Global X S&P 500 Cove Call EXYLDETF
13F holders, Q4 2024 (December 31)257holders +31
33new positions
16sold out
2famous investors
$41.99avg. 13F price*
At the end of Q4 2024, 257 institutions reported holding Global X S&P 500 Cove Call E (XYLD) in their 13F filings, up 31 from Q3 2024. 33 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($178.2M), LPL Financial LLC ($149.7M) and Bank of America Corp. ($118.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $20.9M |
| Exits | 16 | $14.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,692,972 shares bought and 884,027 shares sold, net +1,808,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Morgan Stanley | 0.01% | Add +9.3% | 4,252,499 | $178.2M |
| LPL Financial LLC | 0.06% | Add +11.2% | 3,573,475 | $149.7M |
| Bank of America Corp. | 0.01% | Reduce -2.4% | 2,832,410 | $118.7M |
| Nissay Asset Management Corp. /Japan | 0.44% | No change | 1,652,108 | $71.6M |
| Raymond James Financial Inc. | 0.02% | — | 1,535,886 | $64.4M |
| UBS Group AG | 0.01% | Add +1.8% | 1,095,278 | $45.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.4% | 831,797 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +13.5% | 730,569 | $30.6M |
| Brookstone Capital Management | 0.43% | Reduce -1.8% | 707,786 | $29.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 593,634 | $24.9M |
| Royal Bank of Canada | 0.01% | Add +1.3% | 584,968 | $24.5M |
| Hamilton Wealth, LLC | 5.71% | Add +121.3% | 562,125 | $23.6M |
| HUB Investment Partners, LLC | 0.81% | Add +29.8% | 457,194 | $19.2M |
| Proficio Capital Partners LLC | 1.41% | Add +145.9% | 414,835 | $17.4M |
| Principal Securities, Inc. | 0.39% | Add +1.1% | 413,191 | $17.3M |
| Global X Japan Co., Ltd. | 2.05% | Add +4.3% | 392,323 | $16.4M |
| Osaic Holdings, Inc. | 0.04% | Add +4.3% | 376,042 | $15.8M |
| Cetera Investment Advisers | 0.03% | Add +0.3% | 325,493 | $13.6M |
| Caerus Investment Advisors, LLC | 12.79% | Add +1.5% | 324,883 | $13.6M |
| Private Advisor Group, LLC | 0.07% | Add +15.3% | 276,470 | $11.6M |
| Sims Investment Management, LLC | 6.46% | — | 272,689 | $11.4M |
| WJ Wealth Management, LLC | 3.29% | Add +791.1% | 228,351 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.3% | 220,040 | $9.2M |
| One Capital Management, LLC | 0.30% | Reduce -0.2% | 218,087 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.9% | 199,496 | $8.4M |
| IHT Wealth Management, LLC | 0.26% | Reduce -9.9% | 195,162 | $8.2M |
| Baird Financial Group, Inc. | 0.02% | Add +0.1% | 191,871 | $8.0M |
| NFSG Corp | 1.68% | Add +12.3% | 155,868 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 153,951 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +4.8% | 152,172 | $6.4M |
| Juncture Wealth Strategies, LLC | 2.32% | Add +12.6% | 148,893 | $6.2M |
| Independent Advisor Alliance | 0.08% | New | 138,498 | $5.8M |
| RiverFront Investment Group, LLC | 0.13% | Add +7.3% | 133,108 | $5.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +15.8% | 132,405 | $5.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | No change | 118,110 | $5.0M |
| Prevail Innovative Wealth Advisors, LLC | 1.33% | New | 109,585 | $4.6M |
| Thrive Capital Management, LLC | 2.08% | Add +16.4% | 108,414 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +34.4% | 105,987 | $4.4M |
| Belpointe Asset Management LLC | 0.26% | Add +2.6% | 102,808 | $4.2M |
| Good Life Advisors, LLC | 0.29% | Reduce -46.2% | 96,385 | $4.0M |
| Independent Financial Group, LLC | 0.13% | Reduce -12.6% | 96,179 | $4.0M |
| StoneCrest Wealth Management, Inc. | 2.63% | Add +6.0% | 96,017 | $4.0M |
| Compass Financial Services Inc | 2.27% | — | 95,690 | $4.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +112.2% | 89,537 | $3.7M |
| Wedbush Securities Inc. | 0.12% | Reduce -1.6% | 82,051 | $3.4M |
