Rialto Wealth Management, LLC Spdr Portfolio Transaction History

Rialto Wealth Management, LLC

$342 Million
Q2 2025

A detailed history of Rialto Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 4,102 shares of SPMD stock, worth $231,311. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,102

Holding current value

$231,311

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$44.89 - $54.38 $184,138 - $223,066	4,102 New	4,102 $223,000

Others Institutions Holding SPMD

# of Institutions

788

Shares Held

224M

Call Options Held

11.2K

Put Options Held

Creative Planning Overland Park, KS

83.1M
Shares

$4.68 Billion
3.89% of portfolio
Betterment LLC New York, NY

19.2M
Shares

$1.08 Billion
2.22% of portfolio
Lpl Financial LLC Fort Mill, SC

12.7M
Shares

$714 Million
0.24% of portfolio
Valmark Advisers, Inc.

6.64M
Shares

$375 Million
5.11% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$324 Million
10.91% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

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Rialto Wealth Management, LLC Spdr Portfolio Transaction History