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

$40.30
+0.04 (+0.10%)
(As of 10:21 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$267.61M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$151.11M
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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
5/8/2024Semus Wealth Partners LLC10,688$436K0.4%-4.8%0.015%
5/7/2024Verus Capital Partners LLC26,060$1.06M0.1%+6.1%0.037%
5/7/2024Chilton Capital Management LLC619$25K0.0%N/A0.001%
5/7/2024Concurrent Investment Advisors LLC44,343$1.81M0.1%-21.2%0.063%
5/7/2024Significant Wealth Partners LLC15,375$627K0.4%-57.0%0.022%
5/7/2024 Howard Wealth Management LLC6,208$253K0.2%N/A0.009%
5/6/2024 Envestnet Portfolio Solutions Inc.7,524$307K0.0%+22.5%0.011%
5/6/2024 OLD Second National Bank of Aurora275,143$11.22M2.9%+0.3%0.393%
5/4/2024 Joseph P. Lucia & Associates LLC20,982$856K0.5%-6.3%0.030%
5/3/2024 Proficio Capital Partners LLC11,860$484K0.1%N/A0.017%
5/2/2024 RiverFront Investment Group LLC100,114$4.08M0.1%-1.7%0.143%
5/2/2024 Consolidated Planning Corp17,293$705K0.1%-12.9%0.025%
5/2/2024 Choreo LLC26,884$1.10M0.0%-2.6%0.038%
5/1/2024 Janney Montgomery Scott LLC144,302$5.89M0.0%+5.8%0.205%
5/1/2024 Mirae Asset Global Investments Co. Ltd.168,879$6.89M0.0%+19.0%0.240%
4/30/2024 Private Advisor Group LLC39,185$1.60M0.0%+8.8%0.056%
4/30/2024 Consolidated Portfolio Review Corp5,285$216K0.1%N/A0.008%
4/30/2024 J.W. Cole Advisors Inc.152,939$6.24M0.3%-0.4%0.217%
4/30/2024 Beam Wealth Advisors Inc.50,421$2.06M1.2%+8.4%0.072%
4/30/2024 Madison Wealth Partners Inc21,514$878K0.3%+15.5%0.031%
4/29/2024Commonwealth Equity Services LLC195,855$7.99M0.0%+4.4%0.278%
4/26/2024 Mesirow Financial Investment Management Inc.9,358$382K0.0%N/A0.013%
4/25/2024 Capital Investment Advisory Services LLC4,487$183K0.0%+221.6%0.006%
4/25/2024 Armor Investment Advisors LLC14,862$606K0.3%-16.4%0.021%
4/25/2024 Eudaimonia Partners LLC14,301$583K0.1%-12.4%0.020%
4/25/2024 Eudaimonia Advisors LLC11,406$465K0.2%-7.3%0.016%
4/24/2024 1900 Wealth Management LLC46,745$1.91M0.2%-4.6%0.066%
4/24/2024 Newbridge Financial Services Group Inc.57,453$2.34M1.0%+98.5%0.082%
4/23/2024 Milestone Asset Management LLC8,990$367K0.1%-16.8%0.013%
4/23/2024 Nations Financial Group Inc. IA ADV15,863$647K0.1%+18.5%0.023%
4/23/2024 McAdam LLC27,030$1.10M0.1%+1.9%0.038%
4/23/2024 Accurate Wealth Management LLC5,713$227K0.1%+4.9%0.008%
4/23/2024 Raymond James Financial Services Advisors Inc.974,217$39.74M0.1%-2.6%1.385%
4/23/2024 StoneCrest Wealth Management Inc.91,914$3.75M3.2%+10.7%0.131%
4/22/2024 PFG Investments LLC73,680$3.01M0.2%+206.6%0.105%
4/22/2024 Raymond James & Associates362,206$14.77M0.0%+19.0%0.515%
4/18/2024 CAP Partners LLC16,498$673K0.6%-9.6%0.023%
4/18/2024 Caerus Investment Advisors LLC279,883$11.42M11.0%-0.8%0.398%
