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 | 3,513 | $375 | — | — |
| Q3 2025 | 3,624 | $379 | — | — |
| Q2 2025 | 3,047 | $290 | — | — |
| Q1 2025 | 3,065 | $246 | — | — |
| Q4 2024 | 3,087 | $271 | — | — |
| Q3 2024 | 3,089 | $256 | — | — |
| Q2 2024 | 3,087 | $247 | — | — |
| Q1 2022 | 3,461 | $229 | — | — |
| Q4 2021 | 3,432 | $249 | — | — |
| Q3 2021 | 3,876 | $248 | — | — |
| Q2 2021 | 3,876 | $244 | — | — |
| Q1 2021 | 4,278 | $241 | — | — |
| Q4 2020 | 5,062 | $280 | — | — |
| Q3 2020 | 34,113 | $1,709 | — | — |
| Q2 2020 | 36,789 | $1,653 | — | — |