William Blair & Company
XYLD icon

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

William Blair & 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
Q1 		$455K Buy
11,636
+495
+4% +$20K ﹤0.01% 1183
2025
Q4 		$453K Sell
11,141
-5,843
-34% -$234K ﹤0.01% 1183
2025
Q3 		$667K Buy
16,984
+57
+0.3% +$2.23K ﹤0.01% 1025
2025
Q2 		$659K Sell
16,927
-584
-3% -$22.4K ﹤0.01% 1007
2025
Q1 		$692K Buy
17,511
+630
+4% +$26.1K ﹤0.01% 988
2024
Q4 		$707K Buy
16,881
+726
+4% +$30.5K ﹤0.01% 993
2024
Q3 		$670K Buy
16,155
+3,694
+30% +$150K ﹤0.01% 1030
2024
Q2 		$504K Buy
12,461
+1,701
+16% +$68.5K ﹤0.01% 1099
2024
Q1 		$439K Buy
10,760
+921
+9% +$36.9K ﹤0.01% 1118
2023
Q4 		$388K Buy
9,839
+1,748
+22% +$68.1K ﹤0.01% 1145
2023
Q3 		$315K Buy
8,091
+6,279
+347% +$254K ﹤0.01% 1211
2023
Q2 		$74.4K Sell
1,812
-52
-3% -$2.12K ﹤0.01% 1549
2023
Q1 		$75.5K Buy
1,864
+73
+4% +$2.94K ﹤0.01% 1535
2022
Q4 		$70.5K Sell
1,791
-6,464
-78% -$257K ﹤0.01% 1527
2022
Q3 		$315K Buy
8,255
+3,307
+67% +$140K ﹤0.01% 1209
2022
Q2 		$211K Buy
4,948
+612
+14% +$28K ﹤0.01% 1399
2022
Q1 		$215K Buy
+4,336
New +$212K ﹤0.01% 1492
2021
Q3 		– Sell
-2,064
Closed -$101K – 1953
2021
Q2 		$101K Buy
+2,064
New +$99.6K ﹤0.01% 1611

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $1.95B AUM 31.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return