SVB Wealth’s Select Medical SEM Stock Holding History

SVB Wealth’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-535	Closed	-$8.93K	–	1426
2025 Q1	$8.93K	Buy	+535	New	+$9.85K	﹤0.01%	911

Other funds holding SEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SVB Wealth's SEM Position: Q2 2025 in Review

SVB Wealth sold out of Select Medical (SEM) in Q2 2025, closing a stake of 535 shares — an estimated $8.93K sold.

SVB Wealth first reported a position in SEM in Q1 2025 and held it in 1 quarter. The position peaked at $8.93K in Q1 2025. 262 funds tracked by Wall St. Rank hold SEM as of Q2 2025.

SVB Wealth reported no remaining Select Medical position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 535 Select Medical shares in Q2 2025, an estimated $8.93K.
SVB Wealth first reported a position in Select Medical in Q1 2025 and held it in 1 quarter.
SVB Wealth's Select Medical position peaked at $8.93K in Q1 2025.
262 funds tracked by Wall St. Rank held Select Medical as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.