TWM
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Tradition Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Tradition Wealth Management’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 		$2.01M Sell
3,062
-17
-0.6% -$9.28K 0.12% 156
2026
Q1 		$1.18M Sell
3,079
-65
-2% -$25.8K 0.08% 183
2025
Q4 		$1.13M Sell
3,144
-89
-3% -$31.2K 0.08% 180
2025
Q3 		$1.06M Buy
3,233
+300
+10% +$88.8K 0.08% 181
2025
Q2 		$818K Buy
2,933
+500
+21% +$116K 0.07% 204
2025
Q1 		$514K Sell
2,433
-212
-8% -$50.8K 0.05% 246
2024
Q4 		$641K Sell
2,645
-311
-11% -$77.2K 0.06% 213
2024
Q3 		$726K Sell
2,956
-20
-0.7% -$4.86K 0.06% 195
2024
Q2 		$776K Buy
2,976
+185
+7% +$43.4K 0.08% 178
2024
Q1 		$628K Buy
2,791
+462
+20% +$92.9K 0.06% 188
2023
Q4 		$407K Hold
2,329
– – 0.04% 227
2023
Q3 		$338K Hold
2,329
– – 0.04% 233
2023
Q2 		$355K Buy
2,329
+299
+15% +$40.4K 0.04% 227
2023
Q1 		$267K Buy
2,030
+308
+18% +$36.9K 0.03% 258
2022
Q4 		$175K Buy
1,722
+580
+51% +$59K 0.02% 282
2022
Q3 		$106K Sell
1,142
-400
-26% -$43.6K 0.02% 355
2022
Q2 		$157K Hold
1,542
– – 0.02% 294
2022
Q1 		$208K Buy
1,542
+350
+29% +$47.9K 0.03% 286
2021
Q4 		$184K Buy
1,192
+1,032
+645% +$149K 0.02% 315
2021
Q3 		$21K Buy
160
+20
+14% +$2.63K ﹤0.01% 714
2021
Q2 		$18K Hold
140
– – ﹤0.01% 789
2021
Q1 		$17K Buy
140
+120
+600% +$14.2K ﹤0.01% 670
2020
Q4 		$2K Buy
+20
New +$1.98K ﹤0.01% 953

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Tradition Wealth Management's SMH Position: Q2 2026 in Review

Tradition Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 0.55% in Q2 2026, selling an estimated $9.28K and leaving 3,062 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #156.

Tradition Wealth Management first reported a position in SMH in Q4 2020 and has held it in 23 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Tradition Wealth Management held 3,062 shares of VanEck Semiconductor ETF worth $2.01M as of Q2 2026.
  • Tradition Wealth Management sold 17 VanEck Semiconductor ETF shares in Q2 2026, an estimated $9.28K.
  • VanEck Semiconductor ETF made up 0.12% of Tradition Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Tradition Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.