Global Wealth Strategies & Associates »

SM Energy shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $29k 755 38.71
2023-09-30 $30k 752 39.64
2023-06-30 $24k 749 31.62
2023-03-31 $21k 745 28.15

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

Top funds holding SM Energy

Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
River Road Asset Management
Charles Schwab Investment Management
Aventail Capital Group
Goldman Sachs Group
Bank of New York Mellon
Congress Asset Management
William Blair Investment Management
Palisade Capital Management
Channing Capital Management
Allspring Global Investments Holdings
D. E. Shaw & Co
Jennifer Ranahan

View all funds holding SM Energy