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

0100200300 Q1 2024: 223Q1 2024Q2 2024: 230Q2 2024Q3 2024: 226Q3 2024Q4 2024: 257Q4 2024Q1 2025: 259Q1 2025Q2 2025: 254Q2 2025Q3 2025: 260Q3 2025Q4 2025: 281Q4 2025Q1 2026: 272Q1 2026Q2 2026: 276Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions33$20.9M
Exits16$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
Joseph P. Lucia & Associates, LLC 0.38% Reduce -3.2% 20,439 $856K
Stratos Wealth Partners, LTD. 0.01% Reduce -36.5% 20,180 $846K
Procyon Advisors, LLC 0.05% No change 20,000 $838K
Bank of Montreal 0.00% Reduce -0.3% 18,886 $791K
MAS Advisors LLC 1.29% Reduce -53.5% 18,384 $770K
AlphaStar Capital Management, LLC 0.08% New 18,220 $763K
San Luis Wealth Advisors LLC 0.14% Add +10.7% 17,492 $733K
Envestnet Portfolio Solutions, Inc. 0.00% Add +64.5% 17,301 $725K
Iron Horse Wealth Management, LLC 0.24% Reduce -0.1% 17,210 $721K
Park Avenue Securities LLC 0.01% Add +13.8% 17,109 $717K
Bensler, LLC 0.09% Reduce -7.0% 17,068 $715K
Blair William & Co. 0.00% Add +4.5% 16,881 $707K
Private Trust Co. NA 0.07% Add +6.4% 16,726 $701K
Nations Financial Group Inc, /Ia/ 0.05% Add +3.7% 16,623 $697K
Founders Financial Alliance, LLC 0.19% Add +7.7% 16,325 $684K
City Center Advisors, LLC 0.76% Add +2.9% 16,057 $673K
Comprehensive Money Management Services LLC 0.55% — 15,796 $662K
Redwood Financial Network Corp 0.49% Reduce -0.0% 15,588 $653K
Kovack Advisors, Inc. 0.06% Add +7.0% 15,243 $639K
Ausdal Financial Partners, Inc. 0.05% Add +5.2% 15,121 $634K
Kingswood Wealth Advisors, LLC 0.05% Add +5.9% 14,867 $623K
Thrivent Financial for Lutherans 0.00% Add +6.1% 14,787 $620K
Curtis Advisory Group, LLC 0.16% Add +25.0% 14,661 $614K
Equitable Holdings, Inc. 0.01% Reduce -0.8% 14,586 $611K
Beacon Pointe Advisors, LLC 0.01% New 14,349 $601K
Wolverine Trading, LLC 0.01% New 14,050 $589K
Arete Wealth Advisors, LLC 0.04% Add +0.6% 13,981 $586K
Annex Advisory Services, LLC 0.02% Add +36.1% 13,642 $572K
CAP Partners, LLC 0.40% Reduce -5.6% 13,594 $570K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -2.9% 12,837 $553K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.3% 12,881 $540K
Aptus Capital Advisors, LLC 0.01% Reduce -3.7% 12,853 $539K
Focus Partners Advisor Solutions, LLC 0.01% New 12,490 $523K
Golden State Wealth Management, LLC 0.08% — 12,419 $520K
Note Advisors, LLC 0.44% — 11,916 $499K
Snowden Capital Advisors LLC 0.02% Add +4.6% 11,430 $492K
Howard Wealth Management, LLC 0.26% Add +7.2% 11,663 $489K
Corient Private Wealth LP 0.00% Reduce -0.3% 11,611 $486K
Herold Advisors, Inc. 0.11% No change 11,598 $486K
Sanctuary Advisors, LLC 0.00% Reduce -36.2% 11,368 $483K
Steward Partners Investment Advisory, LLC 0.00% Add +110.6% 11,378 $477K
Ashford Capital Management Inc. 0.05% Reduce -31.3% 11,000 $461K
Manchester Financial Inc. 0.10% Reduce -0.9% 10,876 $456K
Truist Financial Corp. 0.00% Reduce -29.3% 10,828 $454K
TrueMark Investments, LLC 0.14% Add +99.9% 10,729 $450K
