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HRT Financial’s SM Energy SM Stock Holding History

HRT Financial’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,571
Closed -$285K – 3592
2025
Q2 		$285K Sell
11,571
-297,186
-96% -$7.2M ﹤0.01% 1872
2025
Q1 		$9.25M Buy
+308,757
New +$11.1M 0.06% 260
2024
Q3 		– Sell
-525,061
Closed -$22.7M – 3070
2024
Q2 		$22.7M Buy
+525,061
New +$25.8M 0.13% 115
2023
Q4 		– Sell
-357,756
Closed -$14.2M – 3010
2023
Q3 		$14.2M Buy
+357,756
New +$13.6M 0.14% 95
2023
Q1 		– Sell
-111,985
Closed -$3.9M – 3139
2022
Q4 		$3.9M Buy
+111,985
New +$4.66M 0.06% 334
2022
Q3 		– Sell
-39,997
Closed -$1.37M – 3445
2022
Q2 		$1.37M Buy
+39,997
New +$1.63M 0.02% 745
2022
Q1 		– Sell
-66,058
Closed -$1.95M – 3797
2021
Q4 		$1.95M Buy
+66,058
New +$2.06M 0.01% 673
2020
Q2 		– Sell
-14,173
Closed -$17K – 1734
2020
Q1 		$17K Buy
+14,173
New +$100K ﹤0.01% 677
2019
Q4 		– Sell
-27,488
Closed -$266K – 1597
2019
Q3 		$266K Buy
+27,488
New +$280K 0.01% 1005

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

HRT Financial's SM Position: Q3 2025 in Review

HRT Financial sold out of SM Energy (SM) in Q3 2025, closing a stake of 11,571 shares — an estimated $285K sold.

HRT Financial first reported a position in SM in Q3 2019 and held it in 9 quarters. The position peaked at $22.7M in Q2 2024. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.

  • HRT Financial reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
  • HRT Financial sold 11,571 SM Energy shares in Q3 2025, an estimated $285K.
  • HRT Financial first reported a position in SM Energy in Q3 2019 and held it in 9 quarters.
  • HRT Financial's SM Energy position peaked at $22.7M in Q2 2024.
  • 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.