Charter Research & Investment Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Charter Research & Investment Group, Inc.

$134 Million
Q2 2025

A detailed history of Charter Research & Investment Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Charter Research & Investment Group, Inc. holds 39,805 shares of SPSM stock, worth $1.72 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

39,805

Previous 40,340 1.33%

Holding current value

$1.72 Million

Previous $1.64 Million 3.1%

% of portfolio

1.27%

Previous 1.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$35.35 - $42.68 $18,912 - $22,833	-535 Reduced 1.33%	39,805 $1.7 Million
Q1 2025 May 12, 2025	BUY	$40.03 - $46.81 $1.34 Million - $1.56 Million	33,360 Added 477.94%	40,340 $1.64 Million
Q4 2024 Feb 12, 2025	BUY	$44.33 - $49.55 $17,067 - $19,076	385 Added 5.84%	6,980 $313,000
Q3 2024 Nov 12, 2024	BUY	$41.02 - $46.01 $58,863 - $66,024	1,435 Added 27.81%	6,595 $300,000
Q1 2024 May 13, 2024	BUY	$39.85 - $43.04 $9,962 - $10,760	250 Added 5.09%	5,160 $222,000
Q4 2023 Feb 12, 2024	BUY	$34.3 - $42.83 $168,413 - $210,295	4,910 New	4,910 $207,000

Others Institutions Holding SPSM

# of Institutions

976

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Charter Research & Investment Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History