PKS Advisory Services, LLC 0.11% — 10,591 $444K
Chicago Partners Investment Group LLC 0.01% New 10,452 $441K
Sigma Planning Corp 0.01% Reduce -82.3% 9,898 $415K
Lifeworks Advisors, LLC 0.07% No change 9,610 $403K
Stonebridge Capital Advisors LLC 0.03% New 9,383 $393K
Y-Intercept (Hong Kong) Ltd 0.03% New 9,320 $391K
World Investment Advisors 0.01% Add +0.2% 9,230 $387K
GeoWealth Management, LLC 0.01% Reduce -14.0% 9,229 $387K
Salomon & Ludwin, LLC 0.04% No change 9,221 $386K
Brady Martz Wealth Solutions, LLC 0.09% — 9,160 $384K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.4% 9,051 $379K
JPMorgan Chase & Co. 0.00% Reduce -33.0% 8,809 $369K
Kestra Private Wealth Services, LLC 0.01% Add +8.7% 8,792 $368K
Armor Investment Advisors, LLC 0.15% Reduce -6.4% 8,779 $368K
Atlantic Private Wealth, LLC 0.26% No change 8,354 $350K
Wealthspire Retirement, LLC 0.03% Reduce -14.8% 8,353 $350K
Maia Wealth LLC 0.07% New 8,180 $345K
PSI Advisors, LLC 0.10% Reduce -5.7% 8,187 $343K
Solutions 4 Wealth, Ltd 0.62% Add +9.7% 8,125 $340K
Detalus Advisors, LLC 0.11% Add +9.6% 7,978 $334K
First Citizens Bank & Trust Co. 0.01% Add +63.4% 7,958 $333K
First Heartland Consultants, Inc. 0.03% Add +28.3% 7,901 $331K
Arax Advisory Partners 0.02% Add +3.2% 7,623 $319K
Advyzon Investment Management, LLC 0.12% — 7,550 $316K
Sandbox Financial Partners, LLC 0.11% Reduce -1.4% 7,530 $315K
Weaver Consulting Group 0.09% No change 7,254 $304K
Millennium Management 0.00% New 7,235 $303K
Oppenheimer & Co. Inc. 0.00% New 7,187 $301K
Cerity Partners LLC 0.00% New 7,131 $299K
First Foundation Advisors 0.01% No change 7,055 $296K
Milestone Asset Management, LLC 0.07% Reduce -21.4% 7,045 $295K
National Bank of Canada 0.00% Add +38.5% 7,045 $295K
CPC Advisors, LLC 0.04% Reduce -53.9% 7,036 $295K
Trilogy Capital Inc. 0.01% Add +12.4% 6,952 $291K
Clearstead Advisors, LLC 0.00% No change 6,934 $291K
Wealthcare Advisory Partners LLC 0.01% Add +7.1% 6,474 $271K
Semus Wealth Partners LLC 0.18% Reduce -19.0% 6,362 $267K
Mutual Advisors, LLC 0.01% New 6,265 $266K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +25.9% 6,096 $255K
Scotia Capital Inc. 0.00% New 5,945 $249K
Kingsview Wealth Management, LLC 0.00% Reduce -51.9% 5,797 $243K
TriaGen Wealth Management LLC 0.08% No change 5,644 $236K
KCM Investment Advisors LLC 0.01% No change 5,533 $232K
Private Client Services, LLC 0.12% Add +0.6% 5,512 $231K
McCarter Private Wealth Services LLC 0.14% No change 5,425 $227K
Quartz Partners, LLC 0.14% No change 5,360 $225K
Great Valley Advisor Group, Inc. 0.00% Add +1.8% 5,092 $213K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,058 $212K
Westbourne Investments, Inc. 0.12% — 5,030 $211K
Compound Planning, Inc. 0.01% New 5,016 $210K
Eq LLC 0.10% New 4,972 $208K
Ferguson Shapiro LLC 0.07% New 4,823 $202K
Fifth Third Bancorp 0.00% Add +182.2% 4,679 $196K
FMR LLC 0.00% Add +576.8% 4,629 $194K
Tidemark, LLC 0.07% Add +0.9% 4,140 $173K
IFP Advisors, Inc 0.01% Add +10.1% 4,075 $171K
