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 | 3,884 | $415 | — | — |
| Q3 2025 | 4,228 | $445 | — | — |
| Q2 2025 | 5,285 | $508 | — | — |
| Q1 2025 | 5,276 | $384 | — | — |
| Q4 2024 | 5,417 | $484 | — | — |
| Q3 2024 | 5,556 | $460 | — | — |
| Q2 2024 | 5,596 | $464 | — | — |
| Q1 2024 | 5,579 | $401 | — | — |
| Q4 2023 | 8,018 | $507 | — | — |
| Q3 2023 | 8,756 | $519 | — | — |
| Q2 2023 | 9,974 | $609 | — | — |
| Q1 2023 | 12,755 | $707 | — | — |
| Q4 2022 | 13,337 | $669 | — | — |
| Q3 2022 | 13,516 | $715 | — | — |
| Q2 2022 | 13,961 | $735 | — | — |
| Q1 2022 | 14,143 | $953 | — | — |
| Q4 2021 | 14,348 | $1,039 | — | — |
| Q3 2021 | 15,396 | $976 | — | — |
| Q2 2021 | 15,126 | $968 | — | — |
| Q1 2021 | 16,245 | $977 | — | — |
| Q4 2020 | 15,233 | $861 | — | — |