Mercer Global Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Mercer Global Advisors’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
2024 Q3	–	Sell	-5,356	Closed	-$217K	–	2060
2024 Q2	$217K	Hold	5,356	–	–	﹤0.01%	1756
2024 Q1	$218K	Buy	5,356 +100	+2%	+$4.01K	﹤0.01%	1735
2023 Q4	$207K	Sell	5,256 -192	-4%	-$7.48K	﹤0.01%	1830
2023 Q3	$212K	Sell	5,448 -2,298	-30%	-$93.1K	﹤0.01%	1735
2023 Q2	$318K	Sell	7,746 -957	-11%	-$38.9K	﹤0.01%	1487
2023 Q1	$352K	Buy	+8,703	New	+$351K	﹤0.01%	1413

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

NAM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors's XYLD Position: Q3 2024 in Review

Mercer Global Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2024, closing a stake of 5,356 shares — an estimated $217K sold.

Mercer Global Advisors first reported a position in XYLD in Q1 2023 and held it in 6 quarters. The position peaked at $352K in Q1 2023. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

Mercer Global Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
Mercer Global Advisors sold 5,356 Global X S&P 500 Covered Call ETF shares in Q3 2024, an estimated $217K.
Mercer Global Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and held it in 6 quarters.
Mercer Global Advisors's Global X S&P 500 Covered Call ETF position peaked at $352K in Q1 2023.
225 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.