Rialto Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Rialto Wealth Management, LLC
- $363 Million
- Q3 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 367,020 shares of SPTM stock, worth $29.8 Million. This represents 8.16% of its overall portfolio holdings.
Number of Shares
367,020
Previous 364,072
0.81%
Holding current value
$29.8 Million
Previous $27.3 Million
8.56%
% of portfolio
8.16%
Previous 7.96%
Shares
4 transactions
Others Institutions Holding SPTM
# of Institutions
759Shares Held
98.3MCall Options Held
46.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.27MShares$671 Million0.21% of portfolio
-
Cwm, LLC3.13MShares$254 Million0.76% of portfolio
-
Creative Planning Overland Park, KS3.02MShares$245 Million0.19% of portfolio
-
Private Advisor Group, LLC2.85MShares$231 Million1.22% of portfolio
-
Valmark Advisers, Inc.2.82MShares$229 Million2.99% of portfolio