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SS
Sunbelt Securities’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Sunbelt Securities’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
$943K
Buy
2,459
+35
+1%
+$13.9K
0.06%
270
2025
Q4
$873K
Sell
2,424
-130
-5%
-$45.6K
0.06%
276
2025
Q3
$833K
Sell
2,554
-59
-2%
-$17.5K
0.06%
279
2025
Q2
$633K
Buy
2,613
+291
+13%
+$67.5K
0.06%
298
2025
Q1
$491K
Sell
2,322
-291
-11%
-$69.8K
0.04%
333
2024
Q4
$639K
Buy
2,613
+209
+9%
+$51.9K
0.06%
298
2024
Q3
$590K
Sell
2,404
-183
-7%
-$44.5K
0.06%
315
2024
Q2
$674K
Sell
2,587
-84
-3%
-$19.7K
0.07%
258
2024
Q1
$601K
Sell
2,671
-1
-0%
-$201
0.07%
285
2023
Q4
$467K
Buy
2,672
+1
+0%
+$157
0.06%
323
2023
Q3
$387K
Sell
2,671
-244
-8%
-$37K
0.05%
343
2023
Q2
$444K
Buy
2,915
+361
+14%
+$48.8K
0.06%
302
2023
Q1
$334K
Sell
2,554
-818
-24%
-$98.1K
0.05%
327
2022
Q4
$342K
Sell
3,372
-54
-2%
-$5.49K
0.07%
318
2022
Q3
$317K
Sell
3,426
-168
-5%
-$18.3K
0.07%
313
2022
Q2
$366K
Buy
3,594
+290
+9%
+$33.7K
0.08%
296
2022
Q1
$455K
Buy
3,304
+70
+2%
+$9.59K
0.08%
271
2021
Q4
$450K
Sell
3,234
-338
-9%
-$48.9K
0.07%
289
2021
Q3
$441K
Hold
3,572
–
–
0.08%
277
2021
Q2
$441K
Buy
+3,572
New
+$441K
0.08%
277
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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