SPTS vs FTSM overlap
SPTS and FTSM overlap 1.6% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPTS | FTSM | Overlap |
|---|---|---|---|
| US Treasury N/BT | 0.87% | 0.98% | 0.87% |
| US Treasury N/BT | 0.76% | 1.72% | 0.76% |
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: SPTS, SEC Form N-PORT, June 30, 2026; FTSM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPTS | FTSM |
|---|---|---|
| Morgan Stanley | $65.9M | $816.4M |
| LPL Financial LLC | $268.3M | $531.1M |
| Wells Fargo & Company | $76.0M | $451.2M |
| Royal Bank of Canada | $46.0M | $187.7M |
| Envestnet Asset Management Inc. | $176.7M | $51.7M |
| Bank of America Corp. | $56.2M | $147.6M |
| UBS Group AG | $23.7M | $166.8M |
| Raymond James Financial Inc. | $25.8M | $163.1M |
| Cetera Investment Advisers | $20.3M | $101.3M |
| Osaic Holdings, Inc. | $46.4M | $72.5M |
| Cambridge Investment Research Advisors, Inc. | $11.1M | $106.4M |
| Cerity Partners LLC | $92.7M | $562K |
| Truist Financial Corp. | $55.3M | $35.3M |
| Stifel Financial Corp. | $12.8M | $71.5M |
| Ameriprise Financial Inc. | $81.9M | $338K |
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: SPTS institutional holders, FTSM institutional holders.
Frequently asked questions
How much do SPTS and FTSM overlap?
1.6% by weight, with 2 holdings in common, using holdings for SPTS as of June 30, 2026 and FTSM as of July 31, 2026. The largest shared position is T.
Do institutions hold both SPTS and FTSM?
151 Form 13F filers report positions in both, out of 686 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%.