SPTM vs SDY overlap
SPTM and SDY overlap 13.7% by weight, across 155 shared holdings.
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Top shared holdings
| Holding | SPTM | SDY | Overlap |
|---|---|---|---|
| Johnson&JohnsonJNJ | 0.88% | 0.99% | 0.88% |
| Exxon Mobil Corp.XOM | 0.81% | 0.93% | 0.81% |
| Abbvie Inc.ABBV | 0.64% | 1.62% | 0.64% |
| Procter & GamblePG | 0.49% | 1.25% | 0.49% |
| Caterpillar Inc.CAT | 0.70% | 0.47% | 0.47% |
| Coca-Cola Co/theKO | 0.45% | 1.26% | 0.45% |
| Chevron Corp.CVX | 0.44% | 1.27% | 0.44% |
| Texas InstrumentTXN | 0.39% | 1.55% | 0.39% |
| IBMIBM | 0.38% | 1.27% | 0.38% |
| Microsoft Corp.MSFT | 3.96% | 0.36% | 0.36% |
| Linde PLCLIN | 0.34% | 0.56% | 0.34% |
| Walmart Inc.WMT | 0.71% | 0.29% | 0.29% |
| Qualcomm Inc.QCOM | 0.28% | 1.57% | 0.28% |
| Analog DevicesADI | 0.28% | 0.61% | 0.28% |
| McDonalds Corp.MCD | 0.28% | 0.89% | 0.28% |
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; SDY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPTM | SDY |
|---|---|---|
| LPL Financial LLC | $753.6M | $462.7M |
| Bank of America Corp. | $82.9M | $1.1B |
| Morgan Stanley | $142.4M | $746.6M |
| Raymond James Financial Inc. | $57.4M | $455.0M |
| Assetmark, Inc. | $500.1M | $569K |
| Creative Planning | $385.4M | $64.5M |
| Wells Fargo & Company | $93.6M | $347.2M |
| Ameriprise Financial Inc. | $135.9M | $196.6M |
| Royal Bank of Canada | $19.6M | $310.3M |
| Valmark Advisers, Inc. | $268.9M | $1.9M |
| UBS Group AG | $13.8M | $254.8M |
| Private Advisor Group, LLC | $238.8M | $26.3M |
| Envestnet Asset Management Inc. | $90.7M | $169.2M |
| JPMorgan Chase & Co | $32.8M | $210.9M |
| Wealthcare Advisory Partners LLC | $227.7M | $1.8M |
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: SPTM institutional holders, SDY institutional holders.
Frequently asked questions
How much do SPTM and SDY overlap?
13.7% by weight, with 155 holdings in common, using holdings for SPTM as of June 30, 2026 and SDY as of June 30, 2026. The largest shared position is JNJ.
Do institutions hold both SPTM and SDY?
398 Form 13F filers report positions in both, out of 1,625 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%.