Crewe Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-6	Closed	-$222	–	1069
2025 Q2	$222	Hold	6	–	–	﹤0.01%	721
2025 Q1	$218	Buy	6 +1	+20%	+$42	﹤0.01%	693
2024 Q4	$219	Hold	5	–	–	﹤0.01%	627
2024 Q3	$213	Hold	5	–	–	﹤0.01%	694
2024 Q2	$203	Buy	+5	New	+$201	﹤0.01%	928

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GXJ

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

Crewe Advisors's XYLD Position: Q3 2025 in Review

Crewe Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 6 shares — an estimated $222 sold.

Crewe Advisors first reported a position in XYLD in Q2 2024 and held it in 5 quarters. The position peaked at $222 in Q2 2025. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Crewe Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 6 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $222.
Crewe Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 5 quarters.
Crewe Advisors's Global X S&P 500 Covered Call ETF position peaked at $222 in Q2 2025.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.