RWM
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Rialto Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Rialto Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.97M Buy
8,036
+17
+0.2% +$10.5K 1.39% 17
2025
Q1 		$4.49M Hold
8,019
– – 1.41% 17
2024
Q4 		$4.7M Buy
+8,019
New +$4.7M 1.55% 14