SPMO vs SDY overlap
SPMO and SDY overlap 7.9% by weight, across 19 shared holdings.
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Top shared holdings
| Holding | SPMO | SDY | Overlap |
|---|---|---|---|
| Coca-Cola Co/theKO | 1.21% | 1.26% | 1.21% |
| Johnson&JohnsonJNJ | 3.85% | 0.99% | 0.99% |
| Exxon Mobil Corp.XOM | 2.78% | 0.93% | 0.93% |
| Analog DevicesADI | 0.82% | 0.61% | 0.61% |
| Cummins Inc.CMI | 0.51% | 0.69% | 0.51% |
| Lockheed MartinLMT | 0.50% | 0.85% | 0.50% |
| Caterpillar Inc.CAT | 2.60% | 0.47% | 0.47% |
| General DynamicsGD | 0.45% | 0.84% | 0.45% |
| L3harris TechnolLHX | 0.42% | 0.51% | 0.42% |
| Northrop GrummanNOC | 0.35% | 0.47% | 0.35% |
| Cardinal HealthCAH | 0.33% | 0.47% | 0.33% |
| Cencora Inc.COR | 0.28% | 0.29% | 0.28% |
| Archer-DanielsADM | 0.15% | 1.30% | 0.15% |
| CH RobinsonCHRW | 0.14% | 0.65% | 0.14% |
| WEC Energy GroupWEC | 0.13% | 1.41% | 0.13% |
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; SDY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPMO | SDY |
|---|---|---|
| LPL Financial LLC | $1.2B | $462.7M |
| Bank of America Corp. | $519.4M | $1.1B |
| Morgan Stanley | $571.6M | $746.6M |
| Raymond James Financial Inc. | $294.4M | $455.0M |
| Wells Fargo & Company | $237.6M | $347.2M |
| Cambridge Investment Research Advisors, Inc. | $434.2M | $59.7M |
| Envestnet Asset Management Inc. | $239.0M | $169.2M |
| JPMorgan Chase & Co | $175.9M | $210.9M |
| Royal Bank of Canada | $66.8M | $310.3M |
| UBS Group AG | $95.0M | $254.8M |
| Ameriprise Financial Inc. | $92.9M | $196.6M |
| Northwestern Mutual Wealth Management Co | $266.7M | $14.8M |
| Cetera Investment Advisers | $158.4M | $114.2M |
| Osaic Holdings, Inc. | $169.6M | $84.1M |
| Commonwealth Equity Services, LLC | $102.1M | $133.0M |
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, SDY institutional holders.
Frequently asked questions
How much do SPMO and SDY overlap?
7.9% by weight, with 19 holdings in common, using holdings for SPMO as of May 31, 2026 and SDY as of June 30, 2026. The largest shared position is KO.
Do institutions hold both SPMO and SDY?
354 Form 13F filers report positions in both, out of 1,655 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%.