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 | $4.36B | Buy |
11,374,600
+3,348,200
| +42% | +$1.33B | 0.56% | 30 |
|
|
2025
Q4 | $2.89B | Buy |
8,026,400
+1,416,600
| +21% | +$497M | 0.44% | 36 |
|
|
2025
Q3 | $2.16B | Buy |
6,609,800
+611,400
| +10% | +$181M | 0.33% | 44 |
|
|
2025
Q2 | $1.67B | Buy |
5,998,400
+1,188,600
| +25% | +$276M | 0.33% | 40 |
|
|
2025
Q1 | $1.02B | Buy |
4,809,800
+2,124,200
| +79% | +$509M | 0.26% | 45 |
|
|
2024
Q4 | $650M | Sell |
2,685,600
-520,800
| -16% | -$129M | 0.14% | 79 |
|
|
2024
Q3 | $787M | Buy |
+3,206,400
| New | +$780M | 0.17% | 60 |
|
|
2022
Q2 | – | Sell |
-2,583,000
| Closed | -$348M | – | 10774 |
|
|
2022
Q1 | $348M | Buy |
2,583,000
+1,680,000
| +186% | +$230M | 0.11% | 93 |
|
|
2021
Q4 | $139M | Sell |
903,000
-590,200
| -40% | -$85.3M | 0.05% | 267 |
|
|
2021
Q3 | $191M | Buy |
1,493,200
+520,000
| +53% | +$68.5M | 0.07% | 179 |
|
|
2021
Q2 | $128M | Sell |
973,200
-408,600
| -30% | -$50.5M | 0.05% | 262 |
|
|
2021
Q1 | $168M | Sell |
1,381,800
-14,000
| -1% | -$1.66M | 0.08% | 166 |
|
|
2020
Q4 | $152M | Sell |
1,395,800
-203,800
| -13% | -$20.2M | 0.08% | 161 |
|
|
2020
Q3 | $139M | Buy |
1,599,600
+179,000
| +13% | +$15M | 0.08% | 157 |
|
|
2020
Q2 | $109M | Sell |
1,420,600
-484,200
| -25% | -$33.3M | 0.08% | 168 |
|
|
2020
Q1 | $112M | Sell |
1,904,800
-217,600
| -10% | -$14.7M | 0.11% | 120 |
|
|
2019
Q4 | $150M | Sell |
2,122,400
-4,434,000
| -68% | -$290M | 0.21% | 69 |
|
|
2019
Q3 | $391M | Sell |
6,556,400
-934,600
| -12% | -$54.1M | 0.64% | 33 |
|
|
2019
Q2 | $413M | Buy |
7,491,000
+3,100,600
| +71% | +$169M | 0.73% | 23 |
|
|
2019
Q1 | $233M | Buy |
4,390,400
+2,247,000
| +105% | +$111M | 0.38% | 43 |
|
|
2018
Q4 | $93.5M | Buy |
2,143,400
+409,400
| +24% | +$19.2M | 0.2% | 79 |
|
|
2018
Q3 | $92.3M | Sell |
1,734,000
-3,660,800
| -68% | -$194M | 0.18% | 75 |
|
|
2018
Q2 | $277M | Buy |
5,394,800
+575,600
| +12% | +$30.1M | 0.65% | 25 |
|
|
2018
Q1 | $251M | Buy |
4,819,200
+2,540,600
| +111% | +$134M | 0.65% | 24 |
|
|
2017
Q4 | $111M | Sell |
2,278,600
-290,800
| -11% | -$14.5M | 0.32% | 48 |
|
|
2017
Q3 | $120M | Sell |
2,569,400
-649,000
| -20% | -$28.4M | 0.39% | 44 |
|
|
2017
Q2 | $132M | Buy |
3,218,400
+2,699,000
| +520% | +$111M | 0.46% | 39 |
|
|
2017
Q1 | $20.7M | Sell |
519,400
-416,200
| -44% | -$15.8M | 0.09% | 193 |
|
|
2016
Q4 | $33.5M | Sell |
935,600
-157,600
| -14% | -$5.5M | 0.15% | 117 |
|
|
2016
Q3 | $38M | Buy |
1,093,200
+899,800
| +465% | +$28.8M | 0.18% | 105 |
|
|
2016
Q2 | $5.51M | Buy |
193,400
+7,600
| +4% | +$208K | 0.03% | 584 |
|
|
2016
Q1 | $5.12M | Sell |
185,800
-300,000
| -62% | -$7.57M | 0.03% | 553 |
|
|
2015
Q4 | $12.9M | Sell |
485,800
-939,800
| -66% | -$25.4M | 0.08% | 211 |
|
|
2015
Q3 | $35.6M | Buy |
1,425,600
+1,104,000
| +343% | +$28.1M | 0.22% | 79 |
|
|
2015
Q2 | $8.78M | Sell |
321,600
-50,200
| -14% | -$1.43M | 0.06% | 286 |
|
|
2015
Q1 | $10.3M | Buy |
+371,800
| New | +$10.3M | 0.08% | 209 |
|
|
2014
Q2 | – | Sell |
-52,400
| Closed | -$1.2M | – | 3071 |
|
|
2014
Q1 | $1.2M | Sell |
52,400
-1,000
| -2% | -$21.5K | 0.01% | 833 |
|
|
2013
Q4 | $1.13M | Buy |
+53,400
| New | +$1.09M | 0.02% | 729 |
|
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.