Global X S&P 500 Covered Call ETF $XYLD Shares Sold by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC trimmed its position in Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD) by 2.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 81,800 shares of the company’s stock after selling 1,997 shares during the quarter. Concurrent Investment Advisors LLC owned approximately 0.10% of Global X S&P 500 Covered Call ETF worth $3,185,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. IFP Advisors Inc increased its position in Global X S&P 500 Covered Call ETF by 30.1% during the second quarter. IFP Advisors Inc now owns 5,664 shares of the company’s stock worth $221,000 after acquiring an additional 1,312 shares during the period. Sax Wealth Advisors LLC bought a new stake in Global X S&P 500 Covered Call ETF during the 2nd quarter worth approximately $357,000. TriaGen Wealth Management LLC boosted its position in Global X S&P 500 Covered Call ETF by 15.5% during the 2nd quarter. TriaGen Wealth Management LLC now owns 6,517 shares of the company’s stock worth $254,000 after acquiring an additional 873 shares during the last quarter. MAS Advisors LLC boosted its holdings in shares of Global X S&P 500 Covered Call ETF by 4.1% in the 2nd quarter. MAS Advisors LLC now owns 14,552 shares of the company’s stock valued at $567,000 after buying an additional 576 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC raised its stake in Global X S&P 500 Covered Call ETF by 79.4% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 11,717 shares of the company’s stock valued at $456,000 after acquiring an additional 5,187 shares during the period.

Global X S&P 500 Covered Call ETF Stock Performance

Shares of NYSEARCA XYLD opened at $39.42 on Tuesday. Global X S&P 500 Covered Call ETF has a 52 week low of $34.53 and a 52 week high of $43.43. The stock has a market capitalization of $3.05 billion, a P/E ratio of 25.32 and a beta of 0.72. The stock’s fifty day moving average is $39.13 and its 200 day moving average is $38.71.

Global X S&P 500 Covered Call ETF Company Profile

The Global X S&P 500 Covered Call ETF (XYLD) is an exchange-traded fund that is based on the Cboe S&P 500 BuyWrite index. The fund tracks an index of S&P 500 stocks and sells one-month, at-the-money call options on up to 100% of each stock. XYLD was launched on Jun 24, 2013 and is managed by Global X.