ETF overlap · Updated August 15, 2026

SPYV vs XLK: Holdings Overlap

State Street® SPDR® Portfolio S&P 500® Value ETF (SPYV) and State Street® Technology Select Sector SPDR® ETF (XLK) share 54 holdings, with roughly 19.6% of their portfolio weight overlapping.

Weight overlap

19.6%

Shared portfolio weight

Shared holdings

54

Securities in both funds

Funds

SPYV · XLK

Compared side by side

Compare SPYV and XLK live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 54 holdings SPYV and XLK share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn SPYVIn XLKWeight gap
AAPLApple7.66%12.06%4.40%XLK
INTCINTEL1.58%3.04%1.46%XLK
TXNTEXAS INSTRUMENTS0.85%1.68%0.83%XLK
CSCOCISCO SYSTEMS0.75%3.13%2.38%XLK
ADIANALOG DEVICES0.62%1.24%0.62%XLK
QCOMQUALCOMM0.56%1.13%0.57%XLK
WDCWESTERN DIGITAL0.52%0.99%0.47%XLK
CRMSALESFORCE0.51%1.06%0.55%XLK
PANWPALO ALTO NETWORKS0.43%2.05%1.62%XLK
DELLDELL TECHNOLOGIES C0.42%0.84%0.42%XLK
ORCLORACLE0.39%1.62%1.23%XLK
ACNACCENTURE CL A0.35%0.73%0.38%XLK
ADBEADOBE0.35%0.70%0.35%XLK
IBMInternational Business Machines0.35%1.47%1.12%XLK
MRVLMARVELL TECHNOLOGY0.33%1.22%0.89%XLK
MSIMOTOROLA SOLUTIONS0.26%0.51%0.25%XLK
SNPSSYNOPSYS0.26%0.52%0.26%XLK
HPEHEWLETT PACKARD ENTERPRISE0.23%0.47%0.24%XLK
STXSEAGATE TECHNOLOGY HOLDINGS0.23%1.21%0.98%XLK
NXPINXP SEMICONDUCTORS NV0.20%0.39%0.19%XLK
KEYSKEYSIGHT TECHNOLOGIES IN0.19%0.39%0.20%XLK
NOWSERVICENOW0.16%0.87%0.71%XLK
GLWCORNING0.13%0.82%0.69%XLK
INTUINTUIT0.13%0.61%0.48%XLK
MCHPMICROCHIP TECHNOLOGY0.13%0.29%0.16%XLK
NTAPNETAPP0.13%0.26%0.13%XLK
ROPROPER TECHNOLOGIES0.13%0.27%0.14%XLK
CDNSCADENCE DESIGN SYS0.12%0.59%0.47%XLK
FTNTFORTINET0.12%0.66%0.54%XLK
TDYTELEDYNE TECHNOLOGIES0.11%0.21%0.10%XLK
ONON SEMICONDUCTOR0.10%0.21%0.11%XLK
CTSHCOGNIZANT TECH SOLUTIONS A0.09%0.18%0.09%XLK
HPQHP0.09%0.17%0.08%XLK
QQNITY ELECTRONICS0.09%0.19%0.10%XLK
FFIVF50.08%0.15%0.07%XLK
TERTERADYNE0.08%0.39%0.31%XLK
ADSKAUTODESK0.07%0.35%0.28%XLK
AKAMAKAMAI TECHNOLOGIES0.06%0.11%0.05%XLK
CDWCDW CORP/DE0.06%0.11%0.05%XLK
PTC0.06%0.11%0.05%XLK
SMCISUPER MICRO COMPUTER0.06%0.12%0.06%XLK
TELTE CONNECTIVITY0.06%0.42%0.36%XLK
WDAYWORKDAY CLASS A0.06%0.24%0.18%XLK
ZBRAZEBRA TECHNOLOGIES CL A0.06%0.12%0.06%XLK
GENGEN DIGITAL0.05%0.11%0.06%XLK
JBLJABIL0.05%0.25%0.20%XLK
TRMBTRIMBLE0.05%0.09%0.04%XLK
-SSI US GOV MONEY MARKET CLASS0.05%0.05%≈ even
FICOFAIR ISAAC0.04%0.16%0.12%XLK
GDDYGODADDY CLASS A0.04%0.08%0.04%XLK
ITGARTNER0.04%0.08%0.04%XLK
TYLTYLER TECHNOLOGIES0.04%0.09%0.05%XLK
SWKSSKYWORKS SOLUTIONS0.03%0.07%0.04%XLK
-US DOLLAR0.00%0.01%0.01%XLK

1–20 of 54

Sector exposure: SPYV vs XLK

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn SPYVIn XLK
Technology
20.9%100.0%
Financial Services
15.8%0.0%
Healthcare
12.4%0.0%
Industrials
11.0%0.0%
Consumer Cyclical
10.5%0.0%
Consumer Defensive
8.7%0.0%
Energy
7.1%0.0%
Utilities
4.1%0.0%
Real Estate
3.3%0.0%
Basic Materials
3.3%0.0%
Communication Services
3.0%0.0%

Weights are of each fund’s classified equity holdings.

All holdings in SPYV and XLK

SPYV

XLK


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

Related comparisons

Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.