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 | 8,868 | $946 | — | — |
| Q3 2025 | 3,071 | $321 | — | — |
| Q2 2025 | 3,151 | $300 | — | — |
| Q1 2025 | 3,155 | $254 | — | — |
| Q4 2024 | 3,167 | $278 | — | — |
| Q3 2024 | 3,839 | $318 | — | — |
| Q2 2024 | 3,874 | $310 | — | — |
| Q1 2024 | 3,987 | $292 | — | — |
| Q4 2023 | 4,157 | $270 | — | — |
| Q3 2023 | 4,270 | $253 | — | — |
| Q2 2023 | 4,310 | $263 | — | — |
| Q1 2023 | 4,308 | $238 | — | — |
| Q4 2022 | 4,503 | $228 | — | — |
| Q3 2022 | 4,517 | $226 | — | — |
| Q2 2022 | 4,518 | $236 | — | — |
| Q1 2022 | 4,433 | $293 | — | — |
| Q4 2021 | 4,433 | $321 | — | — |
| Q3 2021 | 4,805 | $308 | — | — |
| Q2 2021 | 4,903 | $309 | — | — |
| Q1 2021 | 5,225 | $295 | — | — |
| Q4 2020 | 5,382 | $298 | — | — |