GRP
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Global Retirement Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Global Retirement Partners’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
2025
Q4 		$10.4M Buy
28,869
+1,119
+4% +$393K 0.18% 108
2025
Q3 		$9.06M Buy
27,750
+218
+0.8% +$64.5K 0.2% 93
2025
Q2 		$7.68M Buy
+27,532
New +$6.38M 0.19% 103
2024
Q4 		$6.68M Buy
27,571
+3,274
+13% +$812K 0.19% 104
2024
Q3 		$5.96M Buy
24,297
+2,772
+13% +$674K 0.18% 110
2024
Q2 		$5.61M Sell
21,525
-5,493
-20% -$1.29M 0.18% 114
2024
Q1 		$6.08M Buy
27,018
+12,414
+85% +$2.5M 0.23% 97
2023
Q4 		$2.57M Sell
14,604
-1,837
-11% -$288K 0.11% 185
2023
Q3 		$2.39M Buy
16,441
+7,264
+79% +$1.1M 0.12% 160
2023
Q2 		$1.4M Buy
9,177
+641
+8% +$86.6K 0.07% 257
2023
Q1 		$1.04M Buy
8,536
+3,976
+87% +$477K 0.06% 299
2022
Q4 		$463K Buy
4,560
+652
+17% +$66.3K 0.03% 386
2022
Q3 		$370K Sell
3,908
-8,916
-70% -$972K 0.03% 413
2022
Q2 		$1.31M Buy
12,824
+1,478
+13% +$172K 0.1% 203
2022
Q1 		$1.27M Buy
+11,346
New +$1.55M 0.1% 215
2021
Q4 		– Sell
-9,472
Closed -$1.21M – 1547
2021
Q3 		$1.21M Sell
9,472
-776
-8% -$102K 0.12% 165
2021
Q2 		$1.34M Sell
10,248
-428
-4% -$52.9K 0.14% 150
2021
Q1 		$1.3M Buy
10,676
+1,446
+16% +$171K 0.15% 136
2020
Q4 		$1.01M Buy
9,230
+444
+5% +$44K 0.13% 154
2020
Q3 		$765K Buy
8,786
+3,208
+58% +$269K 0.11% 180
2020
Q2 		$426K Sell
5,578
-306
-5% -$21K 0.07% 246
2020
Q1 		$345K Buy
5,884
+4,964
+540% +$335K 0.07% 242
2019
Q4 		$65K Buy
+920
New +$60.2K 0.01% 579
2018
Q4 		– Sell
-460
Closed -$24K – 1550
2018
Q3 		$24K Hold
460
– – 0.01% 759
2018
Q2 		$24K Buy
+460
New +$24K 0.01% 745
2017
Q1 		– Sell
-5,962
Closed -$214K – 1144
2016
Q4 		$214K Buy
+5,962
New +$208K 0.14% 138

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's SMH Position: Q4 2025 in Review

Global Retirement Partners increased its VanEck Semiconductor ETF (SMH) stake by 4% in Q4 2025, buying an estimated $393K and bringing the position to 28,869 shares worth $10.4M. The position accounts for 0.18% of the portfolio, ranked #108.

Global Retirement Partners first reported a position in SMH in Q4 2016 and has held it in 26 quarters since. 1,206 funds tracked by Wall St. Rank hold SMH as of Q4 2025.

  • Global Retirement Partners held 28,869 shares of VanEck Semiconductor ETF worth $10.4M as of Q4 2025.
  • Global Retirement Partners bought 1,119 VanEck Semiconductor ETF shares in Q4 2025, an estimated $393K.
  • VanEck Semiconductor ETF made up 0.18% of Global Retirement Partners's portfolio in Q4 2025, its #108 holding.
  • Global Retirement Partners first reported a position in VanEck Semiconductor ETF in Q4 2016 and has held it in 26 quarters since.
  • 1,206 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.