Simplex Trading
XYLD icon

Simplex Trading’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Simplex Trading’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
Q1 		$84.4K Buy
1,600
+1,500
+1,500% +$60.6K ﹤0.01% 5292
2025
Q4 		$4.39K Buy
+100
New +$4K ﹤0.01% 7497
2025
Q3 		– Sell
-100
Closed -$4K – 10237
2025
Q2 		$4K Buy
+100
New +$3.83K ﹤0.01% 7914
2023
Q3 		– Sell
-100
Closed -$2K – 10009
2023
Q2 		$2K Sell
100
-3,700
-97% -$151K ﹤0.01% 8511
2023
Q1 		$100K Sell
3,800
-1,200
-24% -$48.4K ﹤0.01% 5162
2022
Q4 		$129K Buy
5,000
+4,900
+4,900% +$195K ﹤0.01% 4776
2022
Q3 		$2K Hold
100
– – ﹤0.01% 9392
2022
Q2 		$2K Hold
100
– – ﹤0.01% 9442
2022
Q1 		$2K Hold
100
– – ﹤0.01% 9965
2021
Q4 		$3K Hold
100
– – ﹤0.01% 9892
2021
Q3 		$3K Hold
100
– – ﹤0.01% 9471
2021
Q2 		$3K Buy
+100
New +$4.83K ﹤0.01% 9657
2020
Q4 		– Sell
-1
Closed -$3K – 9200
2020
Q3 		$3K Buy
+1
New +$44 ﹤0.01% 7335
2020
Q2 		– Sell
-1
Closed -$2K – 8496
2020
Q1 		$2K Sell
1
-3
-75% -$142 ﹤0.01% 7245
2019
Q4 		$13K Sell
4
-4
-50% -$199 ﹤0.01% 6259
2019
Q3 		$27K Buy
8
+3
+60% +$147 ﹤0.01% 5580
2019
Q2 		$17K Hold
5
– – ﹤0.01% 5753
2019
Q1 		$17K Hold
5
– – ﹤0.01% 5829
2018
Q4 		$16K Sell
5
-5
-50% -$243 ﹤0.01% 5534
2018
Q3 		$36K Buy
10
+5
+100% +$259 ﹤0.01% 5487
2018
Q2 		$18K Buy
+5
New +$248 ﹤0.01% 5956

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplex Trading's XYLD Position: Q1 2026 in Review

Simplex Trading sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 257 shares — an estimated $10.4K sold.

Simplex Trading first reported a position in XYLD in Q4 2021 and held it in 10 quarters. The position peaked at $308K in Q2 2022. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Simplex Trading reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 257 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $10.4K.
  • Simplex Trading first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 10 quarters.
  • Simplex Trading's Global X S&P 500 Covered Call ETF position peaked at $308K in Q2 2022.
  • 270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.