SPGP vs GSEW overlap
SPGP and GSEW overlap 12.8% by weight, across 65 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SPGP: July 31, 2026, GSEW: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SPGP | GSEW | Overlap |
|---|---|---|---|
| Fortinet Inc.FTNT | 1.47% | 0.30% | 0.30% |
| First Solar Inc.FSLR | 1.74% | 0.28% | 0.28% |
| Applovin Co-CL aAPP | 1.71% | 0.26% | 0.26% |
| DexcomDXCM | 1.43% | 0.24% | 0.24% |
| United AirlinesUAL | 1.41% | 0.23% | 0.23% |
| Delta Air LIDAL | 1.17% | 0.22% | 0.22% |
| Arista NetworksANET | 1.96% | 0.22% | 0.22% |
| ELI Lilly & CoLLY | 1.81% | 0.22% | 0.22% |
| Microsoft Corp.MSFT | 1.12% | 0.21% | 0.21% |
| KLA Corp.KLAC | 0.87% | 0.21% | 0.21% |
| General ElectricGE | 1.96% | 0.21% | 0.21% |
| PTC Inc.PTC | 1.05% | 0.20% | 0.20% |
| Fox Corp. - aFOXA | 0.95% | 0.20% | 0.20% |
| Carnival Corp. LTCCL | 1.71% | 0.20% | 0.20% |
| Nvidia Corp.NVDA | 2.13% | 0.20% | 0.20% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SPGP, SEC Form N-PORT, July 31, 2026; GSEW, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPGP | GSEW |
|---|---|---|
| Morgan Stanley | $210.0M | $84.8M |
| LPL Financial LLC | $130.0M | $49.4M |
| Integrated Wealth Concepts LLC | $405K | $171.6M |
| Raymond James Financial Inc. | $81.6M | $63.5M |
| Bank of America Corp. | $79.3M | $34.3M |
| Ameriprise Financial Inc. | $4.3M | $64.6M |
| Northwestern Mutual Wealth Management Co | $31.6M | $29.6M |
| Aptus Capital Advisors, LLC | $44K | $53.0M |
| Wells Fargo & Company | $12.3M | $38.9M |
| Fifth Third Bancorp | $45.3M | $14K |
| Envestnet Asset Management Inc. | $9.6M | $22.3M |
| Commonwealth Equity Services, LLC | $22.3M | $8.7M |
| UBS Group AG | $15.3M | $12.5M |
| Royal Bank of Canada | $14.8M | $11.2M |
| Osaic Holdings, Inc. | $16.8M | $7.8M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: SPGP institutional holders, GSEW institutional holders.
Frequently asked questions
How much do SPGP and GSEW overlap?
12.8% by weight, with 65 holdings in common, using holdings for SPGP as of July 31, 2026 and GSEW as of May 31, 2026. The largest shared position is FTNT.
Do institutions hold both SPGP and GSEW?
71 Form 13F filers report positions in both, out of 415 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.