SPMO vs SPYG overlap - what they share and where they differ

SPMO and SPYG share 47.2% of their weight across 55 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.

SPMO and SPYG

47.2%

55 shared positions

SPMO

Invesco S&P 500 Momentum ETF

Reported positions cover 100% of the fund, 97 positions · May 31, 2026

Top 10: 55.3%·Holdings of SPMO

SPYG

State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF

Reported positions cover 100% of the fund, 145 positions · Jun 30, 2026

Top 10: 59.1%·Holdings of SPYG

Reported positions cover SPMO 100%, SPYG 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPYG vs SPMO side by side

SPMOInvesco S&P 500 Momentum ETF

97

stock positions reported to the SEC

18.5% of its weight is in 42 names SPYG does not hold

SPYGState Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF

145

stock positions reported to the SEC

45.6% of its weight is in 90 names SPMO does not hold

Where each fund's weight sits

SPMO
SPYG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
67.0%
69.5%
Consumer Cyclical
4.7%
7.7%
Financial Services
5.7%
6.9%
Healthcare
5.6%
6.4%
Industrials
4.7%
2.8%

The widest gap is Consumer Cyclical: SPYG has 3.1 points more of it.

The figures side by side

SPMOSPYG
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported97145
Weight of the ten largest55.3%59.1%
Largest positionMU 10.7%NVDA 13.7%
Held alone42 positions, 18.5%90 positions, 45.6%
Covered by stock positions100%100%

Holdings they share

StockIn SPMOIn SPYGCounted
GOOGLAlphabet Inc.8.63%10.60%8.63%
NVDANVIDIA Corp.8.46%13.65%8.46%
AVGOBroadcom Inc.7.58%5.04%5.04%
MUMicron Technology, Inc.10.73%3.67%3.67%
AMDAdvanced Micro Devices, Inc.4.14%2.67%2.67%
AMATApplied Materials, Inc.1.77%1.62%1.62%
LRCXLam Research Corp.3.54%1.53%1.53%
CATCaterpillar Inc.2.60%1.38%1.38%
KLACKLA Corp.1.39%1.11%1.11%
JNJJohnson & Johnson3.85%1.02%1.02%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in SPMO

INTCIntel Corp.2.95%
EXXON MOBIL CORP.2.78%
WDCWestern Digital Corp.1.77%
GENERAL ELECTRIC CO.1.64%
CCitigroup Inc.0.97%
ADIAnalog Devices, Inc.0.82%
SCHWCharles Schwab Corp. (The)0.55%
LMTLockheed Martin Corp.0.50%
MOAltria Group, Inc.0.47%
MCKMcKesson Corp.0.46%

Only in SPYG

MSFTMicrosoft Corp7.80%
AAPLApple Inc5.99%
AMZNAmazon.com Inc3.48%
METAMeta Platforms Inc3.48%
LLYEli Lilly & Co2.67%
BRK.ABerkshire Hathaway Inc2.58%
TSLATesla Inc2.07%
JPMORGAN CHASE & CO1.68%
VVisa Inc0.88%
NFLXNetflix Inc0.85%

Questions people ask

Is SPMO the same as SPYG?

47.2% of their weight sits in the same 55 holdings. SPMO also reports INTC, EXXON MOBIL CORP., WDC, which the other does not. SPYG also reports MSFT, AAPL, AMZN, which the other does not.

How is the overlap between SPMO and SPYG 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 SPMO and 100% of SPYG, so the number cannot exceed the smaller coverage.

Which holds more, SPYG or SPMO?

SPMO reports 97 stock positions and SPYG reports 145. 18.5% of SPMO's weight sits in names SPYG does not hold, and 45.6% of SPYG's weight in names SPMO does not hold. The ten largest positions are 55.3% of SPMO and 59.1% of SPYG.

How do SPMO and SPYG differ by sector?

The widest gap is Consumer Cyclical: SPYG has 3.1 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.

Other pairs with these funds

SPYG against other funds in the table

Add a third fund in the tool·All fund pairs

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.