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 | 3,762 | $401 | — | — |
| Q3 2025 | 3,064 | $320 | — | — |
| Q2 2025 | 2,577 | $246 | — | — |
| Q1 2025 | 2,547 | $205 | — | — |
| Q4 2024 | 2,548 | $224 | — | — |
| Q3 2024 | 4,485 | $372 | — | — |
| Q2 2024 | 3,348 | $268 | — | — |
| Q4 2023 | 4,287 | $279 | — | — |
| Q3 2023 | 4,486 | $266 | — | — |
| Q2 2023 | 4,454 | $272 | — | — |
| Q1 2023 | 4,741 | $262 | — | — |