Fidelity Investments’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Fidelity Investments’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	$17.2K	Sell	421 -222	-35%	-$8.95K	﹤0.01%	4717
2026 Q1	$25.2K	Sell	643 -842	-57%	-$34K	﹤0.01%	4424
2025 Q4	$60.3K	Buy	1,485 +596	+67%	+$23.9K	﹤0.01%	4012
2025 Q3	$34.9K	Sell	889 -3,327	-79%	-$130K	﹤0.01%	4128
2025 Q2	$164K	Buy	4,216 +2,398	+132%	+$91.9K	﹤0.01%	3390
2025 Q1	$71.8K	Sell	1,818 -2,811	-61%	-$117K	﹤0.01%	3699
2024 Q4	$194K	Buy	4,629 +3,945	+577%	+$165K	﹤0.01%	3282
2024 Q3	$28.4K	Sell	684 -624	-48%	-$25.4K	﹤0.01%	4026
2024 Q2	$52.9K	Buy	1,308 +1,023	+359%	+$41.2K	﹤0.01%	3591
2024 Q1	$11.6K	Sell	285 -122	-30%	-$4.89K	﹤0.01%	4219
2023 Q4	$16K	Sell	407 -66	-14%	-$2.57K	﹤0.01%	4055
2023 Q3	$18.4K	Buy	473 +414	+702%	+$16.8K	﹤0.01%	3854
2023 Q2	$2.43K	Sell	59 -17	-22%	-$692	﹤0.01%	4545
2023 Q1	$3.09K	Sell	76 -106	-58%	-$4.27K	﹤0.01%	4515
2022 Q4	$7.17K	Buy	182 +181	+18,100%	+$7.2K	﹤0.01%	4136
2022 Q3	$0	Sell	1 -9	-90%	-$381	﹤0.01%	5477
2022 Q2	$0	Buy	+10	New	+$457	﹤0.01%	5558
2021 Q3	–	Sell	-4	Closed	–	–	5121
2021 Q2	$0	Buy	+4	New	+$193	﹤0.01%	4965

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

Fidelity Investments's XYLD Position: Q2 2026 in Review

Fidelity Investments reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 35% in Q2 2026, selling an estimated $8.95K and leaving 421 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Fidelity Investments first reported a position in XYLD in Q2 2021 and has held it in 18 quarters since. The position peaked at $194K in Q4 2024. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Fidelity Investments held 421 shares of Global X S&P 500 Covered Call ETF worth $17.2K as of Q2 2026.
Fidelity Investments sold 222 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $8.95K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4717 holding.
Fidelity Investments first reported a position in Global X S&P 500 Covered Call ETF in Q2 2021 and has held it in 18 quarters since.
Fidelity Investments's Global X S&P 500 Covered Call ETF position peaked at $194K in Q4 2024.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.