SSWM
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Strait & Sound Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Strait & Sound 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
2025
Q1 		– Sell
-1,100
Closed -$266K – 155
2024
Q4 		$266K Hold
1,100
– – 0.12% 121
2024
Q3 		$270K Buy
1,100
+100
+10% +$24.3K 0.13% 118
2024
Q2 		$261K Buy
+1,000
New +$234K 0.13% 125

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Strait & Sound Wealth Management's SMH Position: Q1 2025 in Review

Strait & Sound Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2025, closing a stake of 1,100 shares — an estimated $266K sold.

Strait & Sound Wealth Management first reported a position in SMH in Q2 2024 and held it in 3 quarters. The position peaked at $270K in Q3 2024. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

  • Strait & Sound Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 1,100 VanEck Semiconductor ETF shares in Q1 2025, an estimated $266K.
  • Strait & Sound Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 3 quarters.
  • Strait & Sound Wealth Management's VanEck Semiconductor ETF position peaked at $270K in Q3 2024.
  • 918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.