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 | 4,110 | $439 | — | — |
| Q3 2025 | 4,005 | $419 | — | — |
| Q2 2025 | 3,915 | $373 | — | — |
| Q1 2025 | 3,862 | $310 | — | — |
| Q4 2024 | 3,653 | $321 | — | — |
| Q3 2024 | 3,361 | $279 | — | — |
| Q2 2024 | 3,362 | $269 | — | — |
| Q1 2024 | 3,316 | $243 | — | — |
| Q4 2023 | 3,255 | $212 | — | — |
| Q1 2022 | 3,251 | $215 | — | — |
| Q4 2021 | 3,251 | $236 | — | — |
| Q4 2020 | 5,095 | $282 | — | — |
| Q3 2020 | 5,095 | $255 | — | — |
| Q2 2020 | 5,895 | $265 | — | — |
| Q1 2020 | 5,895 | $211 | — | — |
| Q4 2019 | 5,895 | $247 | — | — |
| Q3 2019 | 5,894 | $229 | — | — |
| Q2 2019 | 5,680 | $220 | — | — |
| Q1 2019 | 5,680 | $215 | — | — |