IA
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Inspire Advisors’s SM Energy SM Stock Holding History

Inspire 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
2026
Q1 		$405K Sell
12,997
-1,042
-7% -$23.8K 0.03% 407
2025
Q4 		$263K Sell
14,039
-5,727
-29% -$116K 0.02% 433
2025
Q3 		$494K Sell
19,766
-2,563
-11% -$69.1K 0.05% 307
2025
Q2 		$552K Buy
22,329
+4,621
+26% +$112K 0.06% 271
2025
Q1 		$530K Buy
17,708
+2,133
+14% +$76.5K 0.06% 247
2024
Q4 		$604K Buy
15,575
+10,389
+200% +$439K 0.07% 204
2024
Q3 		$207K Buy
+5,186
New +$225K 0.03% 379
2024
Q2 		– Sell
-4,872
Closed -$243K – 461
2024
Q1 		$243K Buy
+4,872
New +$199K 0.03% 282

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State Street
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AC
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VCM
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Dimensional Fund Advisors
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American Century Companies
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return