Rialto Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Rialto Wealth Management, LLC
- $384 Million
- Q4 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 409,387 shares of SPTM stock, worth $33.2 Million. This represents 8.65% of its overall portfolio holdings.
Number of Shares
409,387
Previous 367,020
11.54%
Holding current value
$33.2 Million
Previous $29.6 Million
12.26%
% of portfolio
8.65%
Previous 8.16%
Shares
5 transactions
Others Institutions Holding SPTM
# of Institutions
768Shares Held
98.4MCall 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