Northwestern Mutual Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Northwestern Mutual Wealth Management’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	$2.63M	Sell	64,526 -1,846	-3%	-$74.4K	﹤0.01%	1075
2026 Q1	$2.6M	Buy	66,372 +3,758	+6%	+$152K	﹤0.01%	1022
2025 Q4	$2.54M	Sell	62,614 -15,533	-20%	-$622K	﹤0.01%	987
2025 Q3	$3.07M	Sell	78,147 -1,681	-2%	-$65.6K	﹤0.01%	882
2025 Q2	$3.11M	Sell	79,828 -3,451	-4%	-$132K	﹤0.01%	823
2025 Q1	$3.29M	Buy	83,279 +4,834	+6%	+$201K	﹤0.01%	777
2024 Q4	$3.29M	Buy	78,445 +13,138	+20%	+$551K	﹤0.01%	725
2024 Q3	$2.71M	Buy	65,307 +9,651	+17%	+$393K	﹤0.01%	769
2024 Q2	$2.25M	Buy	55,656 +2,194	+4%	+$88.4K	﹤0.01%	775
2024 Q1	$2.18M	Sell	53,462 -8,264	-13%	-$331K	﹤0.01%	773
2023 Q4	$2.43M	Sell	61,726 -1,753	-3%	-$68.3K	﹤0.01%	716
2023 Q3	$2.47M	Buy	63,479 +13,750	+28%	+$557K	﹤0.01%	674
2023 Q2	$2.04M	Buy	49,729 +24,145	+94%	+$982K	﹤0.01%	704
2023 Q1	$1.04M	Buy	25,584 +4,014	+19%	+$162K	﹤0.01%	883
2022 Q4	$849K	Buy	21,570 +15,012	+229%	+$597K	﹤0.01%	924
2022 Q3	$249K	Sell	6,558 -15,597	-70%	-$660K	﹤0.01%	1329
2022 Q2	$945K	Buy	22,155 +8,032	+57%	+$367K	﹤0.01%	829
2022 Q1	$699K	Buy	14,123 +13,977	+9,573%	+$683K	﹤0.01%	962
2021 Q4	$7K	Buy	+146	New	+$7.32K	﹤0.01%	2697

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's XYLD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.8% in Q2 2026, selling an estimated $74.4K and leaving 64,526 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Northwestern Mutual Wealth Management first reported a position in XYLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.29M in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Northwestern Mutual Wealth Management held 64,526 shares of Global X S&P 500 Covered Call ETF worth $2.63M as of Q2 2026.
Northwestern Mutual Wealth Management sold 1,846 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $74.4K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1075 holding.
Northwestern Mutual Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 19 quarters since.
Northwestern Mutual Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $3.29M in Q1 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.