Jane Street’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $252M | Buy |
384,578
+292,777
| +319% | +$160M | 0.02% | 485 |
|
|
2026
Q1 | $35.2M | Buy |
+91,801
| New | +$36.5M | ﹤0.01% | 1299 |
|
|
2025
Q4 | – | Sell |
-89,148
| Closed | -$31.3M | – | 12276 |
|
|
2025
Q3 | $29.1M | Sell |
89,148
-1,284,187
| -94% | -$380M | ﹤0.01% | 1320 |
|
|
2025
Q2 | $383M | Buy |
1,373,335
+225,518
| +20% | +$52.3M | 0.08% | 167 |
|
|
2025
Q1 | $243M | Sell |
1,147,817
-295,722
| -20% | -$70.9M | 0.06% | 186 |
|
|
2024
Q4 | $350M | Sell |
1,443,539
-485,985
| -25% | -$121M | 0.08% | 146 |
|
|
2024
Q3 | $474M | Sell |
1,929,524
-1,992,348
| -51% | -$484M | 0.1% | 104 |
|
|
2024
Q2 | $1.02B | Sell |
3,921,872
-2,123,060
| -35% | -$498M | 0.23% | 49 |
|
|
2024
Q1 | $1.36B | Buy |
6,044,932
+1,045,570
| +21% | +$210M | 0.28% | 34 |
|
|
2023
Q4 | $874M | Buy |
4,999,362
+3,194,504
| +177% | +$500M | 0.23% | 51 |
|
|
2023
Q3 | $262M | Sell |
1,804,858
-1,208,928
| -40% | -$183M | 0.08% | 118 |
|
|
2023
Q2 | $459M | Buy |
3,013,786
+852,852
| +39% | +$115M | 0.15% | 61 |
|
|
2023
Q1 | $284M | Buy |
2,160,934
+474,788
| +28% | +$56.9M | 0.12% | 89 |
|
|
2022
Q4 | $171M | Sell |
1,686,146
-623,482
| -27% | -$63.4M | 0.08% | 168 |
|
|
2022
Q3 | $214M | Buy |
2,309,628
+1,549,204
| +204% | +$169M | 0.09% | 125 |
|
|
2022
Q2 | $77.5M | Sell |
760,424
-712,778
| -48% | -$82.8M | 0.03% | 376 |
|
|
2022
Q1 | $199M | Buy |
1,473,202
+1,447,058
| +5,535% | +$198M | 0.06% | 190 |
|
|
2021
Q4 | $4.04M | Sell |
26,144
-366,992
| -93% | -$53.1M | ﹤0.01% | 3184 |
|
|
2021
Q3 | $50.4M | Sell |
393,136
-563,638
| -59% | -$74.2M | 0.02% | 601 |
|
|
2021
Q2 | $125M | Buy |
956,774
+211,308
| +28% | +$26.1M | 0.05% | 265 |
|
|
2021
Q1 | $90.8M | Buy |
745,466
+167,150
| +29% | +$19.8M | 0.05% | 301 |
|
|
2020
Q4 | $63.2M | Buy |
578,316
+186,604
| +48% | +$18.5M | 0.03% | 377 |
|
|
2020
Q3 | $34.1M | Buy |
+391,712
| New | +$32.8M | 0.02% | 524 |
|
|
2020
Q2 | – | Sell |
-619,442
| Closed | -$42.6M | – | 7544 |
|
|
2020
Q1 | $36.3M | Buy |
619,442
+600,850
| +3,232% | +$40.5M | 0.04% | 300 |
|
|
2019
Q4 | $1.31M | Sell |
18,592
-187,248
| -91% | -$12.3M | ﹤0.01% | 2427 |
|
|
2019
Q3 | $12.3M | Buy |
+205,840
| New | +$11.9M | 0.02% | 508 |
|
|
2019
Q2 | – | Sell |
-480,234
| Closed | -$26.1M | – | 5679 |
|
|
2019
Q1 | $25.5M | Sell |
480,234
-18,380
| -4% | -$911K | 0.04% | 336 |
|
|
2018
Q4 | $21.8M | Buy |
+498,614
| New | +$23.4M | 0.05% | 291 |
|
|
2018
Q3 | – | Sell |
-96,062
| Closed | -$5.1M | – | 5659 |
|
|
2018
Q2 | $4.93M | Sell |
96,062
-219,314
| -70% | -$11.5M | 0.01% | 1054 |
|
|
2018
Q1 | $16.4M | Buy |
315,376
+131,376
| +71% | +$6.92M | 0.04% | 348 |
|
|
2017
Q4 | $9M | Sell |
184,000
-3,678
| -2% | -$183K | 0.03% | 553 |
|
|
2017
Q3 | $8.76M | Buy |
+187,678
| New | +$8.2M | 0.03% | 576 |
|
|
2017
Q1 | – | Sell |
-342,596
| Closed | -$13M | – | 4630 |
|
|
2016
Q4 | $12.3M | Buy |
342,596
+326,902
| +2,083% | +$11.4M | 0.05% | 287 |
|
|
2016
Q3 | $545K | Sell |
15,694
-87,926
| -85% | -$2.82M | ﹤0.01% | 2681 |
|
|
2016
Q2 | $2.95M | Buy |
103,620
+84,470
| +441% | +$2.32M | 0.01% | 949 |
|
|
2016
Q1 | $527K | Sell |
19,150
-93,642
| -83% | -$2.36M | ﹤0.01% | 2549 |
|
|
2015
Q4 | $3M | Sell |
112,792
-543,208
| -83% | -$14.7M | 0.02% | 766 |
|
|
2015
Q3 | $16.4M | Buy |
656,000
+629,794
| +2,403% | +$16M | 0.1% | 165 |
|
|
2015
Q2 | $715K | Sell |
26,206
-43,060
| -62% | -$1.22M | ﹤0.01% | 1924 |
|
|
2015
Q1 | $1.92M | Buy |
+69,266
| New | +$1.91M | 0.01% | 894 |
|
|
2014
Q1 | – | Sell |
-21,400
| Closed | -$460K | – | 3032 |
|
|
2013
Q4 | $454K | Buy |
+21,400
| New | +$438K | 0.01% | 1313 |
|
Other funds holding SMH
JRP
MIFH
Jane Street's SMH Position: Q2 2026 in Review
Jane Street increased its VanEck Semiconductor ETF (SMH) stake by 319% in Q2 2026, buying an estimated $160M and bringing the position to 384,578 shares worth $252M. The position accounts for 0.02% of the portfolio, ranked #485.
Jane Street first reported a position in SMH in Q4 2013 and has held it in 41 quarters since. The position peaked at $1.36B in Q1 2024. 1,491 funds tracked by Wall St. Rank hold SMH as of Q2 2026.
- Jane Street held 384,578 shares of VanEck Semiconductor ETF worth $252M as of Q2 2026.
- Jane Street bought 292,777 VanEck Semiconductor ETF shares in Q2 2026, an estimated $160M.
- VanEck Semiconductor ETF made up 0.02% of Jane Street's portfolio in Q2 2026, its #485 holding.
- Jane Street first reported a position in VanEck Semiconductor ETF in Q4 2013 and has held it in 41 quarters since.
- Jane Street's VanEck Semiconductor ETF position peaked at $1.36B in Q1 2024.
- 1,491 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.
Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.