SPTI vs SPSB overlap
SPTI and SPSB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: SPTI, SEC Form N-PORT, June 30, 2026; SPSB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPTI | SPSB |
|---|---|---|
| LPL Financial LLC | $1.5B | $288.3M |
| Creative Planning | $6.2M | $1.7B |
| JPMorgan Chase & Co | $1.7M | $911.9M |
| Envestnet Asset Management Inc. | $234.9M | $177.0M |
| Mather Group, LLC. | $356.3M | $6K |
| FMR LLC | $334K | $333.5M |
| Bank of America Corp. | $57.3M | $221.5M |
| Morgan Stanley | $34.4M | $238.3M |
| Ameriprise Financial Inc. | $214.3M | $35.8M |
| Osaic Holdings, Inc. | $161.2M | $47.8M |
| Baird Financial Group, Inc. | $4.6M | $199.8M |
| Wells Fargo & Company | $90.4M | $102.8M |
| Merit Financial Group, LLC | $183.1M | $1.3M |
| GLOBALT Investments LLC | $166.0M | $994K |
| UBS Group AG | $51.3M | $92.8M |
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: SPTI institutional holders, SPSB institutional holders.
Frequently asked questions
How much do SPTI and SPSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTI as of June 30, 2026 and SPSB as of June 30, 2026.
Do institutions hold both SPTI and SPSB?
197 Form 13F filers report positions in both, out of 791 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%.