Cwm, LLC 0.00% Add +16.2% 4,010 $168K
Sunbelt Securities, Inc. 0.01% Reduce -30.1% 3,892 $163K
MeadowBrook Investment Advisors LLC 0.13% Reduce -10.6% 3,536 $148K
Proffitt & Goodson Inc. 0.02% Add +4.5% 3,308 $139K
Robinswood Financial LLC 0.05% New 3,149 $132K
Allworth Financial LP 0.00% Reduce -2.4% 2,572 $109K
Mainstream Capital Management LLC 0.07% New 2,400 $101K
AE Wealth Management LLC 0.00% New 2,366 $99K
Caitlin John, LLC 0.06% Add +0.1% 2,235 $94K
TD Waterhouse Canada Inc. 0.00% Add +48.3% 2,150 $90K
ORG Partners LLC 0.01% Reduce -1.0% 1,831 $77K
PNC Financial Services Group, Inc. 0.00% Add +20.7% 1,780 $75K
US Bancorp \de 0.00% Add +122.7% 1,715 $72K
Brown Brothers Harriman & Co. 0.00% New 1,696 $71K
Cape Investment Advisory, Inc. 0.03% Add +731.5% 1,663 $70K
AlphaMark Advisors, LLC 0.03% Reduce -15.8% 1,575 $66K
Smartleaf Asset Management LLC 0.01% New 1,463 $61K
Murphy & Mullick Capital Management Corp 0.05% — 1,360 $59K
CIBC Private Wealth Group LLC 0.00% Add +1.9% 1,374 $58K
Simplex Trading, LLC 0.00% New 1,353 $56K
Global Retirement Partners, LLC 0.00% Add +6.9% 1,086 $45K
Horizon Financial Services, LLC 0.02% No change 1,000 $42K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -7.4% 949 $40K
MAI Capital Management 0.00% New 897 $38K
Citigroup Inc. 0.00% Add +9.3% 874 $37K
Spire Wealth Management 0.00% Add +112.3% 849 $36K
Concourse Financial Group Securities, Inc. 0.00% Reduce -18.7% 800 $34K
Medallion Wealth Advisors, LLC 0.01% — 700 $29K
Painted Porch Advisors LLC 0.01% No change 600 $25K
GPS Wealth Strategies Group, LLC 0.00% Add +277.8% 510 $21K
Angeles Wealth Management, LLC 0.00% New 500 $21K
Webster Bank, N. A. 0.00% No change 486 $20K
IMG Wealth Management, Inc. 0.02% — 463 $19K
EPG Wealth Management LLC 0.01% No change 460 $19K
Raleigh Capital Management Inc. 0.01% Add +9.8% 450 $19K
Castleview Partners, LLC 0.01% No change 412 $17K
Bartlett & Co. Wealth Management LLC 0.00% No change 313 $13K
CoreCap Advisors, LLC 0.00% Reduce -1.3% 300 $13K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $13K
MPWM Advisory Solutions, LLC 0.01% — 250 $10K
Stephens Consulting, LLC 0.00% New 229 $10K
NewSquare Capital LLC 0.00% No change 200 $8K
Beacon Capital Management, LLC 0.00% No change 200 $8K
Synergy Asset Management, LLC 0.00% New 170 $7K
Manchester Capital Management LLC 0.00% Reduce -15.4% 143 $6K
Biltmore Family Office, LLC 0.00% New 125 $5K
AdvisorNet Financial, Inc 0.00% Add +6.7% 128 $5K
Parkworth Wealth Management, Inc. 0.00% — 102 $4K
Parallel Advisors, LLC 0.00% New 67 $3K
Assetmark, Inc. 0.00% New 45 $2K
TD Private Client Wealth LLC 0.00% No change 42 $2K
Albion Financial Group 0.00% No change 24 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 19 $797
Capital Investment Advisory Services, LLC 0.00% Reduce -99.9% 7 $293
Crewe Advisors LLC 0.00% No change 5 $219
Larson Financial Group LLC 0.00% Reduce -99.3% 1 $40

"% 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.