SWS Partners’s VanEck Semiconductor ETF SMH Stock Holding History

SWS Partners’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 Q3	$2.39M	Hold	3,929	–	–	0.51%	67
2026 Q2	$2.58M	Sell	3,929 -14	-0.4%	-$7.64K	0.56%	64
2026 Q1	$1.51M	Sell	3,943 -110	-3%	-$43.7K	0.37%	83
2025 Q4	$1.46M	Sell	4,053 -395	-9%	-$139K	0.35%	86
2025 Q3	$1.45M	Sell	4,448 -204	-4%	-$60.4K	0.35%	86
2025 Q2	$1.3M	Hold	4,652	–	–	0.35%	87
2025 Q1	$984K	Hold	4,652	–	–	0.32%	87
2024 Q4	$1.13M	Buy	4,652 +1,090	+31%	+$270K	0.34%	89
2024 Q3	$874K	Sell	3,562 -668	-16%	-$162K	0.28%	94
2024 Q2	$1.1M	Sell	4,230 -488	-10%	-$114K	0.33%	86
2024 Q1	$1.06M	Buy	4,718 +1,157	+32%	+$233K	0.32%	85
2023 Q4	$623K	Buy	3,561 +21	+0.6%	+$3.29K	0.2%	97
2023 Q3	$513K	Hold	3,540	–	–	0.19%	98
2023 Q2	$539K	Sell	3,540 -1,154	-25%	-$156K	0.19%	97
2023 Q1	$618K	Buy	+4,694	New	+$563K	0.23%	99
2022 Q4	–	Sell	-3,498	Closed	-$324K	–	99
2022 Q3	$324K	Buy	+3,498	New	+$381K	0.15%	97

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

SWS Partners's SMH Position: Q3 2026 in Review

SWS Partners held its VanEck Semiconductor ETF (SMH) position steady in Q3 2026 at 3,929 shares worth $2.39M. The position accounts for 0.51% of the portfolio, ranked #67.

SWS Partners first reported a position in SMH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.58M in Q2 2026. 953 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

SWS Partners held 3,929 shares of VanEck Semiconductor ETF worth $2.39M as of Q3 2026.
SWS Partners left its VanEck Semiconductor ETF share count unchanged in Q3 2026.
VanEck Semiconductor ETF made up 0.51% of SWS Partners's portfolio in Q3 2026, its #67 holding.
SWS Partners first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 16 quarters since.
SWS Partners's VanEck Semiconductor ETF position peaked at $2.58M in Q2 2026.
953 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.