Global X S&P 500 Risk ManageXRMIETF

13F holders, Q2 2024 (June 30)
18holders +3
4new positions
1sold out
$18.84avg. 13F price*

At the end of Q2 2024, 18 institutions reported holding Global X S&P 500 Risk Manage (XRMI) in their 13F filings, up 3 from Q1 2024. 4 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($4.8M), Cetera Investment Advisers ($1.7M) and Principal Securities, Inc. ($1.4M).

Company
Global X S&P 500 Risk Manage
CUSIP
37960A206
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 15Q1 2024Q2 2024: 18Q2 2024Q3 2024: 16Q3 2024Q4 2024: 17Q4 2024Q1 2025: 21Q1 2025Q2 2025: 24Q2 2025Q3 2025: 20Q3 2025Q4 2025: 25Q4 2025Q1 2026: 20Q1 2026Q2 2026: 18Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions4$1.3M
Exits1$849

All 13F filers, Q1 2024 → Q2 2024: 298,312 shares bought and 13,918 shares sold, net +284,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

LPL Financial LLC 0.00% Add +345.2% 252,142 $4.8M
Cetera Investment Advisers 0.00% Add +8.0% 92,008 $1.7M
Principal Securities, Inc. 0.04% Add +16.1% 73,360 $1.4M
Envestnet Asset Management Inc. 0.00% Add +14.1% 73,360 $1.4M
Jane Street Group, LLC 0.00% New 51,213 $965K
Founders Financial Alliance, LLC 0.14% Add +13.2% 24,707 $465K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.3% 22,959 $433K
Susquehanna International Group, LLP 0.00% New 18,557 $350K
Arete Wealth Advisors, LLC 0.02% Add +17.9% 14,903 $281K
Kingsview Wealth Management, LLC 0.01% No change 14,000 $264K
Osaic Holdings, Inc. 0.00% Reduce -73.7% 4,957 $93K
Bank of America Corp. 0.00% No change 2,500 $47K
Private Trust Co. NA 0.01% No change 2,472 $47K
NFSG Corp 0.02% No change 2,200 $41K
UBS Group AG 0.00% New 1,096 $21K
IFP Advisors, Inc 0.00% No change 624 $12K
Morgan Stanley 0.00% New 198 $4K
Harbour Investments, Inc. 0.00% No change 73 $1K

"% of holder's portfolio" is XRMI's weight in each manager's 13F, not the share of Global X S&P 500 Risk Manage the manager owns.