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

Charter Research & Investment Group, Inc.

$127 Million
Q2 2024

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 5,160 shares of SPSM stock, worth $250,208. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,160

Previous 5,160 -0.0%

Holding current value

$250,208

Previous $222,000 3.6%

% of portfolio

0.17%

Previous 0.18%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

868

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

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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