CRIG
SPSM icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charter Research & Investment Group's SPSM Position: Q1 2026 in Review

Charter Research & Investment Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.34% in Q1 2026, buying an estimated $7.33K and bringing the position to 43,541 shares worth $2.1M. The position accounts for 1.4% of the portfolio, ranked #20.

Charter Research & Investment Group first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 1,003 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Charter Research & Investment Group held 43,541 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.1M as of Q1 2026.
  • Charter Research & Investment Group bought 148 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $7.33K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.4% of Charter Research & Investment Group's portfolio in Q1 2026, its #20 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 10 quarters since.
  • 1,003 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.