Stordahl Capital Management, Inc. Energy Sector Spdr Transaction History

Stordahl Capital Management, Inc.

$400 Million
Q2 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

2,063

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.73 Billion
0.34% of portfolio
Morgan Stanley New York, NY

17.6M
Shares

$1.6 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

11.8M
Shares

$1.07 Billion
0.26% of portfolio
Goldman Sachs Group Inc New York, NY

8.31M
Shares

$754 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$734 Million
0.38% of portfolio

About ENERGY SECTOR SPDR

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