Global X S&P 500 Cove Call EXYLDETF
13F holders, Q3 2024 (September 30)226holders −4
18new positions
27sold out
2famous investors
$41.50avg. 13F price*
At the end of Q3 2024, 226 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, down 4 from Q2 2024. 18 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($161.5M), LPL Financial LLC ($133.4M) and Bank of America Corp. ($120.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.4M |
| Exits | 27 | $16.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,264,835 shares bought and 4,122,350 shares sold, net −1,857,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 226 holders
| Morgan Stanley | 0.01% | Add +10.3% | 3,892,516 | $161.5M |
| LPL Financial LLC | 0.06% | Add +3.6% | 3,213,625 | $133.4M |
| Bank of America Corp. | 0.01% | Add +18.3% | 2,901,399 | $120.4M |
| Nissay Asset Management Corp. /Japan | 0.43% | Reduce -63.4% | 1,652,108 | $68.6M |
| UBS Group AG | 0.01% | Add +7.4% | 1,076,050 | $44.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +5.0% | 1,051,469 | $43.6M |
| Ameriprise Financial Inc. | 0.01% | Add +7.3% | 917,898 | $38.1M |
| Brookstone Capital Management | 0.44% | Add +3.8% | 720,709 | $29.9M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 643,510 | $26.7M |
| Royal Bank of Canada | 0.01% | Reduce -26.6% | 577,565 | $24.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.9% | 575,340 | $23.9M |
| Raymond James & Associates | 0.01% | Add +9.8% | 411,797 | $17.1M |
| Principal Securities, Inc. | 0.41% | Add +3.0% | 408,501 | $17.0M |
| Global X Japan Co., Ltd. | 2.00% | Add +35.0% | 376,181 | $15.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.1% | 360,485 | $15.0M |
| HUB Investment Partners, LLC | 0.64% | Add +13.7% | 352,374 | $14.6M |
| Cetera Investment Advisers | 0.03% | Reduce -7.3% | 324,615 | $13.5M |
| Caerus Investment Advisors, LLC | 12.59% | Add +14.9% | 320,034 | $13.3M |
| Hamilton Wealth, LLC | 2.58% | Reduce -24.4% | 253,982 | $10.5M |
| Private Advisor Group, LLC | 0.06% | Add +50.8% | 239,861 | $10.0M |
| One Capital Management, LLC | 0.29% | Reduce -1.5% | 218,535 | $9.1M |
| IHT Wealth Management, LLC | 0.25% | Reduce -3.0% | 216,574 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.2% | 215,124 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -17.4% | 212,042 | $8.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.8% | 191,650 | $8.0M |
| Good Life Advisors, LLC | 0.46% | Add +120.4% | 179,164 | $7.4M |
| Proficio Capital Partners LLC | 0.70% | Add +1322.1% | 168,665 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -4.2% | 156,432 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +5.0% | 145,174 | $6.0M |
| NFSG Corp | 2.02% | Add +30.5% | 138,819 | $5.8M |
| Juncture Wealth Strategies, LLC | 2.12% | Add +3.5% | 132,236 | $5.5M |
| Renaissance Technologies | 0.01% | Add +2.7% | 124,208 | $5.2M |
| RiverFront Investment Group, LLC | 0.12% | Add +2.5% | 124,084 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -3.7% | 118,110 | $4.9M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -29.5% | 114,311 | $4.7M |
| Independent Financial Group, LLC | 0.17% | Reduce -25.3% | 110,033 | $4.6M |
| Old Mission Capital LLC | 0.10% | Add +59.7% | 107,444 | $4.5M |
| Belpointe Asset Management LLC | 0.25% | Add +60.2% | 100,231 | $4.2M |
| Thrive Capital Management, LLC | 1.82% | Reduce -8.3% | 93,114 | $3.9M |
| StoneCrest Wealth Management, Inc. | 2.73% | Add +4.0% | 90,563 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +92.0% | 88,071 | $3.7M |
| CreativeOne Wealth, LLC | 0.12% | Add +12.2% | 85,116 | $3.5M |
| Wedbush Securities Inc. | 0.13% | Add +2.3% | 83,366 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +38.5% | 78,841 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.2% | 75,919 | $3.2M |
