Key Financial Inc’s VanEck Semiconductor ETF SMH Stock Holding History

Key Financial Inc’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 Q2	–	Sell	-98	Closed	-$20.7K	–	1472
2025 Q1	$20.7K	Hold	98	–	–	﹤0.01%	659
2024 Q4	$23.7K	Buy	98 +79	+416%	+$19.6K	0.01%	616
2024 Q3	$4.66K	Hold	19	–	–	﹤0.01%	989
2024 Q2	$4.95K	Hold	19	–	–	﹤0.01%	957
2024 Q1	$4.28K	Hold	19	–	–	﹤0.01%	981
2023 Q4	$3.32K	Hold	19	–	–	﹤0.01%	1033
2023 Q3	$2.75K	Buy	+19	New	+$2.88K	﹤0.01%	1067

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Key Financial Inc's SMH Position: Q2 2025 in Review

Key Financial Inc sold out of VanEck Semiconductor ETF (SMH) in Q2 2025, closing a stake of 98 shares — an estimated $20.7K sold.

Key Financial Inc first reported a position in SMH in Q3 2023 and held it in 7 quarters. The position peaked at $23.7K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Key Financial Inc reported no remaining VanEck Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 98 VanEck Semiconductor ETF shares in Q2 2025, an estimated $20.7K.
Key Financial Inc first reported a position in VanEck Semiconductor ETF in Q3 2023 and held it in 7 quarters.
Key Financial Inc's VanEck Semiconductor ETF position peaked at $23.7K in Q4 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.