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Global X S&p 500 Covered Call Etf etf shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X S&p 500 Covered Call Etf etf by Private Client Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 6.2k 39.26
2025-06-30 $236k 6.1k 38.94
2025-03-31 $232k 5.9k 39.49
2024-12-31 $231k 5.5k 41.90
2024-09-30 $227k 5.5k 41.50
2024-06-30 $204k 5.0k 40.43

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 100 Etf (OEF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Apple (AAPL)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Private Client Services

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