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 | 89,660 | $9,567 | — | — |
| Q3 2025 | 93,149 | $9,735 | — | — |
| Q2 2025 | 95,571 | $9,110 | — | — |
| Q1 2025 | 108,461 | $8,717 | — | — |
| Q4 2024 | 105,549 | $9,278 | — | — |
| Q3 2024 | 104,291 | $8,650 | — | — |
| Q2 2024 | 104,703 | $8,390 | — | — |
| Q1 2024 | 105,438 | $7,713 | — | — |
| Q4 2023 | 107,243 | $6,977 | — | — |