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 | 4,333 | $462 | — | — |
| Q3 2025 | 4,438 | $464 | — | — |
| Q2 2025 | 4,432 | $422 | — | — |
| Q1 2025 | 4,431 | $356 | — | — |
| Q4 2024 | 5,024 | $442 | — | — |
| Q3 2024 | 5,023 | $417 | — | — |
| Q2 2024 | 5,023 | $402 | — | — |
| Q1 2024 | 5,022 | $367 | — | — |
| Q1 2023 | 1,076 | $60 | — | — |
| Q4 2022 | 1,075 | $54 | — | — |
| Q3 2022 | 1,074 | $57 | — | — |
| Q2 2022 | 1,073 | $58 | — | — |
| Q1 2022 | 1,072 | $71 | — | — |
| Q4 2021 | 3,102 | $225 | — | — |
| Q3 2021 | 2,450 | $157 | — | — |
| Q2 2021 | 3,100 | $195 | — | — |
| Q1 2021 | 3,098 | $175 | — | — |
| Q4 2020 | 3,097 | $171 | — | — |