Stifel Financial’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Stifel Financial’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	$7.08M	Sell	180,983 -1,130	-0.6%	-$45.7K	0.01%	1143
2025 Q4	$7.4M	Buy	182,113 +4,301	+2%	+$172K	0.01%	1118
2025 Q3	$6.98M	Buy	177,812 +5,282	+3%	+$206K	0.01%	1127
2025 Q2	$6.72M	Buy	172,530 +20,733	+14%	+$795K	0.01%	1090
2025 Q1	$5.99M	Sell	151,797 -2,154	-1%	-$89.4K	0.01%	1089
2024 Q4	$6.45M	Sell	153,951 -2,481	-2%	-$104K	0.01%	1068
2024 Q3	$6.49M	Sell	156,432 -6,770	-4%	-$276K	0.01%	1057
2024 Q2	$6.6M	Buy	163,202 +33,593	+26%	+$1.35M	0.01%	994
2024 Q1	$5.29M	Buy	129,609 +4,583	+4%	+$184K	0.01%	1110
2023 Q4	$4.93M	Sell	125,026 -6,199	-5%	-$242K	0.01%	1103
2023 Q3	$5.1M	Sell	131,225 -8,480	-6%	-$344K	0.01%	1018
2023 Q2	$5.73M	Sell	139,705 -36,118	-21%	-$1.47M	0.01%	962
2023 Q1	$7.12M	Buy	175,823 +33,685	+24%	+$1.36M	0.01%	827
2022 Q4	$5.6M	Sell	142,138 -3,848	-3%	-$153K	0.01%	923
2022 Q3	$5.56M	Buy	145,986 +17,517	+14%	+$742K	0.01%	895
2022 Q2	$5.48M	Buy	128,469 +2,265	+2%	+$104K	0.01%	926
2022 Q1	$6.25M	Buy	126,204 +16,695	+15%	+$815K	0.01%	940
2021 Q4	$5.53M	Buy	109,509 +16,741	+18%	+$840K	0.01%	1022
2021 Q3	$4.5M	Buy	92,768 +11,420	+14%	+$563K	0.01%	1073
2021 Q2	$3.99M	Buy	81,348 +6,316	+8%	+$305K	0.01%	1139
2021 Q1	$3.59M	Buy	75,032 +6,630	+10%	+$312K	0.01%	1152
2020 Q4	$3.17M	Buy	68,402 +1,289	+2%	+$58.8K	0.01%	1105
2020 Q3	$3M	Sell	67,113 -2,839	-4%	-$125K	0.01%	1007
2020 Q2	$2.97M	Buy	69,952 +615	+0.9%	+$25.4K	0.01%	953
2020 Q1	$2.65M	Buy	69,337 +3,633	+6%	+$172K	0.01%	916
2019 Q4	$3.33M	Buy	65,704 +7,462	+13%	+$371K	0.01%	1040
2019 Q3	$2.83M	Buy	58,242 +18,714	+47%	+$918K	0.01%	1084
2019 Q2	$1.93M	Buy	39,528 +5,480	+16%	+$264K	0.01%	1372
2019 Q1	$1.62M	Buy	34,048 +19,448	+133%	+$905K	﹤0.01%	1366
2018 Q4	$644K	Buy	14,600 +9,967	+215%	+$484K	﹤0.01%	1806
2018 Q3	$244K	Buy	+4,633	New	+$240K	﹤0.01%	2473

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial's XYLD Position: Q1 2026 in Review

Stifel Financial reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.62% in Q1 2026, selling an estimated $45.7K and leaving 180,983 shares worth $7.08M. The position accounts for 0.01% of the portfolio, ranked #1143.

Stifel Financial first reported a position in XYLD in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.4M in Q4 2025. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Stifel Financial held 180,983 shares of Global X S&P 500 Covered Call ETF worth $7.08M as of Q1 2026.
Stifel Financial sold 1,130 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $45.7K.
Global X S&P 500 Covered Call ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1143 holding.
Stifel Financial first reported a position in Global X S&P 500 Covered Call ETF in Q3 2018 and has held it in 31 quarters since.
Stifel Financial's Global X S&P 500 Covered Call ETF position peaked at $7.4M in Q4 2025.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.