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 | 346,339 | $36,954 | — | — |
| Q3 2025 | 337,284 | $35,250 | — | — |
| Q2 2025 | 351,980 | $33,551 | — | — |
| Q1 2025 | 337,910 | $27,158 | — | — |
| Q4 2024 | 329,708 | $28,981 | — | — |
| Q3 2024 | 300,763 | $24,945 | — | — |
| Q2 2024 | 280,123 | $22,446 | — | — |
| Q1 2024 | 269,010 | $19,710 | — | — |
| Q4 2023 | 247,846 | $16,125 | — | — |
| Q3 2023 | 230,410 | $13,659 | — | — |
| Q2 2023 | 216,172 | $13,189 | — | — |
| Q1 2023 | 206,248 | $11,418 | — | — |
| Q4 2022 | 23,772 | $1,205 | — | — |
| Q3 2022 | 22,174 | $1,111 | — | — |
| Q2 2022 | 22,174 | $1,159 | — | — |