SPTL vs SPIB overlap
SPTL and SPIB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: SPTL, SEC Form N-PORT, June 30, 2026; SPIB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPTL | SPIB |
|---|---|---|
| LPL Financial LLC | $286.4M | $1.9B |
| State Street Corp. | $2.0B | $13.0M |
| Financial Engines Advisors L.L.C. | $1.5B | $4.6M |
| Municipal Employees' Retirement System of Michigan | $514.4M | $397.5M |
| Envestnet Asset Management Inc. | $311.5M | $404.9M |
| UBS Group AG | $618.1M | $46.3M |
| FMR LLC | $459.2M | $778K |
| Morgan Stanley | $53.3M | $386.1M |
| Assetmark, Inc. | $160.4M | $177.3M |
| Bank of America Corp. | $261.3M | $49.8M |
| Charles Schwab Investment Management Inc. | $20.6M | $250.4M |
| Creative Planning | $246K | $256.8M |
| Wells Fargo & Company | $53.9M | $176.8M |
| Raymond James Financial Inc. | $27.1M | $176.7M |
| Waverly Advisors, LLC | $3.1M | $192.4M |
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: SPTL institutional holders, SPIB institutional holders.
Frequently asked questions
How much do SPTL and SPIB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTL as of June 30, 2026 and SPIB as of June 30, 2026.
Do institutions hold both SPTL and SPIB?
221 Form 13F filers report positions in both, out of 844 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%.