Global X S&P 500 Cove Call EXYLDETF
13F holders, Q2 2024 (June 30)230holders +7
34new positions
25sold out
2famous investors
$40.29avg. 13F price*
At the end of Q2 2024, 230 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, up 7 from Q1 2024. 34 opened new positions and 25 sold out. The largest holders were Nissay Asset Management Corp. /Japan ($182.6M), Morgan Stanley ($142.7M) and LPL Financial LLC ($125.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Global X S&P 500 Cove Call E
- CUSIP
- 37954Y475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $33.6M |
| Exits | 25 | $10.5M |
All 13F filers, Q1 2024 → Q2 2024: 2,971,580 shares bought and 1,442,781 shares sold, net +1,528,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| Nissay Asset Management Corp. /Japan | 1.21% | No change | 4,516,919 | $182.6M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 3,529,385 | $142.7M |
| LPL Financial LLC | 0.06% | Add +13.4% | 3,103,006 | $125.5M |
| Bank of America Corp. | 0.01% | Add +25.5% | 2,453,614 | $99.2M |
| UBS Group AG | 0.01% | Add +3.3% | 1,002,149 | $40.5M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +2.8% | 1,001,643 | $40.5M |
| Ameriprise Financial Inc. | 0.01% | Add +9.5% | 855,026 | $34.6M |
| Royal Bank of Canada | 0.01% | Add +9.4% | 786,725 | $31.8M |
| Brookstone Capital Management | 0.47% | Reduce -4.1% | 694,124 | $28.4M |
| Wells Fargo & Company | 0.01% | Reduce -33.3% | 630,042 | $25.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.8% | 538,183 | $21.8M |
| Osaic Holdings, Inc. | 0.04% | Reduce -14.8% | 400,754 | $16.2M |
| Principal Securities, Inc. | 0.44% | Add +3.9% | 396,746 | $16.0M |
| Raymond James & Associates | 0.01% | Add +3.6% | 375,177 | $15.2M |
| Cetera Investment Advisers | 0.03% | Reduce -8.0% | 350,039 | $14.2M |
| Hamilton Wealth, LLC | 3.65% | New | 335,716 | $13.6M |
| HUB Investment Partners, LLC | 0.60% | Add +106.0% | 309,987 | $12.5M |
| Global X Japan Co., Ltd. | 1.60% | Add +14.0% | 278,702 | $11.3M |
| Caerus Investment Advisors, LLC | 11.01% | Reduce -0.5% | 278,501 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +31.2% | 256,877 | $10.4M |
| Old Second National Bank of Aurora | 2.32% | Reduce -18.5% | 224,147 | $9.1M |
| IHT Wealth Management, LLC | 0.34% | Reduce -3.1% | 223,301 | $9.0M |
| One Capital Management, LLC | 0.31% | New | 221,811 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +53.0% | 208,458 | $8.4M |
| Baird Financial Group, Inc. | 0.02% | Add +2.3% | 193,119 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +25.9% | 163,202 | $6.6M |
| Avantax Advisory Services, Inc. | 0.05% | Add +10.1% | 162,189 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Add +306.0% | 159,074 | $6.4M |
| Independent Financial Group, LLC | 0.24% | Reduce -1.3% | 147,307 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.26% | Reduce -9.6% | 138,242 | $5.6M |
| Juncture Wealth Strategies, LLC | 2.16% | Add +6.1% | 127,768 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -27.4% | 122,610 | $5.0M |
| RiverFront Investment Group, LLC | 0.13% | Add +20.9% | 121,044 | $4.9M |
| Renaissance Technologies | 0.01% | Add +31.0% | 120,900 | $4.9M |
| NFSG Corp | 1.60% | Add +85.1% | 106,371 | $4.3M |
| Thrive Capital Management, LLC | 1.88% | New | 101,558 | $4.1M |
| StoneCrest Wealth Management, Inc. | 2.69% | Reduce -5.3% | 87,041 | $3.5M |
| Wedbush Securities Inc. | 0.12% | Add +25.4% | 81,475 | $3.3M |
| Good Life Advisors, LLC | 0.27% | Add +19.6% | 81,290 | $3.3M |
| River Street Advisors LLC | 2.01% | Reduce -24.0% | 80,012 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -8.2% | 77,612 | $3.2M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -19.2% | 75,850 | $3.1M |
| Flaharty Asset Management, LLC | 0.45% | Reduce -5.6% | 75,735 | $3.1M |
| Investment Partners Asset Management, Inc. | 2.70% | Reduce -1.7% | 74,955 | $3.0M |
