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 | 5,469 | $584 | — | — |
| Q3 2025 | 6,141 | $642 | — | — |
| Q1 2025 | 6,529 | $525 | — | — |
| Q4 2024 | 5,830 | $512 | — | — |
| Q3 2024 | 6,725 | $558 | — | — |
| Q2 2024 | 6,725 | $539 | — | — |
| Q1 2024 | 6,919 | $506 | — | — |
| Q4 2023 | 6,888 | $448 | — | — |
| Q3 2023 | 6,888 | $408 | — | — |
| Q2 2023 | 6,888 | $420 | — | — |