Jim Simons
XYLD icon

Jim Simons’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Jim Simons’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 		– Sell
-13,700
Closed -$557K – 3750
2025
Q4 		$557K Buy
+13,700
New +$548K ﹤0.01% 2533
2025
Q3 		– Sell
-26,000
Closed -$1.01M – 4005
2025
Q2 		$1.01M Sell
26,000
-12,100
-32% -$464K ﹤0.01% 2511
2025
Q1 		$1.5M Sell
38,100
-42,970
-53% -$1.78M ﹤0.01% 2163
2024
Q4 		$3.4M Sell
81,070
-43,138
-35% -$1.81M 0.01% 1692
2024
Q3 		$5.15M Buy
124,208
+3,308
+3% +$135K 0.01% 1422
2024
Q2 		$4.89M Buy
120,900
+28,600
+31% +$1.15M 0.01% 1305
2024
Q1 		$3.77M Sell
92,300
-11,352
-11% -$455K 0.01% 1598
2023
Q4 		$4.09M Buy
103,652
+84,052
+429% +$3.28M 0.01% 1479
2023
Q3 		$762K Sell
19,600
-45,800
-70% -$1.86M ﹤0.01% 2478
2023
Q2 		$2.69M Buy
65,400
+13,991
+27% +$569K ﹤0.01% 1813
2023
Q1 		$2.08M Buy
+51,409
New +$2.07M ﹤0.01% 2008
2022
Q2 		– Sell
-18,400
Closed -$911K – 4628
2022
Q1 		$911K Sell
18,400
-23,500
-56% -$1.15M ﹤0.01% 2789
2021
Q4 		$2.12M Buy
41,900
+5,361
+15% +$269K ﹤0.01% 2101
2021
Q3 		$1.77M Buy
+36,539
New +$1.8M ﹤0.01% 2179

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 $445B AUM 25.58% 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 $432B 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's XYLD Position: Q1 2026 in Review

Jim Simons sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 13,700 shares — an estimated $557K sold.

Jim Simons first reported a position in XYLD in Q3 2021 and held it in 14 quarters. The position peaked at $5.15M in Q3 2024. 271 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Jim Simons reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 13,700 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $557K.
  • Jim Simons first reported a position in Global X S&P 500 Covered Call ETF in Q3 2021 and held it in 14 quarters.
  • Jim Simons's Global X S&P 500 Covered Call ETF position peaked at $5.15M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.