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Buckingham Strategic Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Buckingham Strategic Wealth’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$541K Buy
2,076
+110
+6% +$25.8K 0.01% 451
2024
Q1 		$442K Buy
1,966
+76
+4% +$15.3K ﹤0.01% 495
2023
Q4 		$331K Buy
1,890
+368
+24% +$57.6K ﹤0.01% 543
2023
Q3 		$221K Hold
1,522
– – ﹤0.01% 612
2023
Q2 		$232K Buy
+1,522
New +$206K ﹤0.01% 591
2022
Q2 		– Sell
-1,662
Closed -$224K – 645
2022
Q1 		$224K Sell
1,662
-822
-33% -$113K ﹤0.01% 540
2021
Q4 		$383K Sell
2,484
-200
-7% -$28.9K 0.01% 416
2021
Q3 		$344K Buy
2,684
+1,072
+67% +$141K 0.01% 432
2021
Q2 		$211K Sell
1,612
-1,188
-42% -$147K 0.01% 556
2021
Q1 		$341K Hold
2,800
– – 0.02% 410
2020
Q4 		$306K Sell
2,800
-1,000
-26% -$99.1K 0.02% 413
2020
Q3 		$331K Hold
3,800
– – 0.03% 345
2020
Q2 		$290K Hold
3,800
– – 0.03% 322
2020
Q1 		$223K Sell
3,800
-200
-5% -$13.5K 0.02% 409
2019
Q4 		$283K Buy
+4,000
New +$262K 0.03% 370
2019
Q3 		– Sell
-6,710
Closed -$370K – 452
2019
Q2 		$370K Sell
6,710
-1,020
-13% -$55.5K 0.04% 291
2019
Q1 		$411K Sell
7,730
-1,604
-17% -$79.5K 0.05% 261
2018
Q4 		$407K Sell
9,334
-2,708
-22% -$127K 0.06% 216
2018
Q3 		$641K Sell
12,042
-3,200
-21% -$170K 0.1% 157
2018
Q2 		$782K Hold
15,242
– – 0.13% 136
2018
Q1 		$795K Sell
15,242
-1,116
-7% -$58.8K 0.15% 130
2017
Q4 		$800K Hold
16,358
– – 0.17% 123
2017
Q3 		$763K Sell
16,358
-2,608
-14% -$114K 0.18% 118
2017
Q2 		$776K Buy
18,966
+1,000
+6% +$41.3K 0.18% 114
2017
Q1 		$716K Buy
+17,966
New +$684K 0.21% 100

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Buckingham Strategic Wealth's SMH Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its VanEck Semiconductor ETF (SMH) stake by 5.6% in Q2 2024, buying an estimated $25.8K and bringing the position to 2,076 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #451.

Buckingham Strategic Wealth first reported a position in SMH in Q1 2017 and has held it in 25 quarters since. The position peaked at $800K in Q4 2017. 857 funds tracked by Wall St. Rank hold SMH as of Q2 2024.

  • Buckingham Strategic Wealth held 2,076 shares of VanEck Semiconductor ETF worth $541K as of Q2 2024.
  • Buckingham Strategic Wealth bought 110 VanEck Semiconductor ETF shares in Q2 2024, an estimated $25.8K.
  • VanEck Semiconductor ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #451 holding.
  • Buckingham Strategic Wealth first reported a position in VanEck Semiconductor ETF in Q1 2017 and has held it in 25 quarters since.
  • Buckingham Strategic Wealth's VanEck Semiconductor ETF position peaked at $800K in Q4 2017.
  • 857 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.