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 | 324,838 | $34,660 | — | — |
| Q3 2025 | 321,743 | $33,625 | — | — |
| Q2 2025 | 292,109 | $27,844 | — | — |
| Q1 2025 | 291,703 | $23,444 | — | — |
| Q4 2024 | 284,896 | $25,042 | — | — |
| Q3 2024 | 280,505 | $23,265 | — | — |
| Q2 2024 | 264,870 | $21,224 | — | — |
| Q1 2024 | 265,027 | $19,387 | — | — |
| Q4 2023 | 254,207 | $16,539 | — | — |
| Q3 2023 | 155,023 | $9,190 | — | — |
| Q2 2023 | 144,285 | $8,803 | — | — |
| Q1 2023 | 133,998 | $7,418 | — | — |
| Q4 2022 | 125,754 | $6,372 | — | — |
| Q3 2022 | 109,682 | $5,495 | — | — |
| Q2 2022 | 95,493 | $4,996 | — | — |
| Q1 2022 | 82,546 | $5,465 | — | — |
| Q4 2021 | 67,421 | $4,886 | — | — |
| Q3 2021 | 30,733 | $1,968 | — | — |
| Q2 2021 | 25,696 | $1,618 | — | — |
| Q1 2021 | 22,766 | $1,284 | — | — |
| Q4 2020 | 19,233 | $1,063 | — | — |