Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 4,809 | $212 | — | — |
| Q2 2025 | 7,244 | $307 | — | — |
| Q4 2024 | 5,135 | $222 | — | — |
| Q3 2024 | 17,504 | $793 | — | — |
| Q2 2024 | 19,685 | $792 | — | — |
| Q1 2024 | 57,133 | $2,004 | — | — |
| Q4 2023 | 64,324 | $2,521 | — | — |
| Q3 2023 | 57,133 | $2,004 | — | — |
| Q2 2023 | 59,886 | $2,221 | — | — |
| Q1 2023 | 63,075 | $2,397 | — | — |
| Q4 2022 | 61,807 | $2,446 | — | — |
| Q3 2022 | 65,814 | $2,335 | — | — |
| Q2 2022 | 14,036 | $561 | — | — |
| Q1 2022 | 14,267 | $627 | — | — |
| Q4 2021 | 13,414 | $565 | — | — |
| Q3 2021 | 8,278 | $324 | — | — |
| Q2 2021 | 8,264 | $332 | — | — |
| Q1 2021 | 8,251 | $318 | — | — |