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
Q1 | $1.2B | Buy |
3,134,600
+1,466,000
| +88% | +$582M | 0.15% | 82 |
|
|
2025
Q4 | $601M | Sell |
1,668,600
-724,200
| -30% | -$254M | 0.09% | 150 |
|
|
2025
Q3 | $781M | Sell |
2,392,800
-422,000
| -15% | -$125M | 0.12% | 107 |
|
|
2025
Q2 | $785M | Buy |
2,814,800
+1,034,300
| +58% | +$240M | 0.16% | 77 |
|
|
2025
Q1 | $377M | Sell |
1,780,500
-1,072,500
| -38% | -$257M | 0.09% | 130 |
|
|
2024
Q4 | $691M | Buy |
2,853,000
+804,600
| +39% | +$200M | 0.15% | 73 |
|
|
2024
Q3 | $503M | Buy |
+2,048,400
| New | +$498M | 0.11% | 93 |
|
|
2022
Q2 | – | Sell |
-1,007,600
| Closed | -$136M | – | 10773 |
|
|
2022
Q1 | $136M | Buy |
1,007,600
+89,000
| +10% | +$12.2M | 0.04% | 276 |
|
|
2021
Q4 | $142M | Sell |
918,600
-107,800
| -11% | -$15.6M | 0.05% | 261 |
|
|
2021
Q3 | $132M | Buy |
1,026,400
+419,600
| +69% | +$55.3M | 0.05% | 268 |
|
|
2021
Q2 | $79.6M | Sell |
606,800
-189,600
| -24% | -$23.4M | 0.03% | 374 |
|
|
2021
Q1 | $97M | Buy |
796,400
+173,600
| +28% | +$20.6M | 0.05% | 279 |
|
|
2020
Q4 | $68M | Sell |
622,800
-378,400
| -38% | -$37.5M | 0.03% | 354 |
|
|
2020
Q3 | $87.2M | Sell |
1,001,200
-1,370,600
| -58% | -$115M | 0.05% | 251 |
|
|
2020
Q2 | $181M | Buy |
2,371,800
+1,795,800
| +312% | +$123M | 0.14% | 101 |
|
|
2020
Q1 | $33.7M | Buy |
576,000
+84,000
| +17% | +$5.66M | 0.03% | 321 |
|
|
2019
Q4 | $34.8M | Sell |
492,000
-901,600
| -65% | -$59M | 0.05% | 244 |
|
|
2019
Q3 | $83M | Sell |
1,393,600
-1,429,000
| -51% | -$82.7M | 0.14% | 108 |
|
|
2019
Q2 | $155M | Sell |
2,822,600
-59,000
| -2% | -$3.21M | 0.28% | 68 |
|
|
2019
Q1 | $153M | Sell |
2,881,600
-661,000
| -19% | -$32.7M | 0.25% | 60 |
|
|
2018
Q4 | $155M | Buy |
3,542,600
+2,942,800
| +491% | +$138M | 0.33% | 45 |
|
|
2018
Q3 | $31.9M | Sell |
599,800
-1,186,000
| -66% | -$63M | 0.06% | 219 |
|
|
2018
Q2 | $91.7M | Sell |
1,785,800
-711,000
| -28% | -$37.1M | 0.22% | 62 |
|
|
2018
Q1 | $130M | Buy |
2,496,800
+2,383,800
| +2,110% | +$126M | 0.34% | 50 |
|
|
2017
Q4 | $5.53M | Sell |
113,000
-314,400
| -74% | -$15.7M | 0.02% | 809 |
|
|
2017
Q3 | $19.9M | Sell |
427,400
-672,000
| -61% | -$29.4M | 0.06% | 273 |
|
|
2017
Q2 | $45M | Buy |
1,099,400
+596,400
| +119% | +$24.6M | 0.16% | 118 |
|
|
2017
Q1 | $20M | Sell |
503,000
-2,400
| -0.5% | -$91.3K | 0.09% | 195 |
|
|
2016
Q4 | $18.1M | Buy |
505,400
+248,400
| +97% | +$8.67M | 0.08% | 201 |
|
|
2016
Q3 | $8.93M | Buy |
+257,000
| New | +$8.23M | 0.04% | 344 |
|
|
2016
Q2 | – | Sell |
-52,000
| Closed | -$1.43M | – | 4544 |
|
|
2016
Q1 | $1.43M | Sell |
52,000
-134,400
| -72% | -$3.39M | 0.01% | 1502 |
|
|
2015
Q4 | $4.97M | Sell |
186,400
-820,800
| -81% | -$22.2M | 0.03% | 492 |
|
|
2015
Q3 | $25.1M | Buy |
+1,007,200
| New | +$25.6M | 0.16% | 112 |
|
|
2014
Q3 | – | Sell |
-190,200
| Closed | -$4.71M | – | 2999 |
|
|
2014
Q2 | $4.71M | Buy |
+190,200
| New | +$4.4M | 0.06% | 262 |
|
Other funds holding SMH
MMH
MIH
Jane Street's SMH Position: Q1 2026 in Review
Jane Street opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2026: 91,801 shares worth $35.2M. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings. This is a return to the name: Jane Street previously reported a position in SMH as recently as Q3 2025.
Jane Street first reported a position in SMH in Q4 2013 and has held it in 40 quarters since. The position peaked at $1.36B in Q1 2024. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.
- Jane Street held 91,801 shares of VanEck Semiconductor ETF worth $35.2M as of Q1 2026.
- VanEck Semiconductor ETF was a new Jane Street position in Q1 2026.
- VanEck Semiconductor ETF made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #1299 holding.
- Jane Street first reported a position in VanEck Semiconductor ETF in Q4 2013 and has held it in 40 quarters since.
- Jane Street's VanEck Semiconductor ETF position peaked at $1.36B in Q1 2024.
- 1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.
Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.