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
Q3 		$13.4M Sell
323,100
-2,728
-0.8% -$113K 0.02% 514
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 		$5.2M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Baird Financial Group's XYLD Position: Q3 2026 in Review

Baird Financial Group reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.84% in Q3 2026, selling an estimated $113K and leaving 323,100 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #514.

Baird Financial Group first reported a position in XYLD in Q1 2022 and has held it in 19 quarters since. The position peaked at $14.1M in Q4 2025. 224 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • Baird Financial Group held 323,100 shares of Global X S&P 500 Covered Call ETF worth $13.4M as of Q3 2026.
  • Baird Financial Group sold 2,728 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $113K.
  • Global X S&P 500 Covered Call ETF made up 0.02% of Baird Financial Group's portfolio in Q3 2026, its #514 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 19 quarters since.
  • Baird Financial Group's Global X S&P 500 Covered Call ETF position peaked at $14.1M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.