Baird Financial Group
XYLD icon

Baird Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Baird Financial Group’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3M Buy
325,828
+7,748
+2% +$312K 0.02% 522
2026
Q1 		$12.4M Sell
318,080
-27,790
-8% -$1.12M 0.02% 507
2025
Q4 		$14.1M Sell
345,870
-11,046
-3% -$442K 0.02% 459
2025
Q3 		$14M Buy
356,916
+24,443
+7% +$954K 0.02% 460
2025
Q2 		$12.9M Buy
332,473
+143,052
+76% +$5.48M 0.02% 467
2025
Q1 		$7.48M Sell
189,421
-2,450
-1% -$102K 0.01% 566
2024
Q4 		$8.04M Buy
191,871
+221
+0.1% +$9.27K 0.02% 565
2024
Q3 		$7.95M Sell
191,650
-1,469
-0.8% -$59.8K 0.02% 567
2024
Q2 		$7.81M Buy
193,119
+4,375
+2% +$176K 0.02% 550
2024
Q1 		$7.7M Buy
188,744
+22,467
+14% +$900K 0.02% 542
2023
Q4 		$6.56M Sell
166,277
-3,289
-2% -$128K 0.01% 580
2023
Q3 		$6.59M Buy
169,566
+8,728
+5% +$354K 0.02% 544
2023
Q2 		$6.6M Buy
160,838
+27,120
+20% +$1.1M 0.02% 541
2023
Q1 		$5.42M Buy
133,718
+1,503
+1% +$60.6K 0.01% 569
2022
Q4 		$5.21M Buy
132,215
+9,688
+8% +$385K 0.01% 572
2022
Q3 		$4.67M Buy
122,527
+90,483
+282% +$3.83M 0.01% 576
2022
Q2 		$1.37M Buy
32,044
+6,087
+23% +$278K ﹤0.01% 977
2022
Q1 		$1.28M Buy
+25,957
New +$1.27M ﹤0.01% 1045

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Baird Financial Group's XYLD Position: Q2 2026 in Review

Baird Financial Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.4% in Q2 2026, buying an estimated $312K and bringing the position to 325,828 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #522.

Baird Financial Group first reported a position in XYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.1M in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Baird Financial Group held 325,828 shares of Global X S&P 500 Covered Call ETF worth $13.3M as of Q2 2026.
  • Baird Financial Group bought 7,748 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $312K.
  • Global X S&P 500 Covered Call ETF made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #522 holding.
  • Baird Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 18 quarters since.
  • Baird Financial Group's Global X S&P 500 Covered Call ETF position peaked at $14.1M in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.