Brown Brothers Harriman & Co’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Brown Brothers Harriman & Co’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
2025 Q1	–	Sell	-1,696	Closed	-$71.1K	–	1504
2024 Q4	$71.1K	Buy	+1,696	New	+$71.1K	﹤0.01%	808
2023 Q3	–	Sell	-400	Closed	-$16.4K	–	1316
2023 Q2	$16.4K	Buy	+400	New	+$16.3K	﹤0.01%	893

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Brown Brothers Harriman & Co's XYLD Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2025, closing a stake of 1,696 shares — an estimated $71.1K sold.

Brown Brothers Harriman & Co first reported a position in XYLD in Q2 2023 and held it in 2 quarters. The position peaked at $71.1K in Q4 2024. 257 funds tracked by Wall St. Rank hold XYLD as of Q1 2025.

Brown Brothers Harriman & Co reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Brown Brothers Harriman & Co sold 1,696 Global X S&P 500 Covered Call ETF shares in Q1 2025, an estimated $71.1K.
Brown Brothers Harriman & Co first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and held it in 2 quarters.
Brown Brothers Harriman & Co's Global X S&P 500 Covered Call ETF position peaked at $71.1K in Q4 2024.
257 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.