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 | 2,571 | $274 | — | — |
| Q3 2025 | 190,786 | $19,939 | — | — |
| Q2 2025 | 192,880 | $18,385 | — | — |
| Q1 2025 | 7,032 | $565 | — | — |
| Q3 2024 | 7,887 | $654 | — | — |
| Q2 2024 | 497,136 | $39,836 | — | — |
| Q1 2024 | 670,433 | $49,042 | — | — |
| Q4 2023 | 611,568 | $39,789 | — | — |
| Q3 2023 | 565,687 | $33,534 | — | — |
| Q2 2023 | 160 | $10 | — | — |
| Q1 2023 | 368 | $20 | — | — |
| Q4 2022 | 146 | $0 | — | — |
| Q1 2022 | 15,490 | $1,026 | — | — |