Stordahl Capital Management, Inc. Energy Sector Spdr Transaction History

Stordahl Capital Management, Inc.

$423 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 22, 2019	SELL	N/A	-3,254 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	3,254 New	3,254 $219,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.65 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.49 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$701 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$680 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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