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SWM
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
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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