| Investment Partners Asset Management, Inc. | 2.57% | Add +1.0% | 75,673 | $3.1M |
| PFG Investments, LLC | 0.20% | Add +6.0% | 75,324 | $3.1M |
| NWF Advisory Services Inc. | 0.43% | Reduce -1.3% | 70,778 | $2.9M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -0.6% | 66,124 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.3% | 65,307 | $2.7M |
| Uniplan Investment Counsel, Inc. | 0.24% | Reduce -6.2% | 64,119 | $2.7M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -13.3% | 61,678 | $2.6M |
| ELCO Management Co., LLC | 1.36% | Reduce -2.3% | 60,700 | $2.5M |
| Western Wealth Management, LLC | 0.13% | New | 56,865 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.3% | 56,196 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -14.9% | 55,906 | $2.3M |
| Flaharty Asset Management, LLC | 0.31% | Reduce -30.7% | 52,517 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.8% | 51,987 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +2.0% | 49,652 | $2.1M |
| Institute for Wealth Management, LLC. | 0.26% | Reduce -3.7% | 49,634 | $2.1M |
| Advisory Services Network, LLC | 0.04% | No change | 50,481 | $2.0M |
| Bangor Savings Bank | 0.18% | Add +2.2% | 44,927 | $1.9M |
| Beam Wealth Advisors, Inc. | 0.56% | Reduce -0.1% | 44,718 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -11.9% | 42,193 | $1.8M |
| Mariner, LLC | 0.00% | Add +15.5% | 40,312 | $1.7M |
| MAS Advisors LLC | 3.50% | Add +0.0% | 39,581 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +4.1% | 37,910 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | No change | 37,254 | $1.5M |
| Armstrong Advisory Group, Inc. | 0.12% | Add +6.5% | 36,204 | $1.5M |
| HBW Advisory Services LLC | 0.21% | Reduce -21.2% | 34,837 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +14.5% | 34,579 | $1.4M |
| Montchanin Asset Management, LLC | 1.29% | Add +3.1% | 33,440 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +16.3% | 31,755 | $1.3M |
| Castle Rock Wealth Management, LLC | 0.31% | Reduce -10.3% | 30,879 | $1.3M |
| 1900 Wealth Management LLC | 0.11% | Reduce -25.4% | 30,793 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -9.0% | 30,718 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 28,991 | $1.2M |
| Verus Capital Partners, LLC | 0.12% | Add +4.8% | 28,863 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Reduce -2.9% | 28,812 | $1.2M |
| Kaizen Financial Strategies | 0.69% | Add +4.5% | 28,711 | $1.2M |
| Madison Wealth Partners, Inc | 0.35% | Add +10.6% | 28,557 | $1.2M |
| Perennial Investment Advisors, LLC | 0.15% | Add +5.0% | 27,997 | $1.2M |
| Blue Chip Partners, LLC | 0.10% | Add +3.4% | 27,765 | $1.2M |
| Comerica Bank | 0.00% | No change | 27,057 | $1.1M |
| Berger Financial Group, Inc | 0.08% | Add +0.1% | 26,631 | $1.1M |
| McAdam, LLC | 0.06% | Reduce -5.2% | 25,818 | $1.1M |
| WJ Wealth Management, LLC | 0.37% | Add +13.7% | 25,626 | $1.1M |
| Pin Oak Investment Advisors Inc. | 0.93% | Add +44536.4% | 24,550 | $1.0M |
| Pasadena Private Wealth, LLC | 0.21% | Reduce -8.4% | 23,327 | $968K |
| Choreo, LLC | 0.01% | Reduce -19.3% | 21,750 | $898K |
| Baker Avenue Asset Management, LP | 0.03% | Add +25.6% | 21,310 | $884K |
| Joseph P. Lucia & Associates, LLC | 0.40% | Add +1.2% | 21,105 | $876K |
| Centaurus Financial, Inc. | 0.06% | Reduce -54.2% | 20,956 | $870K |
| Procyon Advisors, LLC | 0.06% | No change | 20,000 | $830K |
| Bank of Montreal | 0.00% | No change | 18,951 | $785K |
| Bensler, LLC | 0.10% | Reduce -17.8% | 18,347 | $761K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 18,298 | $759K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.7% | 17,829 | $748K |
| Foundations Investment Advisors, LLC | 0.02% | Add +28.7% | 17,747 | $736K |
| Iron Horse Wealth Management, LLC | 0.24% | Add +9.3% | 17,234 | $715K |
"% 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.