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Whipplewood Advisors’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Whipplewood Advisors’s Portfolio XYLG Stock Details XYLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$541K Buy
18,768
+72
+0.4% +$2.03K 0.36% 72
2026
Q1 		$491K Buy
18,696
+918
+5% +$25.1K 0.26% 89
2025
Q4 		$489K Sell
17,778
-9
-0.1% -$263 0.31% 85
2025
Q3 		$512K Buy
17,787
+327
+2% +$9.21K 0.34% 76
2025
Q2 		$481K Buy
17,460
+17,407
+32,843% +$458K 0.26% 91
2025
Q1 		$462K Buy
+53
New +$1.47K 0.27% 87

Other funds holding XYLG

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Whipplewood Advisors's XYLG Position: Q2 2026 in Review

Whipplewood Advisors increased its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 0.39% in Q2 2026, buying an estimated $2.03K and bringing the position to 18,768 shares worth $541K. The position accounts for 0.36% of the portfolio, ranked #72.

Whipplewood Advisors first reported a position in XYLG in Q1 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold XYLG as of Q2 2026.

  • Whipplewood Advisors held 18,768 shares of Global X S&P 500 Covered Call & Growth ETF worth $541K as of Q2 2026.
  • Whipplewood Advisors bought 72 Global X S&P 500 Covered Call & Growth ETF shares in Q2 2026, an estimated $2.03K.
  • Global X S&P 500 Covered Call & Growth ETF made up 0.36% of Whipplewood Advisors's portfolio in Q2 2026, its #72 holding.
  • Whipplewood Advisors first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.