SSPY vs KNGZ overlap

SSPY and KNGZ overlap 20.7% by weight, across 98 shared holdings.

SSPYKNGZ

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20.7%

overlap by weight, across 98 shared holdings

SSPY20.8% of the fund is in shared holdings, of 503

KNGZ99.7% of the fund is in shared holdings, of 98

Top shared holdings

Holding	SSPY	KNGZ	Overlap
IBMIBM	1.09%	3.47%	1.09%
Microsoft Corp.MSFT	0.99%	0.99%	0.99%
Comcast Corp.-aCMCSA	0.52%	2.41%	0.52%
Starbucks Corp.SBUX	0.51%	0.91%	0.51%
McDonalds Corp.MCD	0.49%	0.67%	0.49%
Oneok Inc.OKE	0.48%	1.42%	0.48%
Exxon Mobil Corp.XOM	0.48%	0.66%	0.48%
Kimberly-ClarkKMB	0.48%	0.70%	0.48%
Chevron Corp.CVX	0.46%	0.90%	0.46%
Clorox CoCLX	0.44%	0.53%	0.44%
Unitedhealth GRPUNH	0.42%	0.96%	0.42%
CVS Health Corp.CVS	0.42%	1.21%	0.42%
Hormel Foods CRPHRL	0.39%	0.70%	0.39%
Altria Group Inc.MO	0.38%	0.83%	0.38%
Broadcom Inc.AVGO	0.34%	0.90%	0.34%

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: SSPY, SEC Form N-PORT, June 30, 2026; KNGZ, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 51 holding any

SSPY16.2% of its 13F dollars, 28.6% of its 14 holders

KNGZ2.8% of its 13F dollars, 9.8% of its 41 holders

Largest institutions holding both

Firm	SSPY	KNGZ
Farther Finance Advisors, LLC	$6.3M	$109K
Goldman Sachs Group Inc.	$661K	$494K
Osaic Holdings, Inc.	$17K	$607K
Arax Advisory Partners	$47K	$8K

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: SSPY institutional holders, KNGZ institutional holders.

Frequently asked questions

How much do SSPY and KNGZ overlap?

20.7% by weight, with 98 holdings in common, using holdings for SSPY as of June 30, 2026 and KNGZ as of June 30, 2026. The largest shared position is IBM.

Do institutions hold both SSPY and KNGZ?

4 Form 13F filers report positions in both, out of 51 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%.