WTRE vs SPAX overlap
1 institutions report holding both WTRE and SPAX.
WTRESPAX
Pick 2 to 4 ETFs.
We don’t have holdings for SPAX. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 24 holding any
WTRE10.3% of its 13F dollars, 6.7% of its 15 holders
SPAX5.0% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | WTRE | SPAX |
|---|---|---|
| Jane Street Group, LLC | $349K | $170K |
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: WTRE institutional holders, SPAX institutional holders.
Frequently asked questions
Do institutions hold both WTRE and SPAX?
1 Form 13F filers report positions in both, out of 24 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%.