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 | 7,061 | $753 | — | — |
| Q3 2025 | 7,491 | $783 | — | — |
| Q2 2025 | 8,079 | $770 | — | — |
| Q1 2025 | 8,781 | $706 | — | — |
| Q4 2024 | 8,214 | $722 | — | — |
| Q3 2024 | 9,132 | $757 | — | — |
| Q2 2024 | 9,073 | $727 | — | — |
| Q1 2024 | 6,086 | $445 | — | — |
| Q4 2023 | 3,787 | $246 | — | — |
| Q3 2023 | 3,799 | $225 | — | — |
| Q2 2023 | 3,602 | $220 | — | — |
| Q3 2021 | 3,155 | $202 | — | — |
| Q2 2020 | 1,146 | $51 | — | — |
| Q1 2020 | 800 | $29 | — | — |
| Q4 2019 | 582 | $24 | — | — |