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 | 3,436 | $367 | — | — |
| Q3 2025 | 6,941 | $725 | — | — |
| Q1 2025 | 5,492 | $441 | — | — |
| Q4 2024 | 19,178 | $1,686 | — | — |
| Q2 2024 | 3,068 | $246 | — | — |
| Q1 2024 | 5,862 | $429 | — | — |
| Q4 2023 | 3,841 | $250 | — | — |
| Q3 2023 | 4,559 | $270 | — | — |
| Q1 2023 | 4,150 | $230 | — | — |
| Q4 2021 | 3,016 | $219 | — | — |
| Q4 2020 | 5,350 | $296 | — | — |
| Q2 2020 | 4,573 | $205 | — | — |
| Q4 2019 | 30,509 | $1,279 | — | — |
| Q3 2018 | 5,830 | $223 | — | — |