SW
SM icon

SVB Wealth’s SM Energy SM Stock Holding History

SVB Wealth’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
-153
Closed -$4.58K – 1444
2025
Q1 		$4.58K Buy
+153
New +$5.49K ﹤0.01% 1045
2015
Q3 		– Sell
-9,770
Closed -$451K – 576
2015
Q2 		$451K Sell
9,770
-660
-6% -$34.8K 0.01% 453
2015
Q1 		$539K Buy
10,430
+2,405
+30% +$104K 0.02% 405
2014
Q4 		$310K Buy
+8,025
New +$402K 0.01% 462

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's SM Position: Q2 2025 in Review

SVB Wealth sold out of SM Energy (SM) in Q2 2025, closing a stake of 153 shares — an estimated $4.58K sold.

SVB Wealth first reported a position in SM in Q4 2014 and held it in 4 quarters. The position peaked at $539K in Q1 2015. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • SVB Wealth reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 153 SM Energy shares in Q2 2025, an estimated $4.58K.
  • SVB Wealth first reported a position in SM Energy in Q4 2014 and held it in 4 quarters.
  • SVB Wealth's SM Energy position peaked at $539K in Q1 2015.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.