Cassady Wealth & Retirement Planning LLC Grows Position in VanEck Semiconductor ETF $SMH

Cassady Wealth & Retirement Planning LLC lifted its position in VanEck Semiconductor ETF (NASDAQ:SMH) by 18.8% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 7,760 shares of the company’s stock after purchasing an additional 1,227 shares during the period. VanEck Semiconductor ETF comprises approximately 1.5% of Cassady Wealth & Retirement Planning LLC’s portfolio, making the stock its 25th biggest holding. Cassady Wealth & Retirement Planning LLC’s holdings in VanEck Semiconductor ETF were worth $2,975,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. WealthCollab LLC bought a new stake in VanEck Semiconductor ETF in the 4th quarter worth $28,000. Investment Counsel Co. of Nevada bought a new position in shares of VanEck Semiconductor ETF during the fourth quarter valued at about $35,000. Core Wealth Advisors LLC bought a new position in shares of VanEck Semiconductor ETF during the fourth quarter valued at about $36,000. Resources Management Corp CT ADV purchased a new stake in shares of VanEck Semiconductor ETF during the first quarter worth about $38,000. Finally, Jessup Wealth Management Inc purchased a new stake in shares of VanEck Semiconductor ETF during the fourth quarter worth about $40,000.

Key Stories Impacting VanEck Semiconductor ETF

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

• Positive Sentiment: SMH has delivered strong longer-term performance, benefiting from the artificial-intelligence investment cycle. One report says the ETF returned about 45% year to date, despite Nvidia’s relatively limited contribution, suggesting gains have broadened across semiconductor companies. This Chip ETF Just Pulled Off a Historic 2026 While Nvidia Stumbled
• Positive Sentiment: The ETF’s decade-long gains highlight the structural growth potential of semiconductors, including demand tied to AI, data centers and advanced computing. However, these past returns also raise expectations and valuation sensitivity. If You’d Invested $1,000 in SMH 10 Years Ago, Here’s How Much You’d Have Today

VanEck Semiconductor ETF Price Performance

NASDAQ SMH opened at $504.22 on Thursday. VanEck Semiconductor ETF has a 1 year low of $279.19 and a 1 year high of $671.83. The stock has a market capitalization of $60.78 billion, a PE ratio of 34.83 and a beta of 1.71. The business’s 50-day moving average is $599.34 and its 200 day moving average is $490.84.

About VanEck Semiconductor ETF

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.