MMTM - ETF AI Analysis
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SPDR S&P 1500 Momentum Tilt ETF (MMTM)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Leaders
Several of the largest positions, such as Apple, Nvidia, Alphabet, Broadcom, Micron, AMD, Eli Lilly, and Amazon, have shown strong or steady gains, helping support the ETF’s overall performance.
Momentum-Focused Technology Tilt
A heavy allocation to technology and other growth-oriented sectors aligns the fund with areas that have recently shown strong momentum.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
High Concentration in a Few Tech Names
A significant share of the portfolio is tied up in a small group of large technology stocks, increasing the impact if any of these companies stumble.
Recent Short-Term Weakness
Despite positive year-to-date results, the ETF has shown weak performance over the last three months, which may signal near-term volatility.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the fund offers little exposure to international markets and may be more sensitive to U.S.-specific risks.
MMTM vs. SPDR S&P 500 ETF (SPY)
AUM133.85M
RegionNorth America
Expense Ratio0.12%
Beta1.09
IssuerSPDR
Inception DateOct 24, 2012
Dividend Yield0.88%
Asset ClassEquity
Index TrackedS&P 1500 Positive Momentum Tilt Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,352
30 Day Avg. Volume3,183
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
373.10Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering1475
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MMTM Summary
The SPDR S&P 1500 Momentum Tilt ETF (MMTM) is a fund that follows 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 Apple and Nvidia, and is heavily invested in technology, along with health care, industrials, and financials. Someone might invest in this ETF to seek growth while staying diversified across large, mid, and small U.S. companies. A key risk is that it leans toward recent winners, so it can rise and fall sharply, especially if momentum stocks lose favor.
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 U.S. tech wave, with Apple and Nvidia doing much of the heavy lifting as their momentum stays firmly in the “rising” camp. Alphabet’s twin share classes add to the tech tilt but have been more “mixed,” cooling the overall pace a bit. The fund leans heavily into semiconductors, where Micron and AMD are surging, while Intel is trying to stage a comeback and Broadcom looks more “steady” than exciting. Tesla, meanwhile, is losing steam, modestly dragging on an otherwise tech-driven, U.S.-focused momentum story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 9.69% | $12.90M | $4.91T | 37.25% | 79 Outperform | |
| Nvidia | 6.04% | $8.05M | $5.53T | 25.18% | 76 Outperform | |
| Alphabet Class A | 5.16% | $6.88M | $4.28T | 48.65% | 85 Outperform | |
| Alphabet Class C | 3.91% | $5.20M | $4.28T | 46.47% | 82 Outperform | |
| Micron | 3.29% | $4.39M | $1.16T | 466.63% | 79 Outperform | |
| Broadcom | 2.85% | $3.79M | $1.73T | 11.37% | 76 Outperform | |
| Advanced Micro Devices | 2.71% | $3.60M | $992.71B | 182.97% | 73 Outperform | |
| Eli Lilly & Co | 2.09% | $2.79M | $1.11T | 41.48% | 72 Outperform | |
| Tesla | 1.91% | $2.54M | $1.51T | -7.45% | 73 Outperform | |
| Amazon | 1.62% | $2.16M | $2.83T | 21.29% | 71 Outperform |
MMTM Technical Analysis
Positive
―
Price Trends
306.25
Positive
307.68
Positive
301.96
Positive
Market Momentum
1.37
Positive
52.01
Neutral
51.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MMTM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 308.33, equal to the 50-day MA of 306.25, and equal to the 200-day MA of 301.96, indicating a bullish trend. The MACD of 1.37 indicates Positive momentum. The RSI at 52.01 is Neutral, neither overbought nor oversold. The STOCH value of 51.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MMTM.
MMTM Peer Comparison
Comparison Results
Performance Comparison
MMTM
SPDR S&P 1500 Momentum Tilt ETF
308.58
27.68
9.85%
HLAL
Wahed FTSE USA Shariah ETF
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SYLD
Cambria Shareholder Yield ETF
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SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
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BGDV
Bahl & Gaynor Dividend ETF
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FDMO
Fidelity Momentum Factor 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.
DisclaimerThis 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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