VA
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Vident Advisory’s SM Energy SM Stock Holding History

Vident Advisory’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
-19,470
Closed -$583K – 1697
2025
Q1 		$583K Buy
19,470
+2,965
+18% +$106K 0.01% 958
2024
Q4 		$640K Sell
16,505
-1,510
-8% -$63.8K 0.01% 832
2024
Q3 		$720K Buy
18,015
+1,552
+9% +$67.3K 0.02% 764
2024
Q2 		$712K Buy
16,463
+7,378
+81% +$362K 0.02% 720
2024
Q1 		$453K Sell
9,085
-88
-1% -$3.6K 0.01% 858
2023
Q4 		$355K Buy
9,173
+656
+8% +$25.3K 0.01% 920
2023
Q3 		$338K Buy
+8,517
New +$323K 0.01% 848

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

Vident Advisory's SM Position: Q2 2025 in Review

Vident Advisory sold out of SM Energy (SM) in Q2 2025, closing a stake of 19,470 shares — an estimated $583K sold.

Vident Advisory first reported a position in SM in Q3 2023 and held it in 7 quarters. The position peaked at $720K in Q3 2024. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Vident Advisory reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Vident Advisory sold 19,470 SM Energy shares in Q2 2025, an estimated $583K.
  • Vident Advisory first reported a position in SM Energy in Q3 2023 and held it in 7 quarters.
  • Vident Advisory's SM Energy position peaked at $720K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Vident Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.