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MMTM - ETF AI Analysis
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SPDR S&P 1500 Momentum Tilt ETF (MMTM)
Rating:75Outperform
Price Target:―
Positive Factors
Momentum-Focused Strategy
The fund targets stocks with strong price momentum across the S&P 1500 universe, aiming to capture trends in market leaders over time.
Broad Sector Spread
Holdings are spread across many sectors, with meaningful exposure to technology, financials, communication services, industrials, and health care, which helps reduce reliance on any single industry.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of any returns the fund generates.
Negative Factors
Heavy Tech Concentration
A large portion of the portfolio is in technology stocks, which increases the fund’s sensitivity to swings in that sector.
Top Holdings Under Pressure
Several of the largest positions, including major technology names, have shown weak recent performance, which has weighed on the fund’s short-term returns.
Limited International Diversification
The ETF is almost entirely invested in U.S. companies, offering very little geographic diversification outside the United States.
MMTM vs. SPDR S&P 500 ETF (SPY)
AUM155.39M
RegionNorth America
Expense Ratio0.12%
Beta1.16
IssuerSPDR
Inception DateOct 24, 2012
Dividend Yield0.87%
Asset ClassEquity
Index TrackedS&P 1500 Positive Momentum Tilt Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,498
30 Day Avg. Volume1,510
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
362.05Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering1482
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MMTM Summary
The SPDR S&P 1500 Momentum Tilt ETF (MMTM) tracks the S&P 1500 Positive Momentum Tilt Index, which covers the whole U.S. stock market but gives extra weight to companies whose share prices have been rising strongly. It holds many well-known names like Nvidia and Microsoft, along with hundreds of other large, mid, and small U.S. companies, so you get broad diversification with a tilt toward recent winners. Someone might invest in this ETF if they want long-term growth and believe strong performers can keep doing well. A key risk is that it is heavily tilted toward tech and momentum stocks, so its price can swing sharply up or down.
How much will it cost me?The SPDR S&P 1500 Momentum Tilt ETF (MMTM) has an expense ratio of 0.12%, meaning you’ll pay $1.20 per year for every $1,000 invested. This is lower than the average cost of actively managed funds because MMTM is passively managed, tracking an index rather than relying on frequent trading decisions by fund managers.
What would affect this ETF?The SPDR S&P 1500 Momentum Tilt ETF (MMTM) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia and Microsoft. However, it may face challenges if interest rates rise, which could negatively impact growth-focused stocks, or if economic conditions weaken, reducing momentum in consumer and cyclical sectors. Regulatory changes affecting large-cap tech companies could also pose risks to the ETF's performance.
MMTM Top 10 Holdings
MMTM is riding a powerful tech and AI wave, with Nvidia and Micron doing much of the heavy lifting as their momentum in chips and data centers keeps climbing. Apple has perked up recently but its earlier softness means it’s more of a steady contributor than a star. Microsoft and Alphabet, while still long-term leaders, have seen more mixed, recently lagging action that can occasionally put a lid on gains. With a heavy tilt toward U.S. mega-cap tech and communication names, the fund is very much a bet on America’s digital growth engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.48% | $20.10M | $4.38T | 48.15% | 76 Outperform | |
| Apple | 5.75% | $9.26M | $3.67T | 17.16% | 79 Outperform | |
| Microsoft | 5.50% | $8.86M | $2.94T | 1.80% | 79 Outperform | |
| Broadcom | 4.70% | $7.57M | $1.53T | 64.75% | 76 Outperform | |
| Alphabet Class A | 4.67% | $7.52M | $3.65T | 82.66% | 85 Outperform | |
| Alphabet Class C | 3.50% | $5.64M | $3.65T | 79.85% | 82 Outperform | |
| Eli Lilly & Co | 1.81% | $2.91M | $930.72B | 21.09% | 72 Outperform | |
| JPMorgan Chase | 1.67% | $2.69M | $764.45B | 21.94% | 72 Outperform | |
| Tesla | 1.51% | $2.44M | $1.47T | 56.49% | 73 Outperform | |
| Amazon | 1.47% | $2.37M | $2.23T | 4.91% | 71 Outperform |
MMTM Technical Analysis
Negative
―
Price Trends
295.43
Negative
292.81
Negative
282.41
Positive
Market Momentum
-2.01
Positive
44.86
Neutral
30.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MMTM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 293.55, equal to the 50-day MA of 295.43, and equal to the 200-day MA of 282.41, indicating a neutral trend. The MACD of -2.01 indicates Positive momentum. The RSI at 44.86 is Neutral, neither overbought nor oversold. The STOCH value of 30.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MMTM.
MMTM Peer Comparison
Comparison Results
Performance Comparison
MMTM
SPDR S&P 1500 Momentum Tilt ETF
289.76
50.38
21.05%
ULTY
YieldMax Ultra Option Income Strategy ETF
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SYLD
Cambria Shareholder Yield ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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―
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HLAL
Wahed FTSE USA Shariah ETF
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PFM
Invesco Dividend Achievers ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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