VanEck Semiconductor ETF $SMH Stake Lifted by Surience Private Wealth LLC

Posted by Brian Himes on Jun 25th, 2026

Surience Private Wealth LLC lifted its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 1,174.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,815 shares of the company’s stock after acquiring an additional 7,202 shares during the period. VanEck Semiconductor ETF accounts for approximately 3.2% of Surience Private Wealth LLC’s investment portfolio, making the stock its 10th biggest holding. Surience Private Wealth LLC’s holdings in VanEck Semiconductor ETF were worth $2,996,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Brooklyn Investment Group increased its stake in VanEck Semiconductor ETF by 2.2% in the fourth quarter. Brooklyn Investment Group now owns 1,192 shares of the company’s stock valued at $434,000 after purchasing an additional 26 shares during the last quarter. Total Clarity Wealth Management Inc. lifted its position in shares of VanEck Semiconductor ETF by 1.1% during the 1st quarter. Total Clarity Wealth Management Inc. now owns 2,567 shares of the company’s stock worth $984,000 after buying an additional 27 shares during the last quarter. Armstrong Advisory Group Inc. lifted its position in shares of VanEck Semiconductor ETF by 1.8% during the 4th quarter. Armstrong Advisory Group Inc. now owns 1,624 shares of the company’s stock worth $585,000 after buying an additional 29 shares during the last quarter. Johnson Investment Counsel Inc. boosted its holdings in shares of VanEck Semiconductor ETF by 3.6% in the 4th quarter. Johnson Investment Counsel Inc. now owns 844 shares of the company’s stock valued at $304,000 after buying an additional 29 shares in the last quarter. Finally, Arkadios Wealth Advisors boosted its holdings in shares of VanEck Semiconductor ETF by 0.3% in the 4th quarter. Arkadios Wealth Advisors now owns 8,670 shares of the company’s stock valued at $3,122,000 after buying an additional 30 shares in the last quarter.

More VanEck Semiconductor ETF News

Here are the key news stories impacting VanEck Semiconductor ETF this week:

Positive Sentiment: Fundstrat’s Tom Lee said the recent sharp drop in SMH and related chip ETFs has historically been a strong buying opportunity, arguing these kinds of one-day declines often precede rebounds. Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
Positive Sentiment: Nvidia’s upbeat forecast is improving the earnings outlook for semiconductor companies held by SMH, reinforcing the view that AI demand is still supporting the industry. Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
Positive Sentiment: Analysts said a 2027 memory shortage could keep Micron and other memory-chip names strong through 2028, which would benefit semiconductor ETF exposure if the cycle tightens as expected. Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Positive Sentiment: Broad market commentary also points to the AI trade expanding beyond the biggest tech names, supporting continued investor interest in semiconductor funds like SMH. Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead
Neutral Sentiment: VanEck launched a new China semiconductor ETF, expanding its semiconductor lineup, but the launch is more of a product development story than a direct near-term driver for SMH. VanEck Launches SMHC, Offering Pure-Play Access to China’s Semiconductor Build-Out
Negative Sentiment: SMH was hit hard in the prior session as chip stocks sold off across the sector, reflecting broad risk-off sentiment in AI and technology names. South Korea’s tech rout spills into US semiconductor ETFs ahead of Micron’s make-or-break report
Negative Sentiment: South Korea’s tech rout, including weakness in memory-chip stocks, is spilling into U.S. semiconductor ETFs and adding pressure on SMH ahead of Micron’s upcoming report. South Korea’s tech rout spills into US semiconductor ETFs ahead of Micron’s make-or-break report
Negative Sentiment: SK Hynix’s planned U.S. listing could make the stock easier to buy directly, potentially drawing some demand away from South Korea-focused funds and partially reshaping semiconductor fund flows. SK Hynix Stock Will List in the U.S. What That Means for South Korea and Chip Funds.

VanEck Semiconductor ETF Price Performance

NASDAQ SMH opened at $617.00 on Thursday. The firm’s fifty day moving average price is $563.44 and its 200 day moving average price is $451.55. VanEck Semiconductor ETF has a 12 month low of $272.16 and a 12 month high of $671.83. The company has a market capitalization of $71.69 billion, a price-to-earnings ratio of 34.83 and a beta of 1.72.

VanEck Semiconductor ETF Profile

(Free Report)

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.