SPMO vs DVY overlap
SPMO and DVY overlap 6.2% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SPMO: May 31, 2026, DVY: July 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 | SPMO | DVY | Overlap |
|---|---|---|---|
| Philip Morris inPM | 1.29% | 1.14% | 1.14% |
| Coca-Cola Co/theKO | 1.21% | 0.99% | 0.99% |
| Exxon Mobil Corp.XOM | 2.78% | 0.97% | 0.97% |
| Gilead SciencesGILD | 0.83% | 0.63% | 0.63% |
| Lockheed MartinLMT | 0.50% | 0.62% | 0.50% |
| Altria Group Inc.MO | 0.47% | 2.09% | 0.47% |
| Ford Motor CoF | 0.30% | 1.62% | 0.30% |
| American ElectriAEP | 0.30% | 0.94% | 0.30% |
| Entergy Corp.ETR | 0.18% | 0.82% | 0.18% |
| Archer-DanielsADM | 0.15% | 1.20% | 0.15% |
| Centerpoint ENERCNP | 0.13% | 0.68% | 0.13% |
| WEC Energy GroupWEC | 0.13% | 1.03% | 0.13% |
| Firstenergy Corp.FE | 0.10% | 1.17% | 0.10% |
| Nisource Inc.NI | 0.08% | 0.80% | 0.08% |
| Bunge Global SABG | 0.08% | 0.71% | 0.08% |
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: SPMO, SEC Form N-PORT, May 31, 2026; DVY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPMO | DVY |
|---|---|---|
| Bank of America Corp. | $519.4M | $1.1B |
| Morgan Stanley | $571.6M | $1.0B |
| LPL Financial LLC | $1.2B | $291.0M |
| Wells Fargo & Company | $237.6M | $604.2M |
| PNC Financial Services Group, Inc. | $895K | $541.2M |
| Cambridge Investment Research Advisors, Inc. | $434.2M | $58.6M |
| Royal Bank of Canada | $66.8M | $421.7M |
| Raymond James Financial Inc. | $294.4M | $192.1M |
| Envestnet Asset Management Inc. | $239.0M | $246.3M |
| JPMorgan Chase & Co | $175.9M | $253.9M |
| Northwestern Mutual Wealth Management Co | $266.7M | $46.7M |
| UBS Group AG | $95.0M | $173.0M |
| Bank of New York Mellon Corp | $1.2M | $248.4M |
| Cetera Investment Advisers | $158.4M | $89.4M |
| Osaic Holdings, Inc. | $169.6M | $77.8M |
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: SPMO institutional holders, DVY institutional holders.
Frequently asked questions
How much do SPMO and DVY overlap?
6.2% by weight, with 16 holdings in common, using holdings for SPMO as of May 31, 2026 and DVY as of July 31, 2026. The largest shared position is PM.
Do institutions hold both SPMO and DVY?
391 Form 13F filers report positions in both, out of 1,796 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%.