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 | 4,642 | $495 | — | — |
| Q3 2025 | 4,716 | $493 | — | — |
| Q2 2025 | 4,740 | $452 | — | — |
| Q1 2025 | 4,907 | $394 | — | — |
| Q4 2024 | 4,170 | $367 | — | — |
| Q3 2024 | 4,265 | $354 | — | — |
| Q2 2024 | 4,275 | $345 | — | — |
| Q1 2024 | 4,275 | $313 | — | — |
| Q4 2023 | 4,490 | $292 | — | — |
| Q3 2023 | 5,217 | $309 | — | — |
| Q2 2023 | 5,299 | $323 | — | — |
| Q1 2023 | 6,900 | $382 | — | — |
| Q1 2022 | 1,786 | $118 | — | — |