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

Global X S&P 500 Covered Call ETF logo
$42.06 +0.27 (+0.65%)
As of 01/3/2025 05:39 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$196.52M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$126.70M
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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
12/26/2024JPMorgan Chase & Co.13,152$546K0.0%+1,078.5%0.019%
12/13/2024B. Riley Wealth Advisors Inc.13,220$547K0.0%-54.1%0.019%
12/9/2024Copley Financial Group Inc.988$41K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC9,209$382K0.0%N/A0.013%
11/25/2024Sanctuary Advisors LLC17,829$748K0.0%+1.7%0.025%
11/18/2024Arete Wealth Advisors LLC13,896$576K0.0%+3.0%0.020%
11/18/2024Sunbelt Securities Inc.5,564$231K0.0%+9.0%0.008%
11/15/2024MML Investors Services LLC34,579$1.44M0.0%+14.5%0.049%
11/15/2024Montchanin Asset Management LLC33,440$1.39M1.3%+3.1%0.048%
11/15/2024National Bank of Canada FI5,088$211K0.0%-27.8%0.007%
11/15/2024Jane Street Group LLC88,071$3.66M0.0%+92.0%0.126%
11/15/2024Weaver Consulting Group7,254$301K0.1%-3.8%0.010%
11/15/2024Stifel Financial Corp156,432$6.49M0.0%-4.1%0.223%
11/15/2024B&L Asset Management LLC5,425$225K0.1%N/A0.008%
11/14/2024Rockefeller Capital Management L.P.51,987$2.16M0.0%+0.8%0.074%
11/14/2024Pin Oak Investment Advisors Inc.24,550$1.02M0.9%+44,536.4%0.035%
11/14/2024Providence Capital Advisors LLC930$39K0.0%-42.9%0.001%
11/14/2024CreativeOne Wealth LLC85,116$3.53M0.1%+12.2%0.122%
11/13/2024FMR LLC684$28K0.0%-47.7%0.001%
11/13/2024D.A. Davidson & CO.16,463$683K0.0%-39.2%0.024%
11/12/2024Centaurus Financial Inc.20,956$870K0.1%-54.2%0.030%
11/12/2024Kingsview Wealth Management LLC12,062$501K0.0%-2.0%0.017%
11/12/2024Great Valley Advisor Group Inc.5,001$208K0.0%N/A0.007%
11/9/2024LPL Financial LLC3,213,625$133.37M0.1%+3.6%4.588%
11/7/2024Semus Wealth Partners LLC7,857$326K0.2%-15.4%0.011%
11/7/2024CAP Partners LLC14,398$598K0.4%-5.6%0.021%
11/7/2024Thrivent Financial for Lutherans13,938$578K0.0%N/A0.020%
11/6/2024Kovack Advisors Inc.14,241$591K0.1%-2.1%0.020%
11/5/2024Aptus Capital Advisors LLC13,349$554K0.0%-4.1%0.019%
11/5/2024Verus Capital Partners LLC28,863$1.20M0.1%+4.8%0.041%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd30,718$1.28M0.0%-9.0%0.044%
11/5/2024Nations Financial Group Inc. IA ADV16,023$665K0.0%-2.4%0.023%
11/4/2024Proffitt & Goodson Inc.3,167$131K0.0%-21.6%0.005%
11/4/20241900 Wealth Management LLC46,745$1.91M0.2%+13.2%0.067%
11/4/2024Baker Avenue Asset Management LP21,310$884K0.0%+25.6%0.030%
11/4/2024Sigma Planning Corp55,906$2.32M0.1%-14.9%0.080%
11/2/2024Mesirow Financial Investment Management Inc.12,713$528K0.0%+34.2%0.018%
11/1/2024Proficio Capital Partners LLC168,665$7M0.7%+1,322.1%0.241%
11/1/2024Bensler LLC18,347$761K0.1%-17.8%0.026%
10/31/2024Consolidated Planning Corp15,268$634K0.1%-6.5%0.022%
10/31/2024Advisors Management Group Inc. ADV9,917$412K0.1%+23.9%0.014%
10/31/2024Concurrent Investment Advisors LLC49,652$2.06M0.1%+2.0%0.071%
10/30/2024Armor Investment Advisors LLC9,382$389K0.2%-10.9%0.013%
10/29/2024Janney Montgomery Scott LLC56,196$2.33M0.0%+2.3%0.080%
10/28/2024Principal Securities Inc.408,501$16.95M0.4%+3.0%0.583%
10/24/2024Investment Partners Asset Management Inc.75,673$3.14M2.6%+1.0%0.108%
10/24/2024J.W. Cole Advisors Inc.145,174$6.03M0.3%+5.0%0.207%
10/24/2024Wealth Enhancement Advisory Services LLC28,991$1.20M0.0%+1.8%0.041%
10/24/2024Consolidated Portfolio Review Corp9,503$394K0.1%+46.9%0.014%
10/24/2024PFG Investments LLC75,324$3.13M0.2%+6.0%0.108%
10/23/2024Mirae Asset Global Investments Co. Ltd.118,110$4.89M0.0%-3.7%0.169%
10/22/2024McAdam LLC25,818$1.07M0.1%-5.2%0.037%
10/22/2024Iron Horse Wealth Management LLC17,234$715K0.2%+9.3%0.025%
10/22/2024Detalus Advisors LLC7,278$302K0.1%+41.6%0.010%
10/22/2024Global X Japan Co. Ltd.376,181$15.61M2.0%+35.0%0.537%
10/22/2024Private Advisor Group LLC239,861$9.95M0.1%+50.8%0.342%
10/21/2024Foundations Investment Advisors LLC17,747$736K0.0%+28.7%0.025%
10/21/2024Whittier Trust Co. of Nevada Inc.5,058$210K0.0%N/A0.007%
10/21/2024Trilogy Capital Inc.6,183$257K0.0%+19.5%0.009%
10/18/2024Raymond James & Associates411,797$17.09M0.0%+9.8%0.588%
10/18/2024First Citizens Bank & Trust Co.4,870$202K0.0%N/A0.007%
10/16/2024Good Life Advisors LLC179,164$7.44M0.5%+120.4%0.256%
10/11/2024ORG Partners LLC1,849$77K0.0%-37.3%0.003%
10/11/2024Armstrong Advisory Group Inc.36,204$1.50M0.1%+6.5%0.052%
10/10/2024Concourse Financial Group Securities Inc.984$41K0.0%-25.9%0.001%
10/10/2024Annex Advisory Services LLC10,026$416K0.0%N/A0.014%
10/9/2024Juncture Wealth Strategies LLC132,236$5.49M2.1%+3.5%0.189%
10/9/2024Castle Rock Wealth Management LLC30,879$1.28M0.3%-10.3%0.044%
10/9/2024San Luis Wealth Advisors LLC15,797$656K0.1%+128.2%0.023%
10/8/2024CWM LLC3,450$143K0.0%+12.2%0.005%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,841$201K0.0%N/A0.007%
10/8/2024StoneCrest Wealth Management Inc.90,563$3.76M2.7%+4.0%0.129%
10/8/2024Brookstone Capital Management720,709$29.91M0.4%+3.8%1.029%
10/8/2024Bangor Savings Bank44,927$1.86M0.2%+2.2%0.064%
10/8/2024City Center Advisors LLC15,605$648K0.7%+21.5%0.022%
10/4/2024HBW Advisory Services LLC34,837$1.45M0.2%-21.2%0.050%
10/3/2024Private Client Services LLC5,477$227K0.1%+8.6%0.008%
10/3/2024Park Avenue Securities LLC15,032$624K0.0%+10.6%0.021%
9/23/2024Centaurus Financial Inc.45,777$1.85M0.1%-84.4%0.065%
9/11/2024Newbridge Financial Services Group Inc.106,371$4.30M1.6%+85.1%0.152%
9/5/2024Sanctuary Advisors LLC17,529$701K0.0%N/A0.025%
8/28/2024RiverFront Investment Group LLC121,044$4.89M0.1%+20.9%0.173%
8/26/2024Founders Financial Alliance LLC13,936$563K0.2%+8.6%0.020%
8/22/2024Cetera Investment Advisers350,039$14.15M0.0%-8.0%0.500%
8/21/2024Truist Financial Corp22,630$915K0.0%+1.9%0.032%
8/19/2024B. Riley Wealth Advisors Inc.28,800$1.17M0.0%-22.1%0.041%
8/16/2024NewEdge Advisors LLC36,402$1.47M0.0%+22.4%0.052%
8/16/2024Northwestern Mutual Wealth Management Co.55,656$2.25M0.0%+4.1%0.079%
8/15/2024ELCO Management Co. LLC62,100$2.51M1.5%-0.8%0.089%
8/14/2024Providence Capital Advisors LLC1,630$66K0.0%-33.2%0.002%
8/14/2024Bank of Montreal Can18,951$766K0.0%-7.8%0.027%
8/14/20241832 Asset Management L.P.37,254$1.51M0.0%-5.4%0.053%
8/13/2024Kayne Anderson Rudnick Investment Management LLC47,893$1.94M0.0%+18.2%0.068%
8/12/2024Blair William & Co. IL12,461$504K0.0%+15.8%0.018%
8/10/2024Madison Wealth Partners Inc25,821$1.04M0.4%+20.0%0.037%
8/9/2024Renaissance Technologies LLC120,900$4.89M0.0%+31.0%0.173%
8/9/2024One Capital Management LLC221,811$8.97M0.3%N/A0.317%
8/8/2024J.W. Cole Advisors Inc.138,242$5.59M0.3%-9.6%0.197%
8/8/2024Envestnet Asset Management Inc.538,183$21.76M0.0%+33.8%0.768%
8/8/2024LPL Financial LLC3,103,006$125.46M0.1%+13.4%4.430%
(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, 233 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 ($133.37M), Bank of America Corp DE ($58.95M), UBS Group AG ($50.54M), Raymond James Financial Services Advisors Inc. ($40.50M), Brookstone Capital Management ($29.91M), Envestnet Asset Management Inc. ($21.76M), and Osaic Holdings Inc. ($19.19M).Learn more on XYLD's institutional investors.

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

Of the 217 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 ($1.61M), Pasadena Private Wealth LLC ($669.83K), Hamilton Wealth LLC ($479.22K), International Assets Investment Management LLC ($463.52K), One Capital Management LLC ($449.71K), Principal Securities Inc. ($376.29K), and Cetera Investment Advisers ($363.68K).

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

Institutional investors have bought a total of 12,178,466 shares in the last 24 months. This purchase volume represents approximately $488.69M in transactions.

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

Of the 111 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), Centaurus Financial Inc. ($272.61K), Richard P Slaughter Associates Inc ($204.58K), and Truadvice LLC ($194.08K).

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

Institutional investors have sold a total of 5,485,715 shares in the last 24 months. This volume of shares sold represents approximately $218.12M in transactions.



This page (NYSEARCA:XYLD) was last updated on 1/6/2025 by MarketBeat.com Staff
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