Hussman Strategic Advisors’s SM Energy SM Stock Holding History

Hussman Strategic Advisors’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 Q2	–	Sell	-42,000	Closed	-$1.26M	–	285
2025 Q1	$1.26M	Buy	42,000 +21,000	+100%	+$753K	0.3%	131
2024 Q4	$814K	Buy	+21,000	New	+$887K	0.24%	150
2024 Q3	–	Sell	-21,000	Closed	-$908K	–	286
2024 Q2	$908K	Hold	21,000	–	–	0.25%	151
2024 Q1	$1.05M	Hold	21,000	–	–	0.24%	145
2023 Q4	$813K	Sell	21,000 -68,600	-77%	-$2.65M	0.18%	165
2023 Q3	$3.55M	Hold	89,600	–	–	0.68%	32
2023 Q2	$2.83M	Hold	89,600	–	–	0.52%	51
2023 Q1	$2.52M	Buy	89,600 +8,000	+10%	+$244K	0.4%	96
2022 Q4	$2.84M	Hold	81,600	–	–	0.46%	81
2022 Q3	$3.07M	Hold	81,600	–	–	0.53%	56
2022 Q2	$2.79M	Hold	81,600	–	–	0.48%	63
2022 Q1	$3.18M	Sell	81,600 -46,400	-36%	-$1.67M	0.62%	45
2021 Q4	$3.77M	Sell	128,000 -66,000	-34%	-$2.06M	0.83%	13
2021 Q3	$5.12M	Hold	194,000	–	–	1.13%	5
2021 Q2	$4.78M	Sell	194,000 -20,000	-9%	-$387K	0.99%	3
2021 Q1	$3.5M	Buy	+214,000	New	+$2.74M	0.72%	25

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hussman Strategic Advisors's SM Position: Q2 2025 in Review

Hussman Strategic Advisors sold out of SM Energy (SM) in Q2 2025, closing a stake of 42,000 shares — an estimated $1.26M sold.

Hussman Strategic Advisors first reported a position in SM in Q1 2021 and held it in 16 quarters. The position peaked at $5.12M in Q3 2021. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

Hussman Strategic Advisors reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
Hussman Strategic Advisors sold 42,000 SM Energy shares in Q2 2025, an estimated $1.26M.
Hussman Strategic Advisors first reported a position in SM Energy in Q1 2021 and held it in 16 quarters.
Hussman Strategic Advisors's SM Energy position peaked at $5.12M in Q3 2021.
372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Hussman Strategic Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.