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 | 219,665 | $23,438 | — | — |
| Q3 2025 | 219,521 | $22,942 | — | — |
| Q2 2025 | 221,879 | $21,149 | — | — |
| Q1 2025 | 121,903 | $9,797 | — | — |
| Q4 2024 | 100,194 | $8,807 | — | — |
| Q3 2024 | 98,134 | $8,139 | — | — |
| Q2 2024 | 97,680 | $7,827 | — | — |
| Q1 2024 | 76,114 | $5,568 | — | — |
| Q4 2023 | 67,717 | $4,406 | — | — |
| Q3 2023 | 64,422 | $3,726 | — | — |
| Q2 2023 | 64,337 | $3,928 | — | — |