STXD vs SPXN overlap
STXD and SPXN overlap 22.5% by weight, across 85 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | STXD | SPXN | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.36% | 5.91% | 4.36% |
| Broadcom Inc.AVGO | 5.23% | 3.75% | 3.75% |
| ELI Lilly & CoLLY | 5.89% | 1.55% | 1.55% |
| Costco WholesaleCOST | 2.75% | 0.75% | 0.75% |
| LAM ResearchLRCX | 3.57% | 0.70% | 0.70% |
| Oracle Corp.ORCL | 1.65% | 0.68% | 0.68% |
| Applied MaterialAMAT | 3.78% | 0.63% | 0.63% |
| Home Depot Inc.HD | 2.31% | 0.56% | 0.56% |
| Texas InstrumentTXN | 1.79% | 0.49% | 0.49% |
| KLA Corp.KLAC | 2.62% | 0.45% | 0.45% |
| RTX Corp.RTX | 1.68% | 0.43% | 0.43% |
| Analog DevicesADI | 1.28% | 0.36% | 0.36% |
| Thermo FisherTMO | 1.24% | 0.33% | 0.33% |
| Amphenol Corp.-aAPH | 1.42% | 0.32% | 0.32% |
| Amgen Inc.AMGN | 1.29% | 0.32% | 0.32% |
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: STXD, SEC Form N-PORT, June 30, 2026; SPXN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | STXD | SPXN |
|---|---|---|
| Captrust Financial Advisors | $336K | $1.0M |
| Osaic Holdings, Inc. | $278K | $805K |
| Morgan Stanley | $64 | $909K |
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: STXD institutional holders, SPXN institutional holders.
Frequently asked questions
How much do STXD and SPXN overlap?
22.5% by weight, with 85 holdings in common, using holdings for STXD as of June 30, 2026 and SPXN as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both STXD and SPXN?
3 Form 13F filers report positions in both, out of 49 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%.