Patten & Patten »

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

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

Historical chart of Patten & Patten 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 Patten & Patten 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 Patten & Patten

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 6.0k 39.26
2025-06-30 $250k 6.4k 38.94

More positions owned by Patten & Patten

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Global Tech Etf (IXN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Smurfit Westrock SHS (SW)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Progressive Corporation (PGR)
Visa Com Cl A (V)
Raytheon Technologies Corp (RTX)
Wal-Mart Stores (WMT)
Costco Wholesale Corporation (COST)
TJX Companies (TJX)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Patten & Patten

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

Morgan Stanley
LPL Financial
Sumitomo Life Insurance
Ameriprise Financial
Nissay Asset Management Corp
Raymond James Financial
UBS Group
Advisor Group Holdings
Global X Japan
Wells Fargo & Company
Brookstone Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
TCG Advisory Services

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