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HTDIX vs EQL

Shared holdings
11
HTDIX covered by EQL
61.55%
EQL covered by HTDIX
61.55%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

HTDIX (Jan. 31, 2026)

SecurityWeight
VANGUARD INF T E18.01%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND16.63%
State StreetFinSelSectSPDRETF13.01%
State Street Communication Services Select Sector SPDR ETF10.72%
STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR10.35%
State Street Industrial Select Sector SPDR ETF USD Class8.61%
State Street Health Care Select Sector SPDR ETF USD Class6.18%
State Street Consumer Staples Select Sector SPDR ETF4.97%
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND3.20%
MSILF-TR SEC-INS2.42%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND2.24%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND1.84%
STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND1.82%

EQL (Feb. 28, 2026)

SecurityWeight
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND10.71%
STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND9.95%
State Street Consumer Staples Select Sector SPDR ETF9.65%
State Street Industrial Select Sector SPDR ETF USD Class9.60%
UTILITIES SELECT SECTOR SPDR MUTUAL FUND9.46%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND9.18%
State Street Health Care Select Sector SPDR ETF USD Class8.73%
State Street Communication Services Select Sector SPDR ETF8.56%
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND8.11%
STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR8.10%
State StreetFinSelSectSPDRETF7.92%
State Street Institutional Treasury Plus Money Market Fund- Premier Class0.03%

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