Charter Research & Investment Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Charter Research & Investment Group, Inc.
- $131 Million
- Q1 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 40,340 shares of SPSM stock, worth $1.66 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
40,340
Previous 6,980
477.94%
Holding current value
$1.66 Million
Previous $313,000
425.24%
% of portfolio
1.26%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding SPSM
# of Institutions
967Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$927 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$922 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$663 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$240 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$232 Million0.04% of portfolio