Spire Wealth Management
SM icon

Spire Wealth Management’s SM Energy SM Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-21
Closed -$548 – 2288
2026
Q2 		$548 Buy
+21
New +$631 ﹤0.01% 2211
2023
Q2 		– Sell
-69
Closed -$1.94K – 2526
2023
Q1 		$1.94K Buy
+69
New +$2.1K ﹤0.01% 2268
2021
Q4 		– Sell
-890
Closed -$23K – 2995
2021
Q3 		$23K Sell
890
-600
-40% -$12.1K ﹤0.01% 1805
2021
Q2 		$37K Buy
+1,490
New +$28.9K ﹤0.01% 1614

Other funds holding SM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Spire Wealth Management's SM Position: Q3 2026 in Review

Spire Wealth Management sold out of SM Energy (SM) in Q3 2026, closing a stake of 21 shares — an estimated $548 sold.

Spire Wealth Management first reported a position in SM in Q2 2021 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 292 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Spire Wealth Management reported no remaining SM Energy position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 21 SM Energy shares in Q3 2026, an estimated $548.
  • Spire Wealth Management first reported a position in SM Energy in Q2 2021 and held it in 4 quarters.
  • Spire Wealth Management's SM Energy position peaked at $37K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.