Rialto Wealth Management, LLC Utilities Sector Spdr Transaction History

Rialto Wealth Management, LLC

  • $384 Million
  • Q4 2025

A detailed history of Rialto Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 4,767 shares of XLU stock, worth $423,118. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,767
Previous 2,563 85.99%
Holding current value
$423,118
Previous $223,000 89.69%
% of portfolio
0.11%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$87.89 - $92.9 $193,709 - $204,751
2,204 Added 85.99%
4,767 $423,000
Q3 2025

Nov 07, 2025
SELL
$81.14 - $87.32 $1,785 - $1,921
-22 Reduced 0.85%
2,563 $223,000
Q2 2025

Aug 06, 2025
SELL
$73.09 - $82.77 $56,937 - $64,477
-779 Reduced 23.16%
2,585 $211,000
Q1 2025

Apr 10, 2025
SELL
$74.7 - $80.27 $53,784 - $57,794
-720 Reduced 17.63%
3,364 $262,000
Q4 2024

Feb 07, 2025
BUY
$74.89 - $82.93 $305,850 - $338,686
4,084 New
4,084 $309 Million

Others Institutions Holding XLU

# of Institutions
1,680
Shares Held
167M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Rialto Wealth Management, LLC Portfolio

Follow Rialto Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rialto Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rialto Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email