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 | 198,607 | $21,191 | — | — |
| Q3 2025 | 202,043 | $21,116 | — | — |
| Q2 2025 | 218,219 | $20,801 | — | — |
| Q1 2025 | 226,544 | $18,207 | — | — |
| Q4 2024 | 207,012 | $18,196 | — | — |
| Q3 2024 | 210,564 | $17,464 | — | — |
| Q2 2024 | 211,431 | $16,942 | — | — |
| Q1 2024 | 220,504 | $16,130 | — | — |
| Q4 2023 | 224,737 | $14,621 | — | — |