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Charter Research & Investment Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Charter Research & Investment Group’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5M Sell
43,376
-165
-0.4% -$8.81K 1.52% 19
2026
Q1 		$2.1M Buy
43,541
+148
+0.3% +$7.33K 1.4% 20
2025
Q4 		$2.03M Buy
43,393
+1,092
+3% +$50.9K 1.36% 20
2025
Q3 		$1.96M Buy
42,301
+2,496
+6% +$112K 1.36% 21
2025
Q2 		$1.7M Sell
39,805
-535
-1% -$21.6K 1.27% 25
2025
Q1 		$1.64M Buy
40,340
+33,360
+478% +$1.47M 1.26% 24
2024
Q4 		$314K Buy
6,980
+385
+6% +$17.9K 0.24% 67
2024
Q3 		$300K Buy
6,595
+1,435
+28% +$63K 0.22% 69
2024
Q2 		$214K Hold
5,160
– – 0.17% 77
2024
Q1 		$222K Buy
5,160
+250
+5% +$10.3K 0.18% 78
2023
Q4 		$207K Buy
+4,910
New +$185K 0.17% 83

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charter Research & Investment Group's SPSM Position: Q2 2026 in Review

Charter Research & Investment Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.38% in Q2 2026, selling an estimated $8.81K and leaving 43,376 shares worth $2.5M. The position accounts for 1.52% of the portfolio, ranked #19.

Charter Research & Investment Group first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,056 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Charter Research & Investment Group held 43,376 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.5M as of Q2 2026.
  • Charter Research & Investment Group sold 165 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.81K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.52% of Charter Research & Investment Group's portfolio in Q2 2026, its #19 holding.
  • Charter Research & Investment Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,056 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.