WhitTier Trust Company’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

WhitTier Trust Company’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	$207K	Hold	5,058	–	–	﹤0.01%	508
2026 Q1	$200K	Hold	5,058	–	–	﹤0.01%	500
2025 Q4	$207K	Hold	5,058	–	–	﹤0.01%	485
2025 Q3	$199K	Hold	5,058	–	–	﹤0.01%	471
2025 Q2	$197K	Hold	5,058	–	–	﹤0.01%	524
2025 Q1	$200K	Hold	5,058	–	–	0.01%	516
2024 Q4	$212K	Hold	5,058	–	–	0.01%	488
2024 Q3	$210K	Buy	+5,058	New	+$206K	0.01%	472

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

WhitTier Trust Company's XYLD Position: Q2 2026 in Review

WhitTier Trust Company held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 5,058 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

WhitTier Trust Company first reported a position in XYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $212K in Q4 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

WhitTier Trust Company held 5,058 shares of Global X S&P 500 Covered Call ETF worth $207K as of Q2 2026.
WhitTier Trust Company left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #508 holding.
WhitTier Trust Company first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
WhitTier Trust Company's Global X S&P 500 Covered Call ETF position peaked at $212K in Q4 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.