CHARTER RESEARCH & INVESTMENT GROUP, INC. SPSM Holdings History
CHARTER RESEARCH & INVESTMENT GROUP, INC.'s SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, CHARTER RESEARCH & INVESTMENT GROUP, INC. held 40,340.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $1.64 Mil. This investment constitutes 1.26% of their stock portfolio, and CHARTER RESEARCH & INVESTMENT GROUP, INC. now holds 0.01% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2023Q4. And since then CHARTER RESEARCH & INVESTMENT GROUP, INC. has made 5 purchases of SPSM, at an average price of $43.28, for a total of 40,340.00 shares. Based on historical transaction data and SPSM's current price of $43.96, CHARTER RESEARCH & INVESTMENT GROUP, INC.'s estimated gain on his SPSM holdings is $27,537.15, reflecting a 1.58% gain to date.
CHARTER RESEARCH & INVESTMENT GROUP, INC. SPSM ($43.96) Holding Chart
CHARTER RESEARCH & INVESTMENT GROUP, INC. SPSM ($43.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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