4/17/2024 River Street Advisors LLC105,327$4.30M2.9%-1.8%0.150%
4/17/2024 Iron Horse Wealth Management LLC16,584$676K0.3%-28.1%0.024%
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4/16/2024 Weaver Consulting Group8,904$363K0.1%-6.8%0.013%
4/16/2024 Atlantic Union Bankshares Corp16,770$684K0.1%-27.2%0.024%
4/16/2024 Vanguard Capital Wealth Advisors4,992$204K0.1%N/A0.007%
4/16/2024 Pasadena Private Wealth LLC24,809$1.01M0.2%-22.1%0.035%
4/16/2024 Wealth Enhancement Advisory Services LLC24,913$1.02M0.0%+1.5%0.035%
4/15/2024 Investment Partners Asset Management Inc.76,234$3.11M2.8%-0.5%0.108%
4/15/2024 Sandbox Financial Partners LLC7,007$286K0.1%N/A0.010%
4/15/2024 Wealthcare Advisory Partners LLC6,605$269K0.0%N/A0.009%
4/15/2024 Brookstone Capital Management724,105$29.54M0.5%+0.5%1.010%
4/11/2024 Bangor Savings Bank43,942$1.79M0.2%+7.5%0.061%
4/10/2024 Park Avenue Securities LLC9,778$399K0.0%N/A0.014%
4/9/2024 Richard P Slaughter Associates Inc7,059$288K0.1%-96.7%0.010%
4/5/2024 Juncture Wealth Strategies LLC120,429$4.91M2.1%+13.0%0.168%
3/22/2024PNC Financial Services Group Inc.925$36K0.0%N/A0.001%
3/15/2024B. Riley Wealth Advisors Inc.40,791$1.62M0.0%+10.3%0.057%
2/26/2024Centaurus Financial Inc.719,447$28.38M2.2%+15.4%1.003%
2/17/2024 Madison Wealth Partners Inc18,632$735K0.3%N/A0.026%
2/15/2024OLD Mission Capital LLC202,499$7.99M0.1%+213.5%0.282%
2/15/2024Comerica Bank28,109$1.11M0.0%-10.7%0.039%
2/14/2024Garner Asset Management Corp2,500$100K0.0%N/A0.003%
2/14/2024XML Financial LLC92,559$3.65M0.4%-28.9%0.129%
2/14/2024Core Wealth Advisors Inc.2,510$99K0.0%+39.1%0.003%
2/13/20241832 Asset Management L.P.39,960$1.58M0.0%+79.3%0.056%
2/13/2024Belpointe Asset Management LLC107,707$4.25M0.4%-6.6%0.150%
2/13/2024Cornerstone Advisory LLC7,000$276K0.0%N/A0.010%
2/12/2024Stifel Financial Corp125,026$4.93M0.0%-4.7%0.174%
2/12/2024 CAP Partners LLC18,259$720K0.7%N/A0.025%
2/12/2024Cape Investment Advisory Inc.2,002$79K0.0%+901.0%0.003%
2/9/2024 Nations Financial Group Inc. IA ADV13,390$528K0.0%+5.1%0.019%
2/9/2024Founders Financial Alliance LLC11,358$448K0.2%+12.6%0.016%
2/9/2024 Advisory Services Network LLC24,048$948K0.0%+14.1%0.034%
2/9/2024 Avantax Planning Partners Inc.75,008$2.96M0.1%N/A0.105%
2/9/2024 Cambridge Investment Research Advisors Inc.136,077$5.37M0.0%+14.3%0.190%
2/9/2024CreativeOne Wealth LLC64,726$2.55M0.2%-3.5%0.090%
2/9/2024D.A. Davidson & CO.16,684$658K0.0%+47.9%0.023%
2/9/2024Wells Fargo & Company MN443,317$17.48M0.0%-24.5%0.618%
2/9/2024UBS Group AG1,281,476$50.54M0.0%+5.9%1.787%
2/8/2024Independent Advisor Alliance7,298$288K0.0%+12.2%0.010%
2/8/2024 Financial Advocates Investment Management9,634$380K0.0%-67.2%0.013%
2/8/2024Kingsview Wealth Management LLC11,629$459K0.0%+7.5%0.016%
2/8/2024Beacon Pointe Advisors LLC11,472$452K0.0%-5.0%0.016%
2/8/2024 Eudaimonia Partners LLC16,331$644K0.2%-27.2%0.023%
2/8/2024 Janney Montgomery Scott LLC136,384$5.38M0.0%+5.7%0.190%
2/8/2024MAS Advisors LLC33,881$1.34M1.7%-1.7%0.047%
2/7/2024Avantax Advisory Services Inc.95,959$3.79M0.0%+218.5%0.134%
2/7/2024 Envestnet Portfolio Solutions Inc.6,140$242K0.0%-24.4%0.009%
2/7/2024One Capital Management LLC214,799$8.47M0.3%-5.7%0.299%
2/7/2024 Berger Financial Group Inc33,087$1.31M0.1%-10.4%0.046%
2/7/2024Principal Securities Inc.364,533$14.38M0.5%N/A0.508%
2/6/2024 Private Advisor Group LLC36,030$1.42M0.0%-57.7%0.050%
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2/6/2024 MeadowBrook Investment Advisors LLC4,881$193K0.2%N/A0.007%
2/6/2024 Spire Wealth Management3,197$128K0.0%+14.3%0.004%
2/6/2024National Bank of Canada FI7,465$294K0.0%+8.7%0.010%
2/6/2024TCG Advisory Services LLC120,036$4.73M0.3%+49.7%0.167%
2/6/2024Axxcess Wealth Management LLC6,231$246K0.0%+5.0%0.009%
2/6/2024 Sapient Capital LLC14,935$593K0.0%N/A0.021%
2/6/2024 Solutions 4 Wealth Ltd6,856$270K0.9%N/A0.010%
2/6/2024 Great Valley Advisor Group Inc.5,466$216K0.0%-38.5%0.008%
2/5/2024 Kestra Private Wealth Services LLC6,342$250K0.0%+12.3%0.009%
2/5/2024 Choreo LLC27,612$1.09M0.0%-14.9%0.038%
(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, 231 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 ($92.00M), Bank of America Corp DE ($58.95M), UBS Group AG ($50.54M), Raymond James Financial Services Advisors Inc. ($39.74M), Brookstone Capital Management ($29.54M), Centaurus Financial Inc. ($28.38M), and Osaic Holdings Inc. ($20.19M).Learn more on XYLD's institutional investors.

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

Of the 215 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: LPL Financial LLC ($1.36M), Bank of America Corp DE ($716.21K), Pasadena Private Wealth LLC ($697.25K), Centaurus Financial Inc. ($486.83K), Hamilton Wealth LLC ($486.02K), UBS Group AG ($468.09K), and International Assets Investment Management LLC ($456.79K).

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

Institutional investors have bought a total of 13,063,281 shares in the last 24 months. This purchase volume represents approximately $535.93M in transactions.

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

Of the 108 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 ($672.45K), Blue Chip Partners LLC ($414.78K), Raymond James Financial Services Advisors Inc. ($341.13K), Iron Horse Wealth Management LLC ($276.15K), Truadvice LLC ($206.44K), and Richard P Slaughter Associates Inc ($204.58K).

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

Institutional investors have sold a total of 5,830,944 shares in the last 24 months. This volume of shares sold represents approximately $232.87M in transactions.


This page (NYSEARCA:XYLD) was last updated on 5/8/2024 by MarketBeat.com Staff

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