XYLD — GLOBAL X FDS

Ownership history in 55I, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in GLOBAL X FDS (XYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q2)
Avg. % of fund
0.01%
First filed
2022 Q1
Last filed
2022 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 18,069 +13,154 +267.6% 0.02% $771K $28.43
2022 Q1 INITIATED 4,915 — — 0.01% $243K $32.00
% of Fund (quarterly)    XYLD price (monthly, adj. close)

Other funds also holding XYLD

As of 2025 Q4 — sorted by position size

SIMS INVESTMENT MANAGEMENT, LLC 5.93% Caerus Investment Advisors, LLC 3Y 3.63% Compass Financial Services Inc 2.38% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 2.32% LITTLEJOHN FINANCIAL SERVICES, INC. 1.59% Thrive Capital Management, LLC 3Y 1.57% ELCO Management Co., LLC 3Y 7Y 1.24% Newbridge Financial Services Group, Inc. 3Y 0.85% Garner Asset Management Corp 3Y 7Y 0.81% Solutions 4 Wealth, Ltd 0.74%
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