Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 12,215 | $541 | — | — |
| Q4 2024 | 16,400 | $709 | — | — |
| Q3 2024 | 17,280 | $789 | — | — |
| Q2 2024 | 17,295 | $696 | — | — |
| Q1 2024 | 17,910 | $729 | — | — |
| Q4 2023 | 18,765 | $735 | — | — |
| Q3 2023 | 21,555 | $756 | — | — |
| Q2 2023 | 25,423 | $943 | — | — |
| Q1 2023 | 28,683 | $1,090 | — | — |
| Q4 2022 | 34,575 | $1,368 | — | — |
| Q3 2022 | 52,558 | $1,864 | — | — |
| Q2 2022 | 55,990 | $2,235 | — | — |
| Q1 2022 | 63,430 | $2,788 | — | — |
| Q4 2021 | 126,260 | $5,309 | — | — |
| Q3 2021 | 112,087 | $4,385 | — | — |
| Q2 2021 | 18,095 | $725 | — | — |