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 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

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spire Wealth Management's SM Position: Q2 2026 in Review

Spire Wealth Management opened a new position in SM Energy (SM) in Q2 2026: 21 shares worth $548. The stake represents ﹤0.01% of the portfolio and ranks #2211 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in SM as recently as Q1 2023.

Spire Wealth Management first reported a position in SM in Q2 2021 and has held it in 4 quarters since. The position peaked at $37K in Q2 2021. 52 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Spire Wealth Management held 21 shares of SM Energy worth $548 as of Q2 2026.
SM Energy was a new Spire Wealth Management position in Q2 2026.
SM Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2211 holding.
Spire Wealth Management first reported a position in SM Energy in Q2 2021 and has held it in 4 quarters since.
Spire Wealth Management's SM Energy position peaked at $37K in Q2 2021.
52 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.