Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
380+ 3.52% |
$22.7K - $28.7K
|
11.2K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
361+ 0.6% |
$21.6K - $27.2K
|
61K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
300+ 6.05% |
$18K - $22.6K
|
5.26K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
300+ 4.72% |
$18K - $22.6K
|
6.65K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
265+ 4.4% |
$15.9K - $20K
|
6.29K
$503K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
194+ 1.23% |
$11.6K - $14.6K
|
16K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
183+ 5.63% |
$11K - $13.8K
|
3.43K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
183+ 4.72% |
$11K - $13.8K
|
4.06K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
165+ 4.07% |
$9.88K - $12.4K
|
4.22K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
127+ 0.73% |
$7.6K - $9.58K
|
17.6K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
123+ 2.54% |
$7.36K - $9.28K
|
4.97K
$397K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
116+ 2.03% |
$6.94K - $8.75K
|
5.83K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
98+ 1.49% |
$5.87K - $7.39K
|
6.67K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
92+ 10.86% |
$5.51K - $6.94K
|
939
$75.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
61+ 1.13% |
$3.65K - $4.6K
|
5.47K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
55+ 0.82% |
$3.29K - $4.15K
|
6.77K
$542K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40+ 14.65% |
$2.39K - $3.02K
|
313
$25K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40+ 7.12% |
$2.39K - $3.02K
|
602
$48.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
36+ 1.06% |
$2.15K - $2.72K
|
3.43K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
35+ 0.14% |
$2.09K - $2.64K
|
25.2K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27+ 0.66% |
$1.62K - $2.04K
|
4.14K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
25+ 0.99% |
$1.5K - $1.89K
|
2.55K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.06% |
$1.44K - $1.81K
|
42.7K
$3.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24+ 0.5% |
$1.44K - $1.81K
|
4.79K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19+ 1.37% |
$1.14K - $1.43K
|
1.4K
$112K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18+ 0.12% |
$1.08K - $1.36K
|
15.3K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15+ 0.25% |
$898 - $1.13K
|
6.11K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 2.13% |
$359 - $453
|
288
$23K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4+ 0.05% |
$239 - $302
|
7.86K
$629K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.2% |
$120 - $151
|
1.02K
$81.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1- 0.03% |
$59.9 - $75.5
|
3.36K
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-25- 0.41% |
$1.5K - $1.89K
|
6.14K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-28- 0.76% |
$1.68K - $2.11K
|
3.66K
$293K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-29- 0.42% |
$1.74K - $2.19K
|
6.83K
$546K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-34- 0.2% |
$2.03K - $2.57K
|
16.9K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-57- 0.45% |
$3.41K - $4.3K
|
12.5K
$998K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-68- 49.28% |
$4.07K - $5.13K
|
70
$5.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-84- 1.42% |
$5.03K - $6.34K
|
5.82K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-117- 0.49% |
$7K - $8.83K
|
23.8K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-135- 2.9% |
$8.08K - $10.2K
|
4.52K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-175- 3.1% |
$10.5K - $13.2K
|
5.47K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-185- 2.54% |
$11.1K - $14K
|
7.11K
$569K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-232- 1.94% |
$13.9K - $17.5K
|
11.8K
$941K
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-240- 7.76% |
$14.4K - $18.1K
|
2.85K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-257- 0.79% |
$15.4K - $19.4K
|
32.2K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-363- 6.72% |
$21.7K - $27.4K
|
5.04K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-369- 16.6% |
$22.1K - $27.8K
|
1.85K
$148K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-436- 50.0% |
$26.1K - $32.9K
|
436
$34.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-476- 0.35% |
$28.5K - $35.9K
|
135K
$10.8M
|