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 | 6,175 | $659 | — | — |
| Q3 2025 | 7,729 | $808 | — | — |
| Q2 2025 | 9,975 | $951 | — | — |
| Q1 2025 | 13,657 | $1,098 | — | — |
| Q4 2024 | 14,411 | $1,267 | — | — |
| Q3 2024 | 15,182 | $1,259 | — | — |
| Q2 2024 | 16,191 | $1,297 | — | — |
| Q1 2024 | 16,650 | $1,218 | — | — |
| Q4 2023 | 18,735 | $1,219 | — | — |
| Q3 2023 | 19,535 | $1,158 | — | — |
| Q2 2023 | 26,904 | $1,641 | — | — |
| Q1 2023 | 24,481 | $1,355 | — | — |
| Q4 2022 | 28,914 | $1,465 | — | — |
| Q3 2022 | 28,123 | $1,409 | — | — |
| Q2 2022 | 20,870 | $1,091 | — | — |
| Q1 2022 | 28,999 | $1,920 | — | — |