Salomon & Ludwin’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Salomon & Ludwin’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 Q3	$355K	Hold	8,548	–	–	0.03%	136
2026 Q2	$349K	Sell	8,548 -323	-4%	-$13K	0.03%	138
2026 Q1	$349K	Hold	8,871	–	–	0.03%	134
2025 Q4	$362K	Hold	8,871	–	–	0.03%	137
2025 Q3	$349K	Sell	8,871 -350	-4%	-$13.7K	0.03%	135
2025 Q2	$359K	Hold	9,221	–	–	0.04%	126
2025 Q1	$364K	Hold	9,221	–	–	0.04%	116
2024 Q4	$386K	Hold	9,221	–	–	0.04%	109
2024 Q3	$383K	Sell	9,221 -30	-0.3%	-$1.22K	0.04%	116
2024 Q2	$374K	Sell	9,251 -27	-0.3%	-$1.09K	0.04%	116
2024 Q1	$378K	Hold	9,278	–	–	0.03%	141
2023 Q4	$361K	Hold	9,278	–	–	0.04%	132
2023 Q3	$361K	Hold	9,278	–	–	0.04%	132
2023 Q2	$381K	Hold	9,278	–	–	0.04%	131
2023 Q1	$376K	Hold	9,278	–	–	0.04%	126
2022 Q4	$365K	Hold	9,278	–	–	0.05%	128
2022 Q3	$354K	Sell	9,278 -1,000	-10%	-$42.3K	0.05%	113
2022 Q2	$439K	Buy	+10,278	New	+$470K	0.07%	83

Other funds holding XYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Salomon & Ludwin's XYLD Position: Q3 2026 in Review

Salomon & Ludwin held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q3 2026 at 8,548 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #136.

Salomon & Ludwin first reported a position in XYLD in Q2 2022 and has held it in 18 quarters since. The position peaked at $439K in Q2 2022. 195 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

Salomon & Ludwin held 8,548 shares of Global X S&P 500 Covered Call ETF worth $355K as of Q3 2026.
Salomon & Ludwin left its Global X S&P 500 Covered Call ETF share count unchanged in Q3 2026.
Global X S&P 500 Covered Call ETF made up 0.03% of Salomon & Ludwin's portfolio in Q3 2026, its #136 holding.
Salomon & Ludwin first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 18 quarters since.
Salomon & Ludwin's Global X S&P 500 Covered Call ETF position peaked at $439K in Q2 2022.
195 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.