Creative Planning »

Global X S&p 500 Covered Call Etf etf shares owned by Creative Planning

Quarter-by-quarter ownership of Global X S&p 500 Covered Call Etf etf (XYLD) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Global X S&p 500 Covered Call Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Global X S&p 500 Covered Call Etf etf held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X S&p 500 Covered Call Etf etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $546k 13k 40.79
2026-03-31 $317k 8.1k 39.13
2025-12-31 $347k 8.5k 40.63
2023-06-30 $697k 17k 41.05
2022-03-31 $252k 5.1k 49.48
2021-12-31 $210k 4.2k 50.51

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Global X S&p 500 Covered Call Etf etf

Morgan Stanley
LPL Financial
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Global X Japan
Advisor Group Holdings
Wells Fargo & Company
HighTower Advisors
UBS Group
Brookstone Capital Management
Proficio Capital Partners
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial

View all funds holding Global X S&p 500 Covered Call Etf etf