Creative Planning »

SM Energy shares owned by Creative Planning

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SM Energy by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.0k 25 40.00
2012-09-30 $1.0k 25 40.00
2012-06-30 $1.0k 25 40.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding SM Energy

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Pacer Advisors
Jpmorgan Chase & Co
American Century Companies
Geode Capital Management
Westwood Holdings
Macquarie Group
First Trust Advisors
River Road Asset Management
Goldman Sachs Group
Voloridge Investment Management
Northern Trust

View all funds holding SM Energy