Bangor Savings Bank’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bangor Savings Bank’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	$1.45M	Buy	35,511 +2,465	+7%	+$99.4K	0.11%	80
2026 Q1	$1.29M	Hold	33,046	–	–	0.1%	82
2025 Q4	$1.34M	Hold	33,046	–	–	0.11%	84
2025 Q3	$1.3M	Hold	33,046	–	–	0.11%	89
2025 Q2	$1.29M	Sell	33,046 -9,516	-22%	-$365K	0.12%	89
2025 Q1	$1.68M	Hold	42,562	–	–	0.16%	68
2024 Q4	$1.78M	Sell	42,562 -2,365	-5%	-$99.2K	0.17%	68
2024 Q3	$1.86M	Buy	44,927 +985	+2%	+$40.1K	0.18%	68
2024 Q2	$1.78M	Hold	43,942	–	–	0.18%	74
2024 Q1	$1.79M	Buy	43,942 +3,080	+8%	+$123K	0.18%	74
2023 Q4	$1.61M	Hold	40,862	–	–	0.18%	81
2023 Q3	$1.59M	Hold	40,862	–	–	0.19%	75
2023 Q2	$1.68M	Buy	+40,862	New	+$1.66M	0.19%	74

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bangor Savings Bank's XYLD Position: Q2 2026 in Review

Bangor Savings Bank increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 7.5% in Q2 2026, buying an estimated $99.4K and bringing the position to 35,511 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #80.

Bangor Savings Bank first reported a position in XYLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q3 2024. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Bangor Savings Bank held 35,511 shares of Global X S&P 500 Covered Call ETF worth $1.45M as of Q2 2026.
Bangor Savings Bank bought 2,465 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $99.4K.
Global X S&P 500 Covered Call ETF made up 0.11% of Bangor Savings Bank's portfolio in Q2 2026, its #80 holding.
Bangor Savings Bank first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and has held it in 13 quarters since.
Bangor Savings Bank's Global X S&P 500 Covered Call ETF position peaked at $1.86M in Q3 2024.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.