Global X S&P 500 Collar 95-1XCLRETF

13F holders, Q2 2026 (June 30)
6holders +4
4new positions
0sold out
$27.51avg. 13F price*

At the end of Q2 2026, 6 institutions reported holding Global X S&P 500 Collar 95-1 (XCLR) in their 13F filings, up 4 from Q1 2026. 4 opened new positions and 0 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($823K), Old Mission Capital LLC ($339K) and Susquehanna International Group, LLP ($310K).

Company
Global X S&P 500 Collar 95-1
CUSIP
37960A305
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 6Q4 2025Q1 2026: 2Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$650K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 23,609 shares bought and 12,253 shares sold, net +11,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Kingswood Wealth Advisors, LLC 0.03% Reduce -19.6% 29,910 $823K
Old Mission Capital LLC 0.01% New 12,313 $339K
Susquehanna International Group, LLP 0.00% New 11,275 $310K
Envestnet Asset Management Inc. 0.00% Reduce -35.6% 8,919 $245K
IFP Advisors, Inc 0.00% New 20 $550
Morgan Stanley 0.00% New 1 $37

"% of holder's portfolio" is XCLR's weight in each manager's 13F, not the share of Global X S&P 500 Collar 95-1 the manager owns.