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

Spire 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	$43.4K	Buy	1,065 +616	+137%	+$24.8K	﹤0.01%	1217
2026 Q1	$17.6K	Sell	449 -400	-47%	-$16.2K	﹤0.01%	1466
2025 Q4	$34.5K	Sell	849 -235	-22%	-$9.4K	﹤0.01%	1294
2025 Q3	$42.6K	Sell	1,084 -125	-10%	-$4.88K	﹤0.01%	1289
2025 Q2	$47.1K	Hold	1,209	–	–	﹤0.01%	1219
2025 Q1	$47.7K	Buy	1,209 +360	+42%	+$14.9K	﹤0.01%	1300
2024 Q4	$35.6K	Buy	849 +449	+112%	+$18.8K	﹤0.01%	1422
2024 Q3	$16.6K	Hold	400	–	–	﹤0.01%	1491
2024 Q2	$16.2K	Sell	400 -2,797	-87%	-$113K	﹤0.01%	1512
2024 Q1	$130K	Hold	3,197	–	–	﹤0.01%	917
2023 Q4	$128K	Buy	3,197 +400	+14%	+$15.6K	﹤0.01%	928
2023 Q3	$109K	Sell	2,797 -1,000	-26%	-$40.5K	﹤0.01%	927
2023 Q2	$156K	Hold	3,797	–	–	0.01%	805
2023 Q1	$154K	Buy	+3,797	New	+$153K	0.01%	813

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

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

Spire Wealth Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 137% in Q2 2026, buying an estimated $24.8K and bringing the position to 1,065 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Spire Wealth Management first reported a position in XYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $156K in Q2 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Spire Wealth Management held 1,065 shares of Global X S&P 500 Covered Call ETF worth $43.4K as of Q2 2026.
Spire Wealth Management bought 616 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $24.8K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1217 holding.
Spire Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
Spire Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $156K in Q2 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

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