FLIN vs SPEM overlap - what they share and where they differ
FLIN and SPEM share 14.4% of their weight across 212 common positions, read from what each fund reported to the SEC.
Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.
FLIN and SPEM
14.4%
212 shared positions
FLIN
Franklin FTSE India ETF
Reported positions cover 100% of the fund, 274 positions · Jun 30, 2026
Top 10: 30.8%·Holdings of FLIN
SPEM
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
Reported positions cover 100% of the fund, 2,718 positions · Jun 30, 2026
Top 10: 26.7%·Holdings of SPEM
Reported positions cover FLIN 100%, SPEM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SPEM vs FLIN side by side
FLINFranklin FTSE India ETF
274
stock positions reported to the SEC
8.8% of its weight is in 62 names SPEM does not hold
SPEMState Street(R) SPDR(R) Portfolio Emerging Markets ETF
2,718
stock positions reported to the SEC
85.3% of its weight is in 2,506 names FLIN does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: SPEM has 16.7 points more of it.
The figures side by side
| FLIN | SPEM | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 274 | 2,718 |
| Weight of the ten largest | 30.8% | 26.7% |
| Largest position | HDB 5.7% | TSM 14.7% |
| Held alone | 62 positions, 8.8% | 2,506 positions, 85.3% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In FLIN | In SPEM | Counted |
|---|---|---|---|
| SUGPSUN TV NETWORK LTD | 2.01% | 1.14% | 1.14% |
| HDBHDFC BANK LTD | 5.74% | 0.84% | 0.84% |
| RSRELIANCE INDUSTRIES LTD | 5.49% | 0.81% | 0.81% |
| IBNICICI BANK LTD | 4.61% | 0.71% | 0.71% |
| BHARTI AIRTEL LIMITEDBHARTI AIRTEL LTD | 3.55% | 0.53% | 0.53% |
| AXIS BANK LIMITEDAXIS BANK LTD | 1.95% | 0.33% | 0.33% |
| INFYINFOSYS LTD | 2.15% | 0.33% | 0.33% |
| BAJAJ FINANCE LIMITEDBAJAJ FINANCE LTD | 1.73% | 0.30% | 0.30% |
| LARSEN AND TOUBRO LIMITEDLARSEN & TOUBRO LTD | 1.76% | 0.28% | 0.28% |
| MAHINDRA AND MAHINDRA LIMITEDMAHINDRA & MAHINDRA LTD | 1.80% | 0.24% | 0.24% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in FLIN
Only in SPEM
Questions people ask
Is FLIN the same as SPEM?
14.4% of their weight sits in the same 212 holdings. FLIN also reports ASIAN PAINT LTD, APOLLO HOSPITALS ENTERPRISES LTD, TATA MOTORS LIMITED, which the other does not. SPEM also reports TSM, TENCENT HOLDINGS LIMITED, MEDIATEK INC., which the other does not.
How is the overlap between FLIN and SPEM measured?
For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of FLIN and 100% of SPEM, so the number cannot exceed the smaller coverage.
Which holds more, SPEM or FLIN?
FLIN reports 274 stock positions and SPEM reports 2,718. 8.8% of FLIN's weight sits in names SPEM does not hold, and 85.3% of SPEM's weight in names FLIN does not hold. The ten largest positions are 30.8% of FLIN and 26.7% of SPEM.
How do FLIN and SPEM differ by sector?
The widest gap is Technology: SPEM has 16.7 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.
Where do the numbers come from?
From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.
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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.