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 | 150,637 | $16,073 | — | — |
| Q3 2025 | 154,201 | $16,116 | — | — |
| Q2 2025 | 165,223 | $15,749 | — | — |
| Q1 2025 | 196,195 | $15,768 | — | — |
| Q4 2024 | 203,288 | $17,869 | — | — |
| Q3 2024 | 207,350 | $17,198 | — | — |
| Q2 2024 | 204,532 | $16,389 | — | — |
| Q1 2024 | 129,408 | $9,466 | — | — |
| Q4 2023 | 60,222 | $3,918 | — | — |
| Q3 2023 | 59,279 | $3,514 | — | — |
| Q2 2023 | 4,697 | $287 | — | — |
| Q1 2023 | 4,681 | $259 | — | — |
| Q4 2022 | 4,669 | $237 | — | — |