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 | 307,526 | $32,991 | — | — |
| Q3 2025 | 281,014 | $30,518 | — | — |
| Q2 2025 | 264,533 | $26,530 | — | — |
| Q1 2025 | 221,056 | $18,124 | — | — |
| Q4 2024 | 161,887 | $14,170 | — | — |
| Q3 2024 | 145,978 | $12,385 | — | — |
| Q2 2024 | 119,367 | $9,933 | — | — |
| Q1 2024 | 234,225 | $17,162 | — | — |