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 | 344,627 | $37,254 | — | — |
| Q3 2025 | 369,186 | $38,584 | — | — |
| Q2 2025 | 371,449 | $35,406 | — | — |
| Q1 2025 | 371,768 | $29,879 | — | — |
| Q4 2024 | 376,472 | $33,092 | — | — |
| Q3 2024 | 388,550 | $32,226 | — | — |
| Q2 2024 | 396,869 | $31,801 | — | — |
| Q1 2024 | 391,212 | $28,617 | — | — |
| Q4 2023 | 397,395 | $25,855 | — | — |
| Q3 2023 | 399,764 | $23,698 | — | — |
| Q2 2023 | 397,298 | $24,239 | — | — |
| Q1 2023 | 397,713 | $22,017 | — | — |
| Q4 2022 | 393,267 | $19,927 | — | — |
| Q3 2022 | 350,381 | $17,554 | — | — |
| Q2 2022 | 339,380 | $17,743 | — | — |
| Q1 2022 | 325,153 | $21,528 | — | — |
| Q4 2021 | 312,177 | $20,529 | — | — |
| Q3 2021 | 290,527 | $18,600 | — | — |
| Q2 2021 | 310,421 | $19,547 | — | — |