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McAdam LLC’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

McAdam LLC’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 		$1.22M Sell
29,876
-6,556
-18% -$264K 0.05% 150
2026
Q1 		$1.43M Buy
36,432
+3,129
+9% +$126K 0.06% 133
2025
Q4 		$1.35M Buy
33,303
+2,616
+9% +$105K 0.06% 128
2025
Q3 		$1.2M Buy
30,687
+2,644
+9% +$103K 0.06% 131
2025
Q2 		$1.09M Buy
28,043
+2,865
+11% +$110K 0.06% 130
2025
Q1 		$994K Sell
25,178
-1,197
-5% -$49.7K 0.06% 129
2024
Q4 		$1.11M Buy
26,375
+557
+2% +$23.4K 0.06% 129
2024
Q3 		$1.07M Sell
25,818
-1,426
-5% -$58.1K 0.06% 125
2024
Q2 		$1.1M Buy
27,244
+214
+0.8% +$8.62K 0.07% 113
2024
Q1 		$1.1M Buy
27,030
+494
+2% +$19.8K 0.07% 109
2023
Q4 		$1.05M Sell
26,536
-2,591
-9% -$101K 0.08% 108
2023
Q3 		$1.13M Buy
29,127
+88
+0.3% +$3.57K 0.09% 99
2023
Q2 		$1.19M Sell
29,039
-15,071
-34% -$613K 0.1% 99
2023
Q1 		$1.79M Sell
44,110
-12,623
-22% -$509K 0.16% 83
2022
Q4 		$2.87M Buy
56,733
+9,860
+21% +$392K 0.28% 51
2022
Q3 		$1.79M Sell
46,873
-2,567
-5% -$109K 0.19% 75
2022
Q2 		$2.11M Sell
49,440
-5,825
-11% -$266K 0.22% 69
2022
Q1 		$2.74M Sell
55,265
-1,468
-3% -$71.7K 0.26% 52
2021
Q4 		$2.87M Sell
56,733
-46
-0.1% -$2.31K 0.28% 51
2021
Q3 		$2.75M Sell
56,779
-661
-1% -$32.6K 0.31% 49
2021
Q2 		$2.81M Sell
57,440
-1,237
-2% -$59.7K 0.32% 48
2021
Q1 		$2.81M Sell
58,677
-1,284
-2% -$60.4K 0.4% 41
2020
Q4 		$2.81M Sell
59,961
-59,473
-50% -$2.71M 0.43% 38
2020
Q3 		$5.33M Buy
119,434
+9,084
+8% +$401K 1.01% 22
2020
Q2 		$4.69M Buy
110,350
+12,628
+13% +$521K 1% 22
2020
Q1 		$3.73M Buy
97,722
+9,254
+10% +$438K 1% 21
2019
Q4 		$4.48M Buy
88,468
+6,662
+8% +$331K 1.08% 21
2019
Q3 		$3.98M Buy
+81,806
New +$4.01M 1.09% 21

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

McAdam LLC's XYLD Position: Q2 2026 in Review

McAdam LLC reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 18% in Q2 2026, selling an estimated $264K and leaving 29,876 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #150.

McAdam LLC first reported a position in XYLD in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.33M in Q3 2020. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • McAdam LLC held 29,876 shares of Global X S&P 500 Covered Call ETF worth $1.22M as of Q2 2026.
  • McAdam LLC sold 6,556 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $264K.
  • Global X S&P 500 Covered Call ETF made up 0.05% of McAdam LLC's portfolio in Q2 2026, its #150 holding.
  • McAdam LLC first reported a position in Global X S&P 500 Covered Call ETF in Q3 2019 and has held it in 28 quarters since.
  • McAdam LLC's Global X S&P 500 Covered Call ETF position peaked at $5.33M in Q3 2020.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.