Rialto Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 364,072 shares of SPTM stock, worth $29.1 Million. This represents 7.96% of its overall portfolio holdings.
Number of Shares
364,072
Previous 328,368
10.87%
Holding current value
$29.1 Million
Previous $22.2 Million
22.85%
% of portfolio
7.96%
Previous 7.23%
Shares
3 transactions
Others Institutions Holding SPTM
# of Institutions
731Shares Held
95MCall Options Held
24.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.12MShares$649 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$250 Million0.76% of portfolio
-
Creative Planning Overland Park, KS2.97MShares$237 Million0.19% of portfolio
-
Private Advisor Group, LLC2.88MShares$230 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.74MShares$219 Million2.9% of portfolio