,686$377K0.4%N/A0.012%
8/14/2025 HUB Investment Partners LLC529,454$20.62M0.7%-1.8%0.667%
8/14/2025 Qube Research & Technologies Ltd892$35K0.0%-25.0%0.001%
8/13/2025 StoneX Group Inc.8,153$317K0.0%+47.4%0.010%
8/13/2025 Baird Financial Group Inc.332,473$12.95M0.0%+75.5%0.419%
8/13/2025 Beacon Pointe Advisors LLC15,406$600K0.0%-8.7%0.019%
8/13/2025 Solutions 4 Wealth Ltd8,774$342K0.6%+3.0%0.011%
8/13/2025 VestGen Advisors LLC8,674$338K0.0%N/A0.011%
8/13/2025 Lido Advisors LLC30,424$1.19M0.0%-6.5%0.038%
8/13/2025 Quadrature Capital Ltd49,639$1.93M0.0%-82.4%0.063%
8/13/2025 Scotia Capital Inc.6,697$261K0.0%-10.3%0.008%
8/13/2025 Northwestern Mutual Wealth Management Co.79,828$3.11M0.0%-4.1%0.101%
8/13/2025 Garner Asset Management Corp47,853$1.86M0.9%+3.6%0.060%
8/13/2025 Choreo LLC18,006$701K0.0%-14.3%0.023%
8/12/2025 J.W. Cole Advisors Inc.185,702$7.23M0.2%+3,414.4%0.234%
8/12/2025 Armor Investment Advisors LLC7,007$273K0.1%-8.9%0.009%
8/12/2025 RiverFront Investment Group LLC131,972$5.14M0.1%+3.3%0.166%
8/12/2025 Steward Partners Investment Advisory LLC18,729$729K0.0%-13.9%0.024%
8/12/2025 CreativeOne Wealth LLC87,771$3.42M0.1%+17.2%0.111%
8/12/2025 AlphaCore Capital LLC774$30K0.0%-87.9%0.001%
8/12/2025 JPMorgan Chase & Co.10,783$420K0.0%+185.0%0.014%
8/12/2025 NFP Retirement Inc.13,786$537K0.0%-18.8%0.017%
8/12/2025 PKS Advisory Services LLC13,023$507K0.1%+4.5%0.016%
8/11/2025 Perennial Investment Advisors LLC16,407$639K0.1%-22.2%0.021%
Capital Gains Tax Strategies for Seniors (Ad)

Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.tc pixel

Click here to see the three strategies and get matched with a financial advisor today.
8/11/2025 Beta Wealth Group Inc.116,929$4.55M1.7%+348.4%0.146%
8/8/2025 Rockefeller Capital Management L.P.92,594$3.61M0.0%-11.4%0.116%
8/8/2025 Citizens Financial Group Inc. RI6,492$253K0.0%N/A0.008%
8/8/2025 Collaborative Wealth Managment Inc.10,431$406K0.2%N/A0.013%
8/8/2025 Avantax Advisory Services Inc.186,782$7.27M0.0%+31.3%0.234%
8/8/2025 Cetera Investment Advisers340,230$13.25M0.0%+5.5%0.426%
8/8/2025 Foundations Investment Advisors LLC26,315$1.03M0.0%+3.0%0.033%
8/8/2025 Good Life Advisors LLC125,197$4.88M0.3%+3.4%0.157%
8/8/2025 Kaizen Financial Strategies36,017$1.40M0.7%-14.7%0.045%
8/8/2025 Advyzon Investment Management LLC10,755$419K0.1%+14.1%0.013%
8/7/2025 Verus Capital Partners LLC50,016$1.95M0.2%+39.3%0.063%
8/7/2025 Allworth Financial LP6,845$267K0.0%+10.0%0.009%
8/5/2025 Bank of Montreal Can19,417$756K0.0%+4.0%0.024%
8/5/2025 GHP Investment Advisors Inc.864$34K0.0%N/A0.001%
8/5/2025 Beam Wealth Advisors Inc.44,341$1.73M0.5%-0.6%0.056%
8/5/2025 Lifeworks Advisors LLC7,048$274K0.0%-26.7%0.009%
8/4/2025 AlphaStar Capital Management LLC31,090$1.21M0.1%+46.1%0.039%
8/4/2025 Kovack Advisors Inc.14,386$560K0.1%+5.0%0.018%
8/4/2025 Mesirow Financial Investment Management Inc.10,916$425K0.0%-18.5%0.014%
8/4/2025 Horizon Wealth Management LLC9,487$369K0.1%+50.7%0.012%
8/4/2025 ELCO Management Co. LLC58,200$2.27M1.2%-0.7%0.073%
8/1/2025 Y Intercept Hong Kong Ltd10,337$403K0.0%N/A0.013%
8/1/2025 Transcend Capital Advisors LLC6,255$244K0.0%N/A0.008%
8/1/2025 Ashton Thomas Private Wealth LLC6,707$261K0.0%N/A0.008%
8/1/2025 OVERSEA CHINESE BANKING Corp Ltd33,961$1.32M0.0%+10.6%0.043%
8/1/2025 Envestnet Asset Management Inc.625,045$24.34M0.0%+7.7%0.783%
7/31/2025 Wealthfront Advisers LLC29,778$1.16M0.0%+22.7%0.037%
7/31/2025 Focus Partners Advisor Solutions LLC8,447$329K0.0%-35.0%0.011%
7/30/2025 First Citizens Bank & Trust Co.9,248$360K0.0%+5.8%0.012%
7/30/2025 Brookstone Capital Management822,531$32.03M0.4%+5.1%1.030%
7/30/2025 D.A. Davidson & CO.17,143$668K0.0%-15.5%0.021%
7/30/2025 IMG Wealth Management Inc.2,640$103K0.1%+89.0%0.003%
7/29/2025 Madison Wealth Partners Inc34,633$1.35M0.3%+2.5%0.043%
7/29/2025 Forvis Mazars Wealth Advisors LLC6,425$250K0.0%N/A0.008%
7/29/2025 Sims Investment Management LLC361,559$14.08M5.7%+4.1%0.453%
7/29/2025 Joseph P. Lucia & Associates LLC18,355$715K0.3%-4.3%0.023%
7/29/2025 International Assets Investment Management LLC69,458$2.71M0.1%+43.2%0.087%
7/29/2025 Stratos Wealth Partners LTD.74,643$2.91M0.0%+285.6%0.093%
7/29/2025 Private Trust Co. NA9,769$380K0.0%-54.1%0.012%
7/28/2025 Patten & Patten Inc. TN6,430$250K0.0%N/A0.008%
7/25/2025 Atria Wealth Solutions Inc.52,037$2.03M0.0%-31.5%0.065%
7/25/2025 Envestnet Portfolio Solutions Inc.18,813$733K0.0%+3.1%0.024%
7/25/2025 CWM LLC5,866$228K0.0%+38.5%0.007%
7/25/2025 Concurrent Investment Advisors LLC81,800$3.19M0.1%-2.4%0.102%
7/24/2025 Comprehensive Money Management Services LLC13,043$508K0.4%-16.0%0.016%
7/24/2025 IFP Advisors Inc5,664$221K0.0%+30.1%0.007%
7/24/2025 Blair William & Co. IL16,927$659K0.0%-3.3%0.021%
7/23/2025 Castle Rock Wealth Management LLC28,771$1.12M0.3%-14.8%0.037%
7/23/2025 Sax Wealth Advisors LLC9,170$357K0.0%N/A0.012%
7/23/2025 TriaGen Wealth Management LLC6,517$254K0.1%+15.5%0.008%
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad)

For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026. If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest.tc pixel

Click here to get your free advisor matches and start planning your legacy today.
7/22/2025 Belpointe Asset Management LLC46,734$1.82M0.1%-67.9%0.060%
7/22/2025 MAS Advisors LLC14,552$567K0.9%+4.1%0.019%
7/22/2025 Iron Horse Wealth Management LLC14,974$583K0.2%-4.6%0.019%
7/22/2025 Wealthcare Advisory Partners LLC11,717$456K0.0%+79.4%0.015%
7/22/2025 Berger Financial Group Inc25,286$985K0.1%-2.2%0.032%
7/21/2025 Ameritas Advisory Services LLC57,773$2.25M0.1%-10.4%0.074%
7/21/2025 1900 Wealth Management LLC26,936$1.05M0.1%-3.7%0.034%
7/18/2025 PFG Investments LLC83,627$3.26M0.2%+13.7%0.107%
7/18/2025 Institute for Wealth Management LLC.46,937$1.83M0.2%-1.8%0.060%
7/18/2025 Truist Financial Corp12,261$477K0.0%-23.4%0.016%
(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, 288 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 ($145.21M), Bank of America Corp DE ($95.71M), Ameriprise Financial Inc. ($57.01M), Raymond James Financial Inc. ($52.64M), UBS Group AG ($50.54M), Raymond James Financial Services Advisors Inc. ($40.50M), and Global X Japan Co. Ltd. ($32.74M).Learn more on Global X S&P 500 Covered Call ETF's institutional investors.

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

Of the 263 institutional investors that purchased Global X S&P 500 Covered Call ETF's 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), Raymond James Financial Inc. ($1.54M), OVERSEA CHINESE BANKING Corp Ltd ($1.19M), LPL Financial LLC ($1.17M), Ameriprise Financial Inc. ($631.78K), Global X Japan Co. Ltd. ($596.36K), and International Assets Investment Management LLC ($544.82K).

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

Institutional investors have bought a total of 21,004,982 shares in the last 24 months. This purchase volume represents approximately $867.02M in transactions.

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

Of the 101 institutional investors that sold Global X S&P 500 Covered Call ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($1.02M), Centaurus Financial Inc. ($272.61K), Quadrature Capital Ltd ($233.04K), Raymond James Financial Inc. ($184.08K), Independent Advisor Alliance ($129.63K), WJ Wealth Management LLC ($111.48K), and Belpointe Asset Management LLC ($98.88K).

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

Institutional investors have sold a total of 2,908,039 shares in the last 24 months. This volume of shares sold represents approximately $115.58M in transactions.


Related Companies

This page (NYSEARCA:XYLD) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Amazon’s big Bitcoin embarrassment
Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. Whi...
Brownstone Research | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
Is This Stock the 'Next Nvidia'?
'AI Bottleneck' Now Threatens Entire Magnificent 7 A new critical failure has appeared in the AI market, an...
Altimetry | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel