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

Global X S&P 500 Covered Call ETF logo
$37.71 -0.79 (-2.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD)

Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$759.03M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$45.23M
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XYLD Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Opal Wealth Advisors LLC700$28K0.0%N/A0.001%
4/16/2025Southland Equity Partners LLC5,129$203K0.0%N/A0.007%
4/16/2025Wealth Enhancement Advisory Services LLC43,675$1.73M0.0%+11.3%0.056%
4/16/2025Bensler 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%
3/17/2025Wealth 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%
3/4/2025Comprehensive 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%
2/18/2025Western Wealth Management LLC64,027$2.68M0.8%+12.6%0.091%
2/18/2025Sunbelt 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%
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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%
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%
2/13/2025Belpointe Asset Management LLC102,808$4.25M0.3%+2.6%0.147%
2/13/2025CreativeOne Wealth LLC78,994$3.31M0.1%-7.2%0.113%
2/13/2025Mariner LLC49,686$2.08M0.0%+23.3%0.071%
2/13/2025Rockefeller Capital Management L.P.55,296$2.32M0.0%+6.4%0.079%
2/13/2025NFP Retirement Inc.8,353$350K0.0%-14.8%0.012%
2/13/2025Scotia Capital Inc.5,945$249K0.0%N/A0.008%
2/13/2025ELCO Management Co. LLC58,800$2.46M1.3%-3.1%0.084%
2/13/2025Advisory Services Network LLC46,659$1.96M0.0%-7.6%0.067%
2/13/2025Renaissance Technologies LLC81,070$3.40M0.0%-34.7%0.116%
2/13/2025Cerity Partners LLC7,131$299K0.0%N/A0.010%
2/13/2025Envestnet Asset Management Inc.593,634$24.87M0.0%+3.2%0.848%
2/13/2025Perennial Investment Advisors LLC20,765$870K0.1%-25.8%0.030%
2/13/2025Wells Fargo & Company MN730,569$30.61M0.0%+13.5%1.043%
2/12/2025National Bank of Canada FI7,045$295K0.0%+38.5%0.010%
2/12/2025Prevail Innovative Wealth Advisors LLC109,585$4.59M1.3%N/A0.156%
2/12/2025Brown Brothers Harriman & Co.1,696$71K0.0%N/A0.002%
2/12/2025RiverFront Investment Group LLC133,108$5.58M0.1%+7.3%0.190%
2/12/2025Blair William & Co. IL16,881$707K0.0%+4.5%0.024%
2/12/2025JPMorgan Chase & Co.8,809$369K0.0%-33.0%0.013%
2/12/2025Ausdal Financial Partners Inc.15,121$634K0.1%+5.2%0.022%
2/12/2025TrueMark Investments LLC10,729$450K0.1%+99.9%0.015%
2/12/2025Murphy & Mullick Capital Management Corp1,360$59K0.1%N/A0.002%
2/12/2025PKS Advisory Services LLC10,591$444K0.1%N/A0.015%
2/11/2025LPL Financial LLC3,573,475$149.73M0.1%+11.2%5.102%
2/11/2025HUB Investment Partners LLC457,194$19.16M0.8%+29.7%0.653%
2/10/2025Thrivent Financial for Lutherans14,787$620K0.0%+6.1%0.021%
2/10/2025Envestnet Portfolio Solutions Inc.17,301$725K0.0%+64.5%0.025%
2/10/2025Commonwealth Equity Services LLC199,496$8.36M0.0%-5.9%0.285%
2/10/2025Madison Wealth Partners Inc31,244$1.31M0.4%+9.4%0.045%
2/10/2025Avantax Advisory Services Inc.132,405$5.55M0.0%+15.8%0.189%
2/7/2025Avantax Planning Partners Inc.55,695$2.33M0.1%-9.7%0.080%
2/7/2025Founders Financial Alliance LLC16,325$684K0.2%+7.7%0.023%
2/7/2025Independent Advisor Alliance138,498$5.80M0.1%N/A0.198%
2/7/2025PNC Financial Services Group Inc.1,780$75K0.0%+20.7%0.003%
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2/7/2025Beam Wealth Advisors Inc.45,842$1.92M0.6%+2.5%0.065%
2/6/2025One Capital Management LLC218,087$9.14M0.3%-0.2%0.311%
2/6/2025Raymond James Financial Inc.1,535,886$64.35M0.0%N/A2.193%
2/6/2025Proficio Capital Partners LLC414,835$17.38M0.2%+146.0%0.592%
2/6/2025Mainstream Capital Management LLC2,400$101K0.1%N/A0.003%
2/6/2025Steward Partners Investment Advisory LLC11,378$477K0.0%+110.6%0.016%
2/6/2025Detalus Advisors LLC7,978$334K0.1%+9.6%0.011%
2/6/2025SBI Securities Co. Ltd.59,127$2.48M0.1%N/A0.084%
2/5/2025Smartleaf Asset Management LLC1,463$61K0.0%N/A0.002%
2/5/2025Maia Wealth LLC8,180$345K0.1%N/A0.012%
(Data available from 1/1/2016 forward)

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XYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XYLD shares?

During the previous two years, 268 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), Raymond James Financial Services Advisors Inc. ($40.50M), Ameriprise Financial Inc. ($34.86M), and Wells Fargo & Company MN ($30.61M).Learn more on XYLD's institutional investors.

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

Of the 256 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), Pasadena Private Wealth LLC ($670.97K), International Assets Investment Management LLC ($523.85K), One Capital Management LLC ($449.71K), and Principal Securities Inc. ($380.98K).

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

Institutional investors have bought a total of 25,631,846 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

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

Of the 118 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 ($259.52K), Richard P Slaughter Associates Inc ($204.58K), and Iron Horse Wealth Management LLC ($171.82K).

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

Institutional investors have sold a total of 5,244,616 shares in the last 24 months. This volume of shares sold represents approximately $209.87M in transactions.


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This page (NYSEARCA:XYLD) was last updated on 4/16/2025 by MarketBeat.com Staff
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