XSPI vs DDDD overlap
XSPI and DDDD overlap 7.2% by weight, across 44 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XSPI | DDDD | Overlap |
|---|---|---|---|
| Unitedhealth GRPUNH | 0.54% | 4.22% | 0.54% |
| Home Depot Inc.HD | 0.52% | 4.07% | 0.52% |
| Procter & GamblePG | 0.49% | 3.96% | 0.49% |
| Merck & CoMRK | 0.48% | 4.36% | 0.48% |
| Chevron Corp.CVX | 0.47% | 3.98% | 0.47% |
| Coca-Cola Co/theKO | 0.45% | 4.27% | 0.45% |
| Texas InstrumentTXN | 0.42% | 3.43% | 0.42% |
| Amgen Inc.AMGN | 0.29% | 4.37% | 0.29% |
| Pepsico Inc.PEP | 0.28% | 3.76% | 0.28% |
| Qualcomm Inc.QCOM | 0.28% | 2.27% | 0.28% |
| Verizon CommunicVZ | 0.26% | 3.85% | 0.26% |
| Abbott LabsABT | 0.24% | 4.66% | 0.24% |
| ConocophillipsCOP | 0.19% | 3.71% | 0.19% |
| Altria Group Inc.MO | 0.18% | 2.89% | 0.18% |
| Bristol-MYER SQBBMY | 0.17% | 3.37% | 0.17% |
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: XSPI, SEC Form N-PORT, June 30, 2026; DDDD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSPI | DDDD |
|---|---|---|
| Farther Finance Advisors, LLC | $125K | $5K |
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: XSPI institutional holders, DDDD institutional holders.
Frequently asked questions
How much do XSPI and DDDD overlap?
7.2% by weight, with 44 holdings in common, using holdings for XSPI as of June 30, 2026 and DDDD as of July 31, 2026. The largest shared position is UNH.
Do institutions hold both XSPI and DDDD?
1 Form 13F filers report positions in both, out of 12 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%.