Global X S&P 500 Covc & GRWXYLGETF
13F holders, Q1 2025 (March 31)25holders +3
7new positions
4sold out
$27.31avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding Global X S&P 500 Covc & GRW (XYLG) in their 13F filings, up 3 from Q4 2024. 7 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($4.4M), LPL Financial LLC ($3.1M) and Independent Financial Group, LLC ($858K).
- Company
- Global X S&P 500 Covc & GRW
- CUSIP
- 37954Y277
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.6M |
| Exits | 4 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 94,432 shares bought and 238,200 shares sold, net −143,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Bank of America Corp. | 0.00% | Reduce -32.7% | 167,771 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -7.5% | 115,606 | $3.1M |
| Independent Financial Group, LLC | 0.03% | Add +31.4% | 32,418 | $858K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.9% | 29,686 | $785K |
| Napa Wealth Management | 0.29% | New | 19,178 | $507K |
| Envestnet Asset Management Inc. | 0.00% | New | 18,959 | $502K |
| Cetera Investment Advisers | 0.00% | Add +36.9% | 17,981 | $476K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.5% | 17,801 | $471K |
| Whipplewood Advisors, LLC | 0.27% | New | 53 | $462K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.1% | 16,348 | $433K |
| Mutual Advisors, LLC | 0.01% | New | 16,400 | $422K |
| Jane Street Group, LLC | 0.00% | New | 13,128 | $347K |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 13,111 | $347K |
| Farther Finance Advisors, LLC | 0.01% | New | 12,151 | $322K |
| Royal Bank of Canada | 0.00% | Add +5.0% | 11,296 | $299K |
| Comprehensive Money Management Services LLC | 0.21% | No change | 9,740 | $258K |
| Osaic Holdings, Inc. | 0.00% | Reduce -90.8% | 6,507 | $172K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.4% | 4,283 | $113K |
| IFP Advisors, Inc | 0.00% | Add +24.1% | 2,650 | $70K |
| Principal Securities, Inc. | 0.00% | No change | 2,327 | $65K |
| Lanark Financial, Inc. | 0.00% | — | 1,480 | $39K |
| Private Trust Co. NA | 0.00% | No change | 500 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 317 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +20.0% | 204 | $5K |
| Morgan Stanley | 0.00% | New | 2 | $56 |
"% of holder's portfolio" is XYLG's weight in each manager's 13F, not the share of Global X S&P 500 Covc & GRW the manager owns.