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 | 7,787 | $831 | — | — |
| Q3 2025 | 8,589 | $898 | — | — |
| Q2 2025 | 9,045 | $862 | — | — |
| Q1 2025 | 9,648 | $775 | — | — |
| Q3 2024 | 10,759 | $892 | — | — |
| Q2 2024 | 7,443 | $596 | — | — |
| Q1 2024 | 7,296 | $534 | — | — |
| Q4 2023 | 7,905 | $514 | — | — |
| Q3 2023 | 24,137 | $1,431 | — | — |
| Q2 2023 | 22,898 | $1,397 | — | — |
| Q1 2023 | 8,634 | $6,008 | — | — |
| Q4 2022 | 19,726 | $999 | — | — |
| Q3 2022 | 17,860 | $894 | — | — |
| Q2 2022 | 14,411 | $753 | — | — |
| Q1 2022 | 11,305 | $748 | — | — |
| Q4 2021 | 9,709 | $703 | — | — |
| Q3 2021 | 9,886 | $632 | — | — |
| Q2 2021 | 9,840 | $619 | — | — |
| Q1 2021 | 11,338 | $638 | — | — |
| Q4 2020 | 263,355 | $14,560 | — | — |