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 | 5,251 | $565 | — | — |
| Q3 2025 | 5,773 | $607 | — | — |
| Q2 2025 | 5,773 | $569 | — | — |
| Q1 2025 | 5,741 | $461 | — | — |
| Q4 2024 | 6,057 | $532 | — | — |
| Q3 2024 | 5,831 | $484 | — | — |
| Q2 2024 | 6,337 | $508 | — | — |