GK Wealth Management LLC purchased a new position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,791 shares of the company’s stock, valued at approximately $1,175,000.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. WealthCollab LLC acquired a new stake in shares of VanEck Semiconductor ETF in the 4th quarter valued at about $28,000. MassMutual Private Wealth & Trust FSB acquired a new position in VanEck Semiconductor ETF during the 2nd quarter worth approximately $30,000. Investment Counsel Co. of Nevada acquired a new position in VanEck Semiconductor ETF during the 4th quarter worth approximately $35,000. Core Wealth Advisors LLC bought a new position in VanEck Semiconductor ETF in the fourth quarter worth approximately $36,000. Finally, Resources Management Corp CT ADV bought a new position in VanEck Semiconductor ETF in the first quarter worth approximately $38,000.
More VanEck Semiconductor ETF News
Here are the key news stories impacting VanEck Semiconductor ETF this week:
- Positive Sentiment: Strong technology-sector earnings helped lift U.S. equity indexes, while lower crude oil prices and optimism over a potential Iran deal improved the broader market backdrop for growth stocks. Update: US Equity Indexes Jump as Earnings Help Technology Top Sector Charts, Iran Deal Optimism Grows
- Positive Sentiment: Semiconductor ETFs including SMH, SOXX and SOXL reportedly attracted leading weekly fund flows after last week’s volatility, signaling that investors may be using the sector’s decline to rebuild positions. Semiconductor ETFs SMH, SOXX, SOXL Top Weekly Fund Flows For First Time, Analyst Says
- Positive Sentiment: A recent article argues that semiconductor stocks trading below their highs could represent a buying opportunity, with AI-related demand and spending remaining key long-term catalysts for SMH’s holdings. The Smartest Growth ETF to Buy Right Now — and It’s Up 50% in 2026
- Neutral Sentiment: REX Shares launched 3x long and -3x short semiconductor ETNs linked to an index tracking SMH-like exposure. The products increase trading visibility and hedging options around the semiconductor theme but do not directly change SMH’s fundamentals. Amplifying SMH Exposure: REX Shares Debuts SMHU & SMHD
- Negative Sentiment: Micron’s sharp pullback after its strong AI-memory rally has weighed on semiconductor sentiment and may pressure SMH because the ETF has significant exposure to chip and memory companies. Micron’s Sharp Pullback Hits These 3 Major Tech ETFs in Very Different Ways
- Negative Sentiment: Reports that SMH had fallen sharply from its recent peak following a Broadcom AI-demand warning highlight elevated valuation, profit-taking and sensitivity to any slowdown in AI spending. Semiconductor ETF SMH falls 18% in a month after a stellar 75% one-year rally
VanEck Semiconductor ETF Stock Performance
VanEck Semiconductor ETF Company Profile
The VanEck Semiconductor ETF (SMH) is an exchange-traded fund that is based on the MVIS US Listed Semiconductor 25 index, a market-cap-weighted index of 25 of the largest US-listed semiconductors companies. SMH was launched on May 5, 2000 and is managed by VanEck.
Further Reading
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