# Portfolio overlap — SVSPX vs S000006724

Comparing **State Street S&P 500 Index Fund** (2026-02-28) and **Penn Series Index 500 Fund** (2026-03-31).

- Shared positions: 498
- State Street S&P 500 Index Fund covered by Penn Series Index 500 Fund: 0.9701440791503624658048453653
- Penn Series Index 500 Fund covered by State Street S&P 500 Index Fund: 0.9701440791503624658048453652

## State Street S&P 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.073086 | ✓ |
| APPLE INC | 0.066255 | ✓ |
| MICROSOFT CORP | 0.049536 | ✓ |
| AMAZON.COM INC | 0.034657 | ✓ |
| ALPHABET INC CL A | 0.030765 | ✓ |
| BROADCOM INC | 0.025588 | ✓ |
| ALPHABET INC CL C | 0.024558 | ✓ |
| META PLATFORMS INC CL A | 0.023999 | ✓ |
| TESLA INC | 0.019223 | ✓ |
| BERKSHIRE HATH-B | 0.015681 | ✓ |
| LILLY ELI and CO | 0.014137 | ✓ |
| JPMORGAN CHASE and CO | 0.013843 | ✓ |
| EXXON MOBIL CORP | 0.010915 | ✓ |
| JOHNSON&JOHNSON | 0.010189 | ✓ |
| WALMART INC | 0.009545 | ✓ |
| VISA INC-CLASS A | 0.009202 | ✓ |
| MICRON TECHNOLOGY INC | 0.007846 | ✓ |
| COSTCO WHOLESALE CORP | 0.007589 | ✓ |
| MASTERCARD INC CL A | 0.007160 | ✓ |
| NETFLIX INC | 0.006932 | ✓ |
| ABBVIE INC | 0.006927 | ✓ |
| PROCTER & GAMBLE | 0.006617 | ✓ |
| HOME DEPOT INC | 0.006422 | ✓ |
| GENERAL ELECTRIC CO | 0.006089 | ✓ |
| CHEVRON CORP | 0.006038 | ✓ |
| CATERPILLAR INC | 0.005898 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005669 | ✓ |
| ADV MICRO DEVICE | 0.005519 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005355 | ✓ |
| COCA-COLA CO/THE | 0.005351 | ✓ |
| CISCO SYSTEMS INC | 0.005282 | ✓ |
| MERCK & CO | 0.005246 | ✓ |
| LAM RESEARCH CORP | 0.005010 | ✓ |
| APPLIED MATERIALS INC | 0.005003 | ✓ |
| PHILIP MORRIS INTL INC | 0.004921 | ✓ |
| RTX CORP | 0.004597 | ✓ |
| UNITEDHEALTH GRP | 0.004496 | ✓ |
| WELLS FARGO & CO | 0.004374 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004350 | ✓ |
| ORACLE CORP | 0.004153 | ✓ |
| MCDONALDS CORP | 0.004108 | ✓ |
| LINDE PLC | 0.004008 | ✓ |
| GE VERNOVA LLC | 0.003999 | ✓ |
| PEPSICO INC | 0.003951 | ✓ |
| INTL BUS MACH CORP | 0.003809 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003611 | ✓ |
| AMGEN INC | 0.003526 | ✓ |
| ABBOTT LABS | 0.003466 | ✓ |
| INTEL CORP | 0.003456 | ✓ |
| MORGAN STANLEY | 0.003400 | ✓ |

## Penn Series Index 500 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075730 | ✓ |
| APPLE INC | 0.066546 | ✓ |
| MICROSOFT CORP | 0.049227 | ✓ |
| AMAZON.COM INC | 0.036410 | ✓ |
| ALPHABET INC CL A | 0.028215 | ✓ |
| BROADCOM INC | 0.026170 | ✓ |
| ALPHABET INC CL C | 0.022968 | ✓ |
| META PLATFORMS INC CL A | 0.022729 | ✓ |
| TESLA INC | 0.018719 | ✓ |
| BERKSHIRE HATH-B | 0.015772 | ✓ |
| JPMORGAN CHASE and CO | 0.014217 | ✓ |
| LILLY ELI and CO | 0.013086 | ✓ |
| EXXON MOBIL CORP | 0.012725 | ✓ |
| JOHNSON&JOHNSON | 0.010616 | ✓ |
| WALMART INC | 0.009832 | ✓ |
| VISA INC-CLASS A | 0.009141 | ✓ |
| COSTCO WHOLESALE CORP | 0.007875 | ✓ |
| NETFLIX INC | 0.007327 | ✓ |
| MASTERCARD INC CL A | 0.007318 | ✓ |
| CHEVRON CORP | 0.006932 | ✓ |
| ABBVIE INC | 0.006867 | ✓ |
| MICRON TECHNOLOGY INC | 0.006811 | ✓ |
| PROCTER & GAMBLE | 0.006184 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.006066 | ✓ |
| CATERPILLAR INC | 0.006013 | ✓ |
| ADV MICRO DEVICE | 0.005947 | ✓ |
| HOME DEPOT INC | 0.005933 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005796 | ✓ |
| CISCO SYSTEMS INC | 0.005531 | ✓ |
| GENERAL ELECTRIC CO | 0.005418 | ✓ |
| MERCK & CO | 0.005387 | ✓ |
| COCA-COLA CO/THE | 0.005310 | ✓ |
| APPLIED MATERIALS INC | 0.004938 | ✓ |
| LAM RESEARCH CORP | 0.004897 | ✓ |
| RTX CORP | 0.004677 | ✓ |
| PHILIP MORRIS INTL INC | 0.004662 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004639 | ✓ |
| ORACLE CORP | 0.004440 | ✓ |
| WELLS FARGO & CO | 0.004412 | ✓ |
| UNITEDHEALTH GRP | 0.004370 | ✓ |
| GE VERNOVA LLC | 0.004293 | ✓ |
| LINDE PLC | 0.004142 | ✓ |
| INTL BUS MACH CORP | 0.004091 | ✓ |
| MCDONALDS CORP | 0.003988 | ✓ |
| PEPSICO INC | 0.003815 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003804 | ✓ |
| AT&T INC | 0.003697 | ✓ |
| CITIGROUP INC | 0.003638 | ✓ |
| MORGAN STANLEY | 0.003616 | ✓ |
| KLA CORP | 0.003511 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-041227` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/826686/000141036826041227/0001410368-26-041227-index.htm>
- N-PORT (fund B) — accession `0000940400-26-020250` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/702340/000094040026020250/0000940400-26-020250-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_