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Tamar Securities’s VanEck Semiconductor ETF SMH Stock Holding History

Tamar 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
Q2 		$13M Sell
19,837
-4,579
-19% -$2.5M 1.22% 34
2026
Q1 		$9.36M Sell
24,416
-6,803
-22% -$2.7M 1% 36
2025
Q4 		$11.2M Buy
31,219
+524
+2% +$184K 1.19% 31
2025
Q3 		$10M Buy
30,695
+141
+0.5% +$41.7K 1.14% 32
2025
Q2 		$8.52M Buy
30,554
+1,251
+4% +$290K 1.03% 35
2025
Q1 		$6.2M Buy
29,303
+2,094
+8% +$502K 0.84% 38
2024
Q4 		$6.59M Buy
27,209
+778
+3% +$193K 0.91% 34
2024
Q3 		$6.49M Buy
26,431
+720
+3% +$175K 0.91% 34
2024
Q2 		$6.7M Buy
25,711
+771
+3% +$181K 1.09% 35
2024
Q1 		$5.61M Buy
24,940
+4,573
+22% +$919K 0.95% 35
2023
Q4 		$3.56M Buy
20,367
+10,286
+102% +$1.61M 0.7% 37
2023
Q3 		$1.46M Buy
10,081
+6,181
+158% +$936K 0.35% 40
2023
Q2 		$594K Sell
3,900
-102
-3% -$13.8K 0.15% 42
2023
Q1 		$527K Sell
4,002
-94
-2% -$11.3K 0.15% 38
2022
Q4 		$416K Buy
+4,096
New +$416K 0.13% 40

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Tamar Securities's SMH Position: Q2 2026 in Review

Tamar Securities reduced its VanEck Semiconductor ETF (SMH) stake by 19% in Q2 2026, selling an estimated $2.5M and leaving 19,837 shares worth $13M. The position accounts for 1.22% of the portfolio, ranked #34.

Tamar Securities first reported a position in SMH in Q4 2022 and has held it in 15 quarters since. 1,186 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Tamar Securities held 19,837 shares of VanEck Semiconductor ETF worth $13M as of Q2 2026.
  • Tamar Securities sold 4,579 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.5M.
  • VanEck Semiconductor ETF made up 1.22% of Tamar Securities's portfolio in Q2 2026, its #34 holding.
  • Tamar Securities first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,186 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Tamar Securities's 13F filing for Q2 2026, filed 5 Aug 2026.