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 | 2,304 | $246 | — | — |
| Q3 2025 | 2,001 | $209 | — | — |
| Q2 2025 | 2,150 | $205 | — | — |
| Q2 2024 | 3,845 | $0 | — | — |
| Q1 2024 | 4,083 | $0 | — | — |
| Q4 2023 | 4,268 | $0 | — | — |
| Q2 2023 | 4,311 | $0 | — | — |