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Spire Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Spire Wealth Management’s Portfolio QYLD Stock Details QYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$186K Buy
10,093
+6,177
+158% +$111K 0.01% 810
2026
Q1 		$67.2K Sell
3,916
-3,998
-51% -$70.4K ﹤0.01% 1087
2025
Q4 		$140K Buy
7,914
+3,287
+71% +$57.2K ﹤0.01% 895
2025
Q3 		$78.7K Sell
4,627
-3,373
-42% -$56.6K ﹤0.01% 1080
2025
Q2 		$134K Buy
8,000
+3,062
+62% +$50K ﹤0.01% 874
2025
Q1 		$82.1K Sell
4,938
-6,687
-58% -$120K ﹤0.01% 1114
2024
Q4 		$212K Buy
11,625
+2,025
+21% +$37K 0.01% 802
2024
Q3 		$173K Buy
9,600
+300
+3% +$5.3K 0.01% 770
2024
Q2 		$164K Sell
9,300
-900
-9% -$15.9K 0.01% 762
2024
Q1 		$183K Hold
10,200
– – ﹤0.01% 792
2023
Q4 		$182K Buy
10,200
+4,700
+85% +$80.1K 0.01% 788
2023
Q3 		$92.2K Buy
5,500
+4,380
+391% +$76.9K ﹤0.01% 978
2023
Q2 		$19.9K Buy
1,120
+4
+0.4% +$70 ﹤0.01% 1591
2023
Q1 		$19.1K Buy
1,116
+4
+0.4% +$67 ﹤0.01% 1634
2022
Q4 		$18K Sell
1,112
-1,199
-52% -$19.4K ﹤0.01% 1409
2022
Q3 		$36K Buy
2,311
+2,203
+2,040% +$38.7K ﹤0.01% 1080
2022
Q2 		$2K Sell
108
-40,483
-100% -$763K ﹤0.01% 2394
2022
Q1 		$861K Buy
40,591
+16,594
+69% +$343K 0.02% 423
2021
Q4 		$533K Sell
23,997
-251
-1% -$5.67K 0.01% 681
2021
Q3 		$535K Buy
+24,248
New +$549K 0.01% 567

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's QYLD Position: Q2 2026 in Review

Spire Wealth Management increased its Global X NASDAQ-100 Covered Call ETF (QYLD) stake by 158% in Q2 2026, buying an estimated $111K and bringing the position to 10,093 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #810.

Spire Wealth Management first reported a position in QYLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $861K in Q1 2022. 430 funds tracked by Wall St. Rank hold QYLD as of Q2 2026.

  • Spire Wealth Management held 10,093 shares of Global X NASDAQ-100 Covered Call ETF worth $186K as of Q2 2026.
  • Spire Wealth Management bought 6,177 Global X NASDAQ-100 Covered Call ETF shares in Q2 2026, an estimated $111K.
  • Global X NASDAQ-100 Covered Call ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #810 holding.
  • Spire Wealth Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q3 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Global X NASDAQ-100 Covered Call ETF position peaked at $861K in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.