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 | 2,687,977 | $286,807 | — | — |
| Q3 2025 | 2,565,787 | $268,150 | — | — |
| Q2 2025 | 2,441,746 | $232,747 | — | — |
| Q1 2025 | 2,338,521 | $187,947 | — | — |
| Q4 2024 | 2,392,985 | $210,343 | — | — |
| Q3 2024 | 2,357,397 | $195,522 | — | — |
| Q2 2024 | 2,305,384 | $184,730 | — | — |
| Q1 2024 | 2,243,033 | $164,078 | — | — |
| Q4 2023 | 2,340,371 | $152,265 | — | — |
| Q3 2023 | 2,270,571 | $134,599 | — | — |
| Q2 2023 | 2,212,518 | $134,986 | — | — |
| Q1 2023 | 2,201,179 | $121,857 | — | — |
| Q4 2022 | 1,972,346 | $99,939 | — | — |
| Q3 2022 | 1,882,649 | $94,321 | — | — |
| Q2 2022 | 1,734,179 | $90,663 | — | — |
| Q1 2022 | 1,615,519 | $106,964 | — | — |
| Q4 2021 | 1,572,806 | $113,981 | — | — |
| Q3 2021 | 1,482,687 | $94,922 | — | — |