SPTM vs MGV overlap
SPTM and MGV overlap 32.1% by weight, across 119 shared holdings.
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Top shared holdings
| Holding | SPTM | MGV | Overlap |
|---|---|---|---|
| Micron TechMU | 1.86% | 5.26% | 1.86% |
| Berkshire HATH-BBRK/B | 1.31% | 3.15% | 1.31% |
| JPMorgan ChaseJPM | 1.25% | 3.64% | 1.25% |
| Intel Corp.INTC | 0.94% | 2.20% | 0.94% |
| Johnson&JohnsonJNJ | 0.88% | 2.61% | 0.88% |
| Applied MaterialAMAT | 0.82% | 1.72% | 0.82% |
| Exxon Mobil Corp.XOM | 0.81% | 2.91% | 0.81% |
| Walmart Inc.WMT | 0.71% | 2.44% | 0.71% |
| Caterpillar Inc.CAT | 0.70% | 1.96% | 0.70% |
| Cisco SystemsCSCO | 0.67% | 2.06% | 0.67% |
| Abbvie Inc.ABBV | 0.64% | 1.85% | 0.64% |
| Costco WholesaleCOST | 0.59% | 2.04% | 0.59% |
| General ElectricGE | 0.55% | 1.55% | 0.55% |
| Unitedhealth GRPUNH | 0.54% | 1.66% | 0.54% |
| Bank of AmericaBAC | 0.53% | 1.60% | 0.53% |
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: SPTM, SEC Form N-PORT, June 30, 2026; MGV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPTM | MGV |
|---|---|---|
| Assetmark, Inc. | $500.1M | $2.6B |
| LPL Financial LLC | $753.6M | $189.3M |
| Bank of America Corp. | $82.9M | $764.3M |
| Morgan Stanley | $142.4M | $526.5M |
| Ameriprise Financial Inc. | $135.9M | $402.3M |
| Creative Planning | $385.4M | $16.7M |
| UBS Group AG | $13.8M | $292.7M |
| Envestnet Asset Management Inc. | $90.7M | $202.3M |
| Merit Financial Group, LLC | $1.2M | $270.1M |
| Valmark Advisers, Inc. | $268.9M | $416K |
| Osaic Holdings, Inc. | $139.9M | $129.0M |
| Cambridge Investment Research Advisors, Inc. | $136.7M | $127.1M |
| Wells Fargo & Company | $93.6M | $162.4M |
| Private Advisor Group, LLC | $238.8M | $16.3M |
| Wealthcare Advisory Partners LLC | $227.7M | $25.3M |
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: SPTM institutional holders, MGV institutional holders.
Frequently asked questions
How much do SPTM and MGV overlap?
32.1% by weight, with 119 holdings in common, using holdings for SPTM as of June 30, 2026 and MGV as of May 31, 2026. The largest shared position is MU.
Do institutions hold both SPTM and MGV?
276 Form 13F filers report positions in both, out of 1,104 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%.