SEC 13F Intelligence

Stordahl Capital Management, Inc. / SPY

Stordahl Capital Management, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Stordahl Capital Management, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Yes — 22.0K shares worth $14M (+2.94% of its 13F portfolio) as of Q1 2026, down from 22.2K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
22.0K
% of Portfolio
+2.94%
Quarters Held
30
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $12MQ3 ’21: $11MQ4 ’21: $13MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $13MQ2 ’25: $14MQ3 ’25: $15MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.0K$14M+2.94%
Q4 202522.2K$15M+3.11%
Q3 202522.4K$15M+3.13%
Q2 202522.4K$14M+3.07%
Q1 202522.5K$13M+2.99%
Q4 202422.5K$13M+3.12%
Q3 202422.6K$13M+3.06%
Q2 202421.7K$12M+2.95%
Q1 202423.6K$12M+3.09%
Q4 202323.9K$11M+3.09%
Q3 202324.3K$10M+3.15%
Q2 202324.6K$11M+3.15%
Q1 202324.9K$10M+3.11%
Q4 202225.1K$10M+3.14%
Q3 202225.3K$9M+3.26%
Q2 202226.0K$10M+3.73%
Q1 202226.2K$12M+4.39%
Q4 202126.4K$13M+4.66%
Q3 202126.6K$11M+4.55%
Q2 202127.1K$12M+4.69%
Q1 202129.2K$12M+4.88%
Q4 202030.0K$11M+5.09%
Q3 202030.4K$10M+5.26%
Q2 202031.0K$10M+5.30%
Q1 202031.3K$8M+4.80%
Q4 201933.1K$11M+4.30%
Q3 201933.8K$10M+4.01%
Q2 201934.6K$10M+4.02%
Q1 201935.2K$10M+4.15%
Q4 201835.7K$9M+4.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stordahl Capital Management, Inc.’s full portfolio or all institutional holders of SPY.