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 | 136,638 | $14,579 | — | — |
| Q3 2025 | 157,002 | $16,408 | — | — |
| Q2 2025 | 151,573 | $14,448 | — | — |
| Q1 2025 | 121,017 | $9,726 | — | — |
| Q4 2024 | 150,172 | $13,200 | — | — |
| Q3 2024 | 153,941 | $12,768 | — | — |
| Q2 2024 | 165,518 | $13,263 | — | — |
| Q1 2024 | 162,586 | $11,893 | — | — |
| Q4 2023 | 91,413 | $5,947 | — | — |
| Q3 2023 | 67,988 | $4,030 | — | — |
| Q2 2023 | 18,765 | $1,145 | — | — |