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 | 374,844 | $39,996 | — | — |
| Q3 2025 | 368,769 | $38,540 | — | — |
| Q2 2025 | 356,247 | $33,957 | — | — |
| Q1 2025 | 339,486 | $27,284 | — | — |
| Q4 2024 | 338,471 | $29,752 | — | — |
| Q3 2024 | 333,112 | $27,548 | — | — |
| Q2 2024 | 313,961 | $25,158 | — | — |
| Q1 2024 | 321,610 | $23,526 | — | — |
| Q4 2023 | 326,130 | $21,218 | — | — |
| Q2 2023 | 327,182 | $19,961 | — | — |
| Q1 2023 | 312,663 | $17,309 | — | — |
| Q4 2022 | 305,843 | $16,497 | — | — |