Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
3.54KNew |
$281K - $296K
|
3.54K
$288K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.01KNew |
$238K - $251K
|
3.01K
$244K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
3KNew |
$238K - $251K
|
3K
$244K
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
2.88KNew |
$228K - $241K
|
2.88K
$234K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.8K+ 1.94% |
$222K - $234K
|
147K
$11.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.29K+ 69.27% |
$181K - $191K
|
5.59K
$454K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 1.2% |
$139K - $146K
|
148K
$12M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.75KNew |
$139K - $146K
|
1.75K
$142K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.34KNew |
$106K - $112K
|
1.34K
$108K
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
BUY
|
- |
1.28K+ 34.85% |
$101K - $107K
|
4.94K
$401K
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.24K+ 21.9% |
$98.1K - $103K
|
6.89K
$559K
|
|
|
Jan 26, 2026
Q4 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1.22K+ 22.96% |
$97K - $102K
|
6.55K
$532K
|
|
|
Jan 22, 2026
Q4 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
1.17K+ 16.71% |
$92.4K - $97.4K
|
8.14K
$661K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
980+ 4.11% |
$77.6K - $81.9K
|
24.8K
$2.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
843+ 14.59% |
$66.8K - $70.4K
|
6.62K
$538K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
473+ 6.25% |
$37.5K - $39.5K
|
8.04K
$652K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
472+ 6.37% |
$37.4K - $39.4K
|
7.88K
$640K
|
|
|
Jan 26, 2026
Q4 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
470+ 0.2% |
$37.2K - $39.3K
|
237K
$19.2M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
406+ 93.12% |
$32.2K - $33.9K
|
842
$68.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
388+ 1.55% |
$30.7K - $32.4K
|
25.3K
$2.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
376+ 27.05% |
$29.8K - $31.4K
|
1.77K
$143K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
366+ 9.44% |
$29K - $30.6K
|
4.25K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
362+ 12.6% |
$28.7K - $30.3K
|
3.23K
$263K
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
320+ 7.63% |
$25.4K - $26.7K
|
4.52K
$367K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
233+ 6.93% |
$18.5K - $19.5K
|
3.6K
$292K
|
|
|
Jan 27, 2026
Q4 2025
|
Human Investing LLC
|
SELL
|
- |
-3- 0.03% |
$238 - $251
|
9.56K
$776K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5- 0.07% |
$396 - $418
|
6.84K
$556K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11- 0.14% |
$872 - $919
|
7.89K
$641K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-27- 0.17% |
$2.14K - $2.26K
|
16K
$1.3M
|
|
|
Jan 29, 2026
Q4 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-50- 1.86% |
$3.96K - $4.18K
|
2.63K
$214K
|
|
|
Jan 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-175- 1.09% |
$13.9K - $14.6K
|
15.8K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-187- 0.16% |
$14.8K - $15.6K
|
114K
$9.29M
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-360- 1.44% |
$28.5K - $30.1K
|
24.6K
$2M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-388- 1.23% |
$30.7K - $32.4K
|
31.1K
$2.53M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-649- 6.26% |
$51.4K - $54.2K
|
9.72K
$789K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.89K- 4.81% |
$150K - $158K
|
37.5K
$3.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.59K- 10.82% |
$284K - $300K
|
29.6K
$2.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Old National Bancorp
|
SELL
|
- |
-5.45K- 15.4% |
$431K - $455K
|
29.9K
$2.43M
|
|