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 | 315,806 | $33,696 | — | — |
| Q3 2025 | 314,417 | $32,860 | — | — |
| Q2 2025 | 317,740 | $30,287 | — | — |
| Q1 2025 | 313,205 | $25,172 | — | — |
| Q4 2024 | 308,993 | $27,160 | — | — |
| Q3 2024 | 313,013 | $25,961 | — | — |
| Q2 2024 | 312,994 | $25,080 | — | — |
| Q1 2024 | 318,942 | $23,331 | — | — |
| Q4 2023 | 313,194 | $20,376 | — | — |
| Q3 2023 | 309,069 | $18,322 | — | — |
| Q2 2023 | 242,541 | $14,797 | — | — |
| Q1 2023 | 246,001 | $13,619 | — | — |
| Q4 2022 | 235,619 | $11,939 | — | — |
| Q3 2022 | 219,788 | $11,011 | — | — |
| Q2 2022 | 112,180 | $10,282 | — | — |
| Q1 2022 | 226,707 | $13,016 | — | — |
| Q1 2020 | 184,285 | $6,586 | — | — |
| Q4 2019 | 174,679 | $7,321 | — | — |