SPYX vs EQTY overlap
SPYX and EQTY overlap 22.8% by weight, across 31 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPYX | EQTY | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.45% | 4.61% | 4.45% |
| Amazon.COM Inc.AMZN | 3.74% | 3.42% | 3.42% |
| Alphabet Inc.-CGOOG | 2.68% | 4.19% | 2.68% |
| META Platforms-aMETA | 1.98% | 2.49% | 1.98% |
| Apple Inc.AAPL | 6.82% | 1.59% | 1.59% |
| Berkshire HATH-BBRK/B | 1.47% | 1.56% | 1.47% |
| ADV Micro DeviceAMD | 1.52% | 1.40% | 1.40% |
| Applied MaterialAMAT | 0.92% | 2.03% | 0.92% |
| VISA Inc.-Class aV | 0.91% | 4.57% | 0.91% |
| Alphabet Inc.-aGOOGL | 3.36% | 0.88% | 0.88% |
| Philip Morris inPM | 0.45% | 4.07% | 0.45% |
| Analog DevicesADI | 0.31% | 3.69% | 0.31% |
| Arista NetworksANET | 0.28% | 1.78% | 0.28% |
| Schwab (Charles)SCHW | 0.24% | 4.91% | 0.24% |
| Salesforce Inc.CRM | 0.21% | 2.34% | 0.21% |
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: SPYX, SEC Form N-PORT, June 30, 2026; EQTY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPYX | EQTY |
|---|---|---|
| Morgan Stanley | $27.9M | $133K |
| Royal Bank of Canada | $14.0M | $4.4M |
| UBS Group AG | $6.8M | $44K |
| MML Investors Services, LLC | $1.6M | $3.1M |
| Osaic Holdings, Inc. | $3.0M | $7K |
| Envestnet Asset Management Inc. | $2.0M | $210K |
| JPMorgan Chase & Co | $1.7M | $324K |
| GTS Securities LLC | $977K | $562K |
| Citadel Advisors LLC | $1.2M | $326K |
| Northwestern Mutual Wealth Management Co | $1.1M | $224K |
| Bank of Montreal | $370K | $703K |
| Susquehanna International Group, LLP | $511K | $501K |
| Chicago Partners Investment Group LLC | $488K | $401K |
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: SPYX institutional holders, EQTY institutional holders.
Frequently asked questions
How much do SPYX and EQTY overlap?
22.8% by weight, with 31 holdings in common, using holdings for SPYX as of June 30, 2026 and EQTY as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both SPYX and EQTY?
13 Form 13F filers report positions in both, out of 279 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%.