SPXT vs MEDI overlap
SPXT and MEDI overlap 7.4% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SPXT: May 31, 2026, MEDI: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SPXT | MEDI | Overlap |
|---|---|---|---|
| ELI Lilly & CoLLY | 2.19% | 20.78% | 2.19% |
| Abbvie Inc.ABBV | 0.96% | 3.09% | 0.96% |
| Unitedhealth GRPUNH | 0.86% | 1.39% | 0.86% |
| Merck & CoMRK | 0.74% | 2.47% | 0.74% |
| Thermo FisherTMO | 0.46% | 1.16% | 0.46% |
| Gilead SciencesGILD | 0.42% | 5.10% | 0.42% |
| Intuitive SurgicISRG | 0.38% | 2.83% | 0.38% |
| Danaher Corp.DHR | 0.29% | 1.73% | 0.29% |
| Vertex PharmVRTX | 0.28% | 1.22% | 0.28% |
| McKesson Corp.MCK | 0.23% | 2.02% | 0.23% |
| Boston ScientifcBSX | 0.18% | 2.40% | 0.18% |
| Cencora Inc.COR | 0.13% | 2.75% | 0.13% |
| Idexx LabsIDXX | 0.11% | 1.40% | 0.11% |
| DexcomDXCM | 0.07% | 0.81% | 0.07% |
| Viatris Inc.VTRS | 0.05% | 0.57% | 0.05% |
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: SPXT, SEC Form N-PORT, May 31, 2026; MEDI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPXT | MEDI |
|---|---|---|
| LPL Financial LLC | $1.2M | $8.0M |
| Commonwealth Equity Services, LLC | $312K | $7.1M |
| Susquehanna International Group, LLP | $2.7M | $379K |
| Osaic Holdings, Inc. | $535K | $744K |
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: SPXT institutional holders, MEDI institutional holders.
Frequently asked questions
How much do SPXT and MEDI overlap?
7.4% by weight, with 16 holdings in common, using holdings for SPXT as of May 31, 2026 and MEDI as of July 31, 2026. The largest shared position is LLY.
Do institutions hold both SPXT and MEDI?
4 Form 13F filers report positions in both, out of 35 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%.