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 | 6,346 | $677 | — | — |
| Q3 2025 | 6,844 | $715 | — | — |
| Q2 2025 | 6,838 | $675 | — | — |
| Q1 2025 | 9,967 | $801 | — | — |
| Q4 2024 | 9,377 | $824 | — | — |
| Q3 2024 | 5,628 | $467 | — | — |
| Q2 2024 | 4,767 | $382 | — | — |
| Q1 2024 | 4,219 | $309 | — | — |
| Q4 2023 | 545,981 | $35,522 | — | — |
| Q3 2023 | 539,957 | $32,009 | — | — |
| Q2 2023 | 538,382 | $32,847 | — | — |
| Q1 2023 | 543,530 | $30,090 | — | — |
| Q4 2022 | 532,692 | $26,991 | — | — |
| Q3 2022 | 532,130 | $26,660 | — | — |
| Q2 2022 | 725,778 | $37,944 | — | — |
| Q1 2022 | 723,900 | $47,929 | — | — |
| Q4 2021 | 721,755 | $52,306 | — | — |
| Q3 2021 | 720,514 | $46,127 | — | — |