Ferguson Shapiro’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Ferguson Shapiro’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	-5,244	Closed	-$204K	–	87
2025 Q2	$204K	Buy	5,244 +155	+3%	+$5.94K	0.07%	67
2025 Q1	$201K	Buy	5,089 +266	+6%	+$11K	0.07%	62
2024 Q4	$202K	Buy	+4,823	New	+$202K	0.07%	65

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

Ferguson Shapiro's XYLD Position: Q3 2025 in Review

Ferguson Shapiro sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 5,244 shares — an estimated $204K sold.

Ferguson Shapiro first reported a position in XYLD in Q4 2024 and held it in 3 quarters. The position peaked at $204K in Q2 2025. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Ferguson Shapiro reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Ferguson Shapiro sold 5,244 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $204K.
Ferguson Shapiro first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 3 quarters.
Ferguson Shapiro's Global X S&P 500 Covered Call ETF position peaked at $204K 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 Ferguson Shapiro's 13F filing for Q3 2025, filed 10 Nov 2025.