Institutional Ownership Global X Fds Global X S&P 500 (CATH)
This table provides information about the institutional ownership of Global X Fds Global X S&P 500 (CATH). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
4,650
shares
|
$311,457
0.07% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
4,554
shares
|
$305,026
0.21% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,515
shares
|
$302,414
0.01% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
4,277
shares
|
$286,473
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
4,197
shares
|
$281,115
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
4,164
shares
|
$278,904
0.03% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
4,090
shares
|
$273,948
0.0% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
3,925
shares
|
$262,896
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,921
shares
|
$262,628
0.01% of portfolio
|
Q4 2024
Reduced 44.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,908
shares
|
$261,757
0.02% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
3,860
shares
|
$258,542
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
3,854
shares
|
$258,140
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,843
shares
|
$257,404
0.0% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
3,719
shares
|
$249,098
0.18% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
3,689
shares
|
$247,089
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,686
shares
|
$246,888
0.04% of portfolio
|
Q4 2024
Reduced 19.18%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
3,647
shares
|
$244,276
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,584
shares
|
$240,056
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,500
shares
|
$234,430
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,497
shares
|
$234,229
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
3,364
shares
|
$225,320
0.02% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
3,363
shares
|
$225,253
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,290
shares
|
$220,364
0.0% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,214
shares
|
$215,273
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,072
shares
|
$205,762
0.04% of portfolio
|
Q3 2024
Added 122.45%
|