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 | 14,439 | $635 | — | — |
| Q2 2025 | 12,580 | $534 | — | — |
| Q1 2025 | 12,888 | $570 | — | — |
| Q4 2024 | 14,019 | $606 | — | — |
| Q3 2024 | 13,508 | $617 | — | — |
| Q2 2024 | 12,991 | $523 | — | — |
| Q1 2024 | 12,695 | $517 | — | — |
| Q4 2023 | 4,225 | $166 | — | — |
| Q3 2023 | 4,427 | $155 | — | — |
| Q2 2023 | 4,112 | $152 | — | — |
| Q1 2023 | 3,495 | $133 | — | — |
| Q4 2022 | 1,530 | $61 | — | — |
| Q3 2022 | 1,539 | $55 | — | — |
| Q2 2022 | 1,861 | $74 | — | — |
| Q1 2022 | 1,664 | $73 | — | — |
| Q4 2021 | 1,758 | $74 | — | — |