Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X S&P 500 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
416New |
$27.5K - $30.9K
|
416
$30K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
395+ 10.72% |
$26.1K - $29.3K
|
4.08K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
377+ 1.06% |
$24.9K - $28K
|
36K
$2.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
371+ 9.78% |
$24.5K - $27.5K
|
4.16K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
359+ 1.51% |
$23.7K - $26.6K
|
24.1K
$1.73M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
350+ 5.83% |
$23.1K - $26K
|
6.35K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
340+ 1.82% |
$22.5K - $25.2K
|
19.1K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
318+ 10.35% |
$21K - $23.6K
|
3.39K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
293New |
$19.4K - $21.7K
|
293
$21.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
218New |
$14.4K - $16.2K
|
218
$15.7K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
210+ 3.3% |
$13.9K - $15.6K
|
6.57K
$473K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
203+ 0.34% |
$13.4K - $15.1K
|
60K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
202+ 3.47% |
$13.4K - $15K
|
6.02K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
197+ 5.11% |
$13K - $14.6K
|
4.05K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
180+ 3.29% |
$11.9K - $13.4K
|
5.65K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152+ 37.07% |
$10.1K - $11.3K
|
562
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
138New |
$9.13K - $10.2K
|
138
$9.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
115+ 0.24% |
$7.61K - $8.53K
|
48.7K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110+ 0.21% |
$7.28K - $8.16K
|
53.7K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
105+ 1.59% |
$6.94K - $7.79K
|
6.72K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
98+ 0.56% |
$6.48K - $7.27K
|
17.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
74+ 0.31% |
$4.89K - $5.49K
|
23.9K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
73+ 0.57% |
$4.83K - $5.42K
|
12.8K
$926K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
69+ 0.37% |
$4.56K - $5.12K
|
18.7K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65+ 0.2% |
$4.3K - $4.82K
|
32.5K
$2.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
60+ 1.02% |
$3.97K - $4.45K
|
5.92K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52+ 0.86% |
$3.44K - $3.86K
|
6.09K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39New |
$2.58K - $2.89K
|
39
$2.81K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37+ 0.06% |
$2.45K - $2.75K
|
61.3K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 0.57% |
$2.12K - $2.37K
|
5.62K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
30+ 0.56% |
$1.98K - $2.23K
|
5.41K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25+ 0.61% |
$1.65K - $1.86K
|
4.12K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
22+ 0.56% |
$1.46K - $1.63K
|
3.95K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21+ 0.55% |
$1.39K - $1.56K
|
3.86K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21+ 8.33% |
$1.39K - $1.56K
|
273
$19.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
18+ 0.59% |
$1.19K - $1.34K
|
3.09K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15+ 0.49% |
$992 - $1.11K
|
3.08K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
11New |
$728 - $816
|
11
$793
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.22% |
$198 - $223
|
1.39K
$99.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.55% |
$132 - $148
|
366
$26.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$66.1 - $74.2
|
1
$72.1
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-4- 0.06% |
$265 - $297
|
6.17K
$444K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-12- 4.08% |
$794 - $890
|
282
$20.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16- 94.12% |
$1.06K - $1.19K
|
1
$72.1
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19- 2.93% |
$1.26K - $1.41K
|
630
$45.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-21- 0.12% |
$1.39K - $1.56K
|
16.9K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.57% |
$1.85K - $2.08K
|
4.89K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29- 0.74% |
$1.92K - $2.15K
|
3.88K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-60- 1.53% |
$3.97K - $4.45K
|
3.86K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-94- 1.18% |
$6.22K - $6.97K
|
7.85K
$566K
|