| NWF Advisory Services Inc. | 0.46% | Reduce -0.3% | 71,672 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | No change | 71,142 | $2.9M |
| PFG Investments, LLC | 0.21% | Reduce -3.6% | 71,035 | $2.9M |
| Uniplan Investment Counsel, Inc. | 0.26% | Reduce -1.6% | 68,373 | $2.8M |
| Old Mission Capital LLC | 0.07% | Add +264.1% | 67,266 | $2.7M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -12.0% | 66,503 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +1.7% | 65,689 | $2.7M |
| Belpointe Asset Management LLC | 0.18% | Add +2.9% | 62,569 | $2.5M |
| ELCO Management Co., LLC | 1.46% | Reduce -0.8% | 62,100 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 56,931 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.1% | 55,656 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -61.9% | 54,920 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.8% | 51,598 | $2.1M |
| Institute for Wealth Management, LLC. | 0.28% | Reduce -1.6% | 51,554 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +4.8% | 50,481 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +9.8% | 48,685 | $2.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +18.2% | 47,893 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 45,864 | $1.9M |
| Centaurus Financial, Inc. | 0.12% | Reduce -84.4% | 45,777 | $1.9M |
| Beam Wealth Advisors, Inc. | 0.60% | Reduce -11.2% | 44,768 | $1.8M |
| HBW Advisory Services LLC | 0.30% | Reduce -2.1% | 44,227 | $1.8M |
| Bangor Savings Bank | 0.18% | No change | 43,942 | $1.8M |
| 1900 Wealth Management LLC | 0.16% | Reduce -11.7% | 41,297 | $1.7M |
| MAS Advisors LLC | 3.81% | Add +0.3% | 39,574 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Reduce -5.4% | 37,254 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.1% | 37,078 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +22.4% | 36,402 | $1.5M |
| Mariner, LLC | 0.00% | Add +2.6% | 34,889 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.35% | Reduce -25.2% | 34,425 | $1.4M |
| Armstrong Advisory Group, Inc. | 0.12% | Add +85.0% | 33,980 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -25.4% | 33,757 | $1.4M |
| Montchanin Asset Management, LLC | 1.25% | No change | 32,440 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +7.8% | 30,203 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Add +0.4% | 29,669 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -22.1% | 28,800 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.3% | 28,488 | $1.2M |
| Verus Capital Partners, LLC | 0.12% | Add +5.7% | 27,553 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +14.1% | 27,303 | $1.1M |
| Kaizen Financial Strategies | 0.69% | Add +23.5% | 27,484 | $1.1M |
| McAdam, LLC | 0.07% | Add +0.8% | 27,244 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +45.6% | 27,064 | $1.1M |
| Comerica Bank | 0.00% | Reduce -2.5% | 27,057 | $1.1M |
| Choreo, LLC | 0.02% | Add +0.2% | 26,943 | $1.1M |
| Blue Chip Partners, LLC | 0.10% | Add +11.7% | 26,852 | $1.1M |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -0.8% | 26,675 | $1.1M |
| Berger Financial Group, Inc | 0.09% | Reduce -16.7% | 26,613 | $1.1M |
| Madison Wealth Partners, Inc | 0.36% | Add +20.0% | 25,821 | $1.0M |
| Pasadena Private Wealth, LLC | 0.24% | Add +2.6% | 25,464 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 22,630 | $915K |
| WJ Wealth Management, LLC | 0.33% | New | 22,547 | $912K |
| Bensler, LLC | 0.12% | Add +2.8% | 22,331 | $903K |
| Joseph P. Lucia & Associates, LLC | 0.43% | Reduce -0.6% | 20,858 | $843K |
| Lido Advisors, LLC | 0.01% | Add +43.8% | 20,588 | $838K |
| Procyon Advisors, LLC | 0.06% | No change | 20,000 | $809K |
| First Foundation Advisors | 0.03% | Reduce -19.9% | 19,580 | $792K |
| Bank of Montreal | 0.00% | Reduce -7.8% | 18,951 | $766K |
"% of holder's portfolio" is XYLD's weight in each manager's 13F, not the share of Global X S&P 500 Cove Call E the manager owns.