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SDTPX vs BVAL

Shared holdings
1
SDTPX covered by BVAL
15.49%
BVAL covered by SDTPX
15.49%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 2 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SDTPX (March 31, 2026)

SecurityWeight
SPDR Portfolio S&P 500 ETF99.82%
State Street Navigator Securities Lending Portfolio II0.18%

BVAL (Jan. 31, 2026)

SecurityWeight
STATE STREET SPDR PORT S&P 500 VALUE MUTUAL FUND34.57%
SCHWAB US LG VAL29.84%
VANGUARD RUSSELL 1000 VALUE MUTUAL FUND20.10%
SPDR Portfolio S&P 500 ETF15.49%

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