Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 1,334 | $139 | — | — |
| Q2 2025 | 1,332 | $127 | — | — |
| Q1 2025 | 1,330 | $107 | — | — |
| Q4 2024 | 1,328 | $117 | — | — |
| Q3 2024 | 1,326 | $110 | — | — |
| Q4 2023 | 1,020 | $66 | — | — |