Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 3,042 | $244 | — | — |
| Q4 2024 | 2,973 | $261 | — | — |
| Q3 2024 | 2,524 | $209 | — | — |
| Q2 2024 | 3,216 | $258 | — | — |
| Q3 2023 | 3,914 | $232 | — | — |
| Q2 2023 | 4,608 | $281 | — | — |
| Q1 2023 | 4,432 | $245 | — | — |