| Renaissance Technologies | 0.01% | Reduce -34.7% | 81,070 | $3.4M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -7.2% | 78,994 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.1% | 78,445 | $3.3M |
| Investment Partners Asset Management, Inc. | 2.55% | Add +2.4% | 77,516 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -1.6% | 74,678 | $3.2M |
| PFG Investments, LLC | 0.18% | Reduce -6.5% | 70,394 | $2.9M |
| Uniplan Investment Counsel, Inc. | 0.26% | Add +1.8% | 65,292 | $2.7M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -2.3% | 64,612 | $2.7M |
| Western Wealth Management, LLC | 0.14% | Add +12.6% | 64,027 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.0% | 61,800 | $2.6M |
| International Assets Investment Management, LLC | 0.21% | New | 60,331 | $2.5M |
| SBI Securities Co., Ltd. | 0.08% | — | 59,127 | $2.5M |
| ELCO Management Co., LLC | 1.29% | Reduce -3.1% | 58,800 | $2.5M |
| Littlejohn Financial Services, Inc. | 2.13% | — | 56,719 | $2.4M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -9.7% | 55,695 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.4% | 55,296 | $2.3M |
| Mariner, LLC | 0.00% | Add +23.3% | 49,686 | $2.1M |
| Flaharty Asset Management, LLC | 0.30% | Reduce -6.0% | 49,380 | $2.1M |
| Institute for Wealth Management, LLC. | 0.26% | Reduce -2.0% | 48,658 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +27.2% | 48,236 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -3.7% | 47,832 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -7.6% | 46,659 | $2.0M |
| Beam Wealth Advisors, Inc. | 0.61% | Add +2.5% | 45,842 | $1.9M |
| Bangor Savings Bank | 0.17% | Reduce -5.3% | 42,562 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +17.5% | 40,627 | $1.7M |
| Winnacle Wealth LLC | 1.65% | — | 39,754 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.3% | 39,232 | $1.6M |
| Armstrong Advisory Group, Inc. | 0.12% | Add +2.9% | 37,240 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Reduce -0.5% | 37,078 | $1.6M |
| Castle Rock Wealth Management, LLC | 0.33% | Add +5.4% | 32,542 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +14.9% | 33,116 | $1.4M |
| HBW Advisory Services LLC | 0.14% | Reduce -7.0% | 32,386 | $1.4M |
| Verus Capital Partners, LLC | 0.13% | Add +11.2% | 32,100 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +75.4% | 32,097 | $1.3M |
| Madison Wealth Partners, Inc | 0.37% | Add +9.4% | 31,244 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 30,718 | $1.3M |
| Newport Capital Group, LLC | 0.93% | New | 30,147 | $1.3M |
| Kaizen Financial Strategies | 0.70% | Add +2.9% | 29,532 | $1.2M |
| 1900 Wealth Management LLC | 0.10% | Reduce -5.2% | 29,185 | $1.2M |
| Advisors Management Group Inc. | 0.28% | Add +187.4% | 28,500 | $1.2M |
| Comerica Bank | 0.00% | Add +1.9% | 27,557 | $1.2M |
| Blue Chip Partners, LLC | 0.10% | Reduce -2.3% | 27,127 | $1.1M |
| Montchanin Asset Management, LLC | 1.10% | Reduce -20.0% | 26,740 | $1.1M |
| Berger Financial Group, Inc | 0.08% | Reduce -0.7% | 26,450 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +220083.3% | 26,422 | $1.1M |
| McAdam, LLC | 0.06% | Add +2.2% | 26,375 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +46.7% | 23,932 | $1.0M |
| Pasadena Private Wealth, LLC | 0.21% | Add +4.9% | 24,460 | $1.0M |
| Pin Oak Investment Advisors Inc. | 0.93% | No change | 24,550 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +29.6% | 22,993 | $963K |
| Wealthfront Advisers LLC | 0.00% | Add +56.8% | 21,882 | $917K |
| D.A. Davidson & Co. | 0.01% | Add +31.6% | 21,663 | $908K |
| Choreo, LLC | 0.01% | Reduce -3.5% | 20,991 | $905K |
| Baker Avenue Asset Management, LP | 0.03% | Add +0.3% | 21,375 | $896K |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -25.8% | 20,765 | $870K |
"% 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.