CIBC Private Wealth Group
XYLD icon

CIBC Private Wealth Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$63.9K Sell
1,573
-1,983
-56% -$79.4K ﹤0.01% 1688
2025
Q3 		$140K Sell
3,556
-4,299
-55% -$168K ﹤0.01% 1336
2025
Q2 		$306K Buy
7,855
+6,405
+442% +$246K ﹤0.01% 972
2025
Q1 		$51.6K Buy
1,450
+76
+6% +$3.15K ﹤0.01% 1615
2024
Q4 		$57.9K Buy
1,374
+25
+2% +$1.05K ﹤0.01% 1634
2024
Q3 		$56K Buy
1,349
+34
+3% +$1.39K ﹤0.01% 1732
2024
Q2 		$53.7K Buy
1,315
+29
+2% +$1.17K ﹤0.01% 1651
2024
Q1 		$52.4K Buy
+1,286
New +$51.5K ﹤0.01% 1659

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
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CIBC Private Wealth Group's XYLD Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 56% in Q4 2025, selling an estimated $79.4K and leaving 1,573 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

CIBC Private Wealth Group first reported a position in XYLD in Q1 2024 and has held it in 8 quarters since. The position peaked at $306K in Q2 2025. 280 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

  • CIBC Private Wealth Group held 1,573 shares of Global X S&P 500 Covered Call ETF worth $63.9K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,983 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $79.4K.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1688 holding.
  • CIBC Private Wealth Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Global X S&P 500 Covered Call ETF position peaked at $306K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.