SPYV vs XRT overlap - what they share and where they differ

SPYV and XRT share 5.1% of their weight across 14 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.

SPYV and XRT

5.1%

14 shared positions

SPYV

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

Reported positions cover 100% of the fund, 435 positions · Jun 30, 2026

Top 10: 23.8%·Holdings of SPYV

XRT

State Street(R) SPDR(R) S&P(R) Retail ETF

Reported positions cover 100% of the fund, 75 positions · Jun 30, 2026

Top 10: 16.1%·Holdings of XRT

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

XRT vs SPYV side by side

SPYVState Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF

435

stock positions reported to the SEC

91.8% of its weight is in 421 names XRT does not hold

XRTState Street(R) SPDR(R) S&P(R) Retail ETF

75

stock positions reported to the SEC

81.2% of its weight is in 61 names SPYV does not hold

Where each fund's weight sits

SPYV
XRT
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Consumer Cyclical
12.2%
62.8%
Technology
23.3%
4.5%
Consumer Defensive
8.1%
17.3%
Financial Services
13.1%
0.0%
Healthcare
12.7%
3.1%
Communication Services
0.0%
1.8%

The widest gap is Consumer Cyclical: XRT has 50.6 points more of it.

The figures side by side

SPYVXRT
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported43575
Weight of the ten largest23.8%16.1%
Largest positionAAPL 7.3%GRPN 1.8%
Held alone421 positions, 91.8%61 positions, 81.2%
Covered by stock positions100%100%

Holdings they share

StockIn SPYVIn XRTCounted
AMZNAmazon.com Inc3.78%1.35%1.35%
COSTCostco Wholesale Corp1.43%1.29%1.29%
WMTWalmart Inc1.71%1.27%1.27%
TJX COS INC/THE0.26%1.22%0.26%
TGTTarget Corp0.20%1.38%0.20%
ROSTRoss Stores Inc0.12%1.24%0.12%
KRKroger Co/The0.11%1.16%0.11%
DGDollar General Corp0.09%1.41%0.09%
CVNACarvana Co0.08%1.32%0.08%
DLTRDollar Tree Inc0.08%1.48%0.08%

What each holds alone

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

Only in SPYV

AAPLApple Inc7.32%
INTCIntel Corp2.27%
EXXON MOBIL CORP1.95%
TSLATesla Inc1.55%
UNHUnitedHealth Group Inc1.30%
BACBank of America Corp1.28%
HDHome Depot Inc/The1.21%
PGProcter & Gamble Co/The1.18%
MRKMerck & Co Inc1.09%
CVXChevron Corp1.07%

Only in XRT

GRPNGroupon Inc1.78%
REALRealReal Inc/The1.75%
BBWIBath & Body Works Inc1.72%
WRBYWarby Parker Inc1.64%
UPBDUpbound Group Inc1.58%
CARTMaplebear Inc1.55%
CPNGCoupang Inc1.55%
HZOMarineMax Inc1.52%
RVLVRevolve Group Inc1.52%
VICTORIA'S SECRET & CO1.52%

Questions people ask

Is SPYV the same as XRT?

5.1% of their weight sits in the same 14 holdings. SPYV also reports AAPL, INTC, EXXON MOBIL CORP, which the other does not. XRT also reports GRPN, REAL, BBWI, which the other does not.

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

Which holds more, XRT or SPYV?

SPYV reports 435 stock positions and XRT reports 75. 91.8% of SPYV's weight sits in names XRT does not hold, and 81.2% of XRT's weight in names SPYV does not hold. The ten largest positions are 23.8% of SPYV and 16.1% of XRT.

How do SPYV and XRT differ by sector?

The widest gap is Consumer Cyclical: XRT has 50.6 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

SPYV 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.