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 | 2,777 | $296 | — | — |
| Q3 2025 | 2,852 | $298 | — | — |
| Q2 2025 | 2,852 | $272 | — | — |
| Q1 2025 | 2,852 | $229 | — | — |
| Q4 2024 | 2,777 | $244 | — | — |
| Q3 2024 | 2,936 | $244 | — | — |
| Q2 2024 | 2,936 | $235 | — | — |
| Q1 2024 | 2,936 | $206 | — | — |
| Q4 2021 | 2,936 | $213 | — | — |
| Q4 2020 | 3,713 | $205 | — | — |