Summit Securities Group’s VanEck Semiconductor ETF SMH Stock Holding History

Summit Securities 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
2023 Q4	–	Sell	-3,500	Closed	-$507K	–	885
2023 Q3	$507K	Sell	3,500 -10,500	-75%	-$1.59M	0.05%	121
2023 Q2	$2.13M	Buy	14,000 +11,000	+367%	+$1.49M	0.28%	61
2023 Q1	$395K	Sell	3,000 -3,000	-50%	-$360K	0.03%	160
2022 Q4	$609K	Buy	6,000 +2,000	+50%	+$203K	0.02%	211
2022 Q3	$370K	Buy	4,000 +3,000	+300%	+$327K	0.03%	299
2022 Q2	$102K	Buy	+1,000	New	+$116K	0.01%	408
2021 Q1	–	Sell	-484	Closed	-$5.29M	–	754
2020 Q4	$5.29M	Buy	+484	New	+$48K	0.45%	53

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Summit Securities Group's SMH Position: Q3 2026 in Review

Summit Securities Group reduced its VanEck Semiconductor ETF (SMH) stake by 73% in Q3 2026, selling an estimated $785K and leaving 509 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #260.

Summit Securities Group first reported a position in SMH in Q4 2019 and has held it in 12 quarters since. The position peaked at $8.19M in Q4 2020. 1,390 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Summit Securities Group held 509 shares of VanEck Semiconductor ETF worth $310K as of Q3 2026.
Summit Securities Group sold 1,370 VanEck Semiconductor ETF shares in Q3 2026, an estimated $785K.
VanEck Semiconductor ETF made up 0.03% of Summit Securities Group's portfolio in Q3 2026, its #260 holding.
Summit Securities Group first reported a position in VanEck Semiconductor ETF in Q4 2019 and has held it in 12 quarters since.
Summit Securities Group's VanEck Semiconductor ETF position peaked at $8.19M in Q4 2020.
1,390 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.