XML Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$457K Buy
697
+22
+3% +$12K 0.03% 300
2026
Q1
$259K Sell
675
-213
-24% -$84.6K 0.02% 365
2025
Q4
$320K Buy
888
+213
+32% +$74.7K 0.03% 324
2025
Q3
$220K Buy
+675
New +$200K 0.02% 360
2024
Q3
– Sell
-793
Closed -$207K – 357
2024
Q2
$207K Buy
+793
New +$186K 0.02% 318

Other funds holding SMH

XML Financial's SMH Position: Q2 2026 in Review

XML Financial increased its VanEck Semiconductor ETF (SMH) stake by 3.3% in Q2 2026, buying an estimated $12K and bringing the position to 697 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #300.

XML Financial first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 1,560 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • XML Financial held 697 shares of VanEck Semiconductor ETF worth $457K as of Q2 2026.
  • XML Financial bought 22 VanEck Semiconductor ETF shares in Q2 2026, an estimated $12K.
  • VanEck Semiconductor ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #300 holding.
  • XML Financial first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,560 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.