Snider Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Snider Financial Group’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
2026 Q2	$4.4M	Sell	6,704 -1,936	-22%	-$1.06M	1.12%	29
2026 Q1	$3.31M	Sell	8,640 -373	-4%	-$148K	1%	31
2025 Q4	$3.25M	Buy	9,013 +95	+1%	+$33.3K	0.87%	34
2025 Q3	$2.91M	Buy	8,918 +150	+2%	+$44.4K	0.79%	36
2025 Q2	$2.45M	Buy	8,768 +5,397	+160%	+$1.25M	0.71%	39
2025 Q1	$713K	Sell	3,371 -40	-1%	-$9.59K	0.23%	62
2024 Q4	$826K	Buy	3,411 +21	+0.6%	+$5.21K	0.26%	60
2024 Q3	$832K	Buy	3,390 +137	+4%	+$33.3K	0.3%	48
2024 Q2	$848K	Buy	+3,253	New	+$763K	0.33%	47
2024 Q1	–	Sell	-8,064	Closed	-$1.41M	–	65
2023 Q4	$1.41M	Buy	8,064 +430	+6%	+$67.3K	0.65%	39
2023 Q3	$1.11M	Buy	7,634 +452	+6%	+$68.5K	0.54%	44
2023 Q2	$1.09M	Buy	+7,182	New	+$970K	0.52%	43

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return