Rialto Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 4,881 shares of SPDW stock, worth $211,249. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,881
Previous 4,869
0.25%
Holding current value
$211,249
Previous $178,000
10.67%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,162Shares Held
578MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio