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 | 303,626 | $32,397 | — | — |
| Q3 2025 | 391,209 | $40,885 | — | — |
| Q2 2025 | 464,484 | $44,275 | — | — |
| Q1 2025 | 441,402 | $35,476 | — | — |
| Q4 2024 | 425,980 | $37,444 | — | — |
| Q3 2024 | 400,798 | $33,242 | — | — |
| Q2 2024 | 376,602 | $30,177 | — | — |
| Q1 2024 | 345,408 | $25,267 | — | — |