Fidelity Investments
XYLD icon

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
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% 5483
2022
Q2 		$0 Buy
+10
New +$457 ﹤0.01% 5562
2021
Q3 		– Sell
-4
Closed – – 5124
2021
Q2 		$0 Buy
+4
New +$193 ﹤0.01% 4967

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return