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 | 5,356 | $571 | — | — |
| Q3 2025 | 5,338 | $558 | — | — |
| Q2 2025 | 5,365 | $511 | — | — |
| Q1 2025 | 5,368 | $431 | — | — |
| Q4 2024 | 5,332 | $469 | — | — |
| Q3 2024 | 5,259 | $436 | — | — |
| Q2 2024 | 5,190 | $416 | — | — |
| Q1 2024 | 5,284 | $387 | — | — |
| Q4 2023 | 5,331 | $347 | — | — |
| Q3 2023 | 4,856 | $288 | — | — |
| Q2 2023 | 4,856 | $296 | — | — |
| Q1 2023 | 4,829 | $267 | — | — |
| Q4 2022 | 4,751 | $241 | — | — |
| Q3 2022 | 4,622 | $232 | — | — |
| Q2 2022 | 4,570 | $239 | — | — |
| Q1 2022 | 4,485 | $297 | — | — |
| Q4 2021 | 4,306 | $312 | — | — |