McCarter Private Wealth Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

McCarter Private Wealth Services’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	-5,425	Closed	-$211K	–	130
2025 Q2	$211K	Hold	5,425	–	–	0.12%	112
2025 Q1	$214K	Hold	5,425	–	–	0.14%	99
2024 Q4	$227K	Hold	5,425	–	–	0.14%	94
2024 Q3	$225K	Buy	+5,425	New	+$221K	0.14%	95

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

McCarter Private Wealth Services's XYLD Position: Q3 2025 in Review

McCarter Private Wealth Services sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 5,425 shares — an estimated $211K sold.

McCarter Private Wealth Services first reported a position in XYLD in Q3 2024 and held it in 4 quarters. The position peaked at $227K in Q4 2024. 259 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

McCarter Private Wealth Services reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
McCarter Private Wealth Services sold 5,425 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $211K.
McCarter Private Wealth Services first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and held it in 4 quarters.
McCarter Private Wealth Services's Global X S&P 500 Covered Call ETF position peaked at $227K in Q4 2024.
259 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on McCarter Private Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.