Steward Partners Investment Advisory’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
18,729
-3,029
| -14% | -$118K | 0.01% | 1123 |
|
|
2025
Q1 | $859K | Buy |
21,758
+10,380
| +91% | +$410K | 0.01% | 979 |
|
|
2024
Q4 | $477K | Buy |
11,378
+5,975
| +111% | +$250K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $224K | Sell |
5,403
-5,611
| -51% | -$233K | ﹤0.01% | 1480 |
|
|
2024
Q2 | $445K | Buy |
11,014
+9,033
| +456% | +$365K | ﹤0.01% | 1106 |
|
|
2024
Q1 | $80.8K | Hold |
1,981
| – | – | ﹤0.01% | 1869 |
|
|
2023
Q4 | $78.1K | Hold |
1,981
| – | – | ﹤0.01% | 1793 |
|
|
2023
Q3 | $77K | Buy |
1,981
+865
| +78% | +$33.6K | ﹤0.01% | 1701 |
|
|
2023
Q2 | $45.8K | Buy |
1,116
+616
| +123% | +$25.3K | ﹤0.01% | 1924 |
|
|
2023
Q1 | $20.3K | Hold |
500
| – | – | ﹤0.01% | 2240 |
|
|
2022
Q4 | $19.7K | Hold |
500
| – | – | ﹤0.01% | 2242 |
|
|
2022
Q3 | $19K | Hold |
500
| – | – | ﹤0.01% | 2257 |
|
|
2022
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 2214 |
|
|
2022
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 2271 |
|
|
2021
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 2234 |
|
|
2021
Q3 | $24K | Buy |
+500
| New | +$24K | ﹤0.01% | 2254 |
|