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 | 4,871 | $216 | — | — |
| Q4 2024 | 4,857 | $210 | — | — |
| Q3 2024 | 5,417 | $247 | — | — |
| Q2 2024 | 5,396 | $217 | — | — |
| Q1 2024 | 8,231 | $335 | — | — |
| Q4 2023 | 8,893 | $338 | — | — |
| Q3 2023 | 8,893 | $338 | — | — |
| Q2 2023 | 9,068 | $336 | — | — |
| Q1 2023 | 8,998 | $343 | — | — |