Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 1,880 | $201 | — | — |
| Q3 2025 | 1,877 | $196 | — | — |
| Q2 2025 | 1,246 | $119 | — | — |
| Q1 2025 | 1,244 | $100 | — | — |
| Q4 2024 | 1,242 | $109 | — | — |
| Q4 2023 | 8,659 | $563 | — | — |
| Q3 2023 | 15,604 | $925 | — | — |
| Q1 2023 | 271 | $15 | — | — |
| Q4 2022 | 271 | $14 | — | — |
| Q3 2022 | 271 | $14 | — | — |
| Q2 2022 | 271 | $14 | — | — |
| Q1 2022 | 271 | $18 | — | — |
| Q4 2021 | 671 | $49 | — | — |