Spire Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Spire Wealth Management’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	$13.8M	Buy	21,080 +195	+0.9%	+$106K	0.42%	52
2026 Q1	$8.01M	Buy	20,885 +1,309	+7%	+$520K	0.27%	76
2025 Q4	$7.05M	Buy	19,576 +2,824	+17%	+$991K	0.24%	88
2025 Q3	$5.47M	Buy	16,752 +1,880	+13%	+$557K	0.19%	107
2025 Q2	$4.15M	Sell	14,872 -24,279	-62%	-$5.63M	0.15%	128
2025 Q1	$8.28M	Buy	39,151 +1,374	+4%	+$329K	0.27%	79
2024 Q4	$9.15M	Buy	37,777 +2,749	+8%	+$682K	0.28%	79
2024 Q3	$8.6M	Buy	35,028 +1,017	+3%	+$247K	0.29%	76
2024 Q2	$8.87M	Buy	34,011 +10,627	+45%	+$2.49M	0.31%	69
2024 Q1	$5.26M	Buy	23,384 +2,490	+12%	+$501K	0.1%	155
2023 Q4	$3.91M	Buy	20,894 +763	+4%	+$119K	0.13%	175
2023 Q3	$2.92M	Buy	20,131 +7,729	+62%	+$1.17M	0.11%	189
2023 Q2	$1.89M	Buy	12,402 +372	+3%	+$50.3K	0.07%	245
2023 Q1	$1.58M	Buy	12,030 +9,300	+341%	+$1.12M	0.06%	262
2022 Q4	$277K	Sell	2,730 -5,608	-67%	-$570K	0.02%	478
2022 Q3	$772K	Sell	8,338 -1,768	-17%	-$193K	0.05%	261
2022 Q2	$1.03M	Buy	10,106 +6,278	+164%	+$729K	0.04%	327
2022 Q1	$517K	Buy	3,828 +8	+0.2%	+$1.1K	0.01%	564
2021 Q4	$590K	Buy	3,820 +12	+0.3%	+$1.74K	0.01%	636
2021 Q3	$488K	Buy	3,808 +2,288	+151%	+$301K	0.01%	595
2021 Q2	$199K	Buy	1,520 +108	+8%	+$13.3K	0.01%	946
2021 Q1	$172K	Buy	+1,412	New	+$167K	﹤0.01%	1131

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Spire Wealth Management's SMH Position: Q2 2026 in Review

Spire Wealth Management increased its VanEck Semiconductor ETF (SMH) stake by 0.93% in Q2 2026, buying an estimated $106K and bringing the position to 21,080 shares worth $13.8M. The position accounts for 0.42% of the portfolio, ranked #52.

Spire Wealth Management first reported a position in SMH in Q1 2021 and has held it in 22 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Spire Wealth Management held 21,080 shares of VanEck Semiconductor ETF worth $13.8M as of Q2 2026.
Spire Wealth Management bought 195 VanEck Semiconductor ETF shares in Q2 2026, an estimated $106K.
VanEck Semiconductor ETF made up 0.42% of Spire Wealth Management's portfolio in Q2 2026, its #52 holding.
Spire Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 22 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.