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SM Energy shares owned by USA Financial Portformulas

Quarter-by-quarter ownership of SM Energy (SM) shares owned by USA Financial Portformulas from 13F filings

Historical chart of USA Financial Portformulas investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by USA Financial Portformulas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-12-31 $785 42 18.69
2022-06-30 $65k 1.9k 34.36
2022-03-31 $29k 747 38.82

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iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Healthcare ETF Us Hlthcare Etf (IYH)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)
Micron Technology (MU)

View all positions for USA Financial Portformulas

Top funds holding SM Energy

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Jpmorgan Chase & Co
Geode Capital Management
Alyeska Investment Group
Point72 Asset Management
Charles Schwab Investment Management
Northern Trust
Palisade Capital Management
Sagefield Capital
Balyasny Asset Management
Fisher Investments

View all funds holding SM Energy