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

Charter Research & Investment Group, Inc.

$131 Million
Q4 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 6,980 shares of SPSM stock, worth $283,388. This represents 0.24% of its overall portfolio holdings.

Number of Shares

6,980

Previous 6,595 5.84%

Holding current value

$283,388

Previous $300,000 4.33%

% of portfolio

0.24%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

978

Shares Held

217M

Call Options Held

94.2K

Put Options Held

14.4K

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