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Sovran Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Sovran Advisors’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$908K Buy
3,204
+646
+25% +$183K 0.1% 224
2025
Q1 		$492K Buy
2,558
+564
+28% +$109K 0.06% 289
2024
Q4 		$489K Buy
+1,994
New +$489K 0.07% 261