MMTM - ETF AI Analysis
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SPDR S&P 1500 Momentum Tilt ETF (MMTM)
Rating:74Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past month and steady progress over the last few months, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, with meaningful exposure to technology, financials, consumer companies, health care, and more, which helps reduce reliance on any single industry.
Low Expense Ratio
The fund’s relatively low annual fee means less of your return is eaten up by costs compared with many actively managed alternatives.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited international diversification.
Weakness in Several Top Holdings
A number of the largest positions, including major technology, financial, and health care names, have shown weak year-to-date performance, which can drag on the fund’s results.
Tilt Toward Momentum Stocks
Because the strategy focuses on momentum, the ETF can be more sensitive to market swings and may struggle if recent winners fall out of favor.
MMTM vs. SPDR S&P 500 ETF (SPY)
AUM161.71M
RegionNorth America
Expense Ratio0.12%
Beta1.13
IssuerSPDR
Inception DateOct 24, 2012
Dividend Yield0.89%
Asset ClassEquity
Index TrackedS&P 1500 Positive Momentum Tilt Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume881
30 Day Avg. Volume1,200
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
367.24Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering1468
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 Microsoft and Apple, 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 may keep doing well. A key risk is that momentum stocks can fall quickly and the fund can go up and down sharply with the market.
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
This ETF is riding a powerful tech and AI wave, with Nvidia, Broadcom, and Micron doing much of the heavy lifting as their chip and data-center stories stay hot. AMD and Intel are also rising, giving the fund a deep bench of semiconductor momentum. Big Tech names like Apple and Alphabet remain steady anchors, though they’ve cooled a bit recently, while Amazon looks a bit wobbly in the short term. With a heavy tilt toward U.S. technology and communication services, the fund’s fortunes are closely tied to America’s AI and cloud boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.08% | $16.29M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 5.93% | $9.58M | $4.53T | 47.93% | 79 Outperform | |
| Alphabet Class A | 5.38% | $8.69M | $4.34T | 110.50% | 85 Outperform | |
| Alphabet Class C | 4.06% | $6.56M | $4.34T | 105.51% | 82 Outperform | |
| Broadcom | 3.88% | $6.27M | $1.71T | 36.42% | 76 Outperform | |
| Micron | 2.95% | $4.77M | $1.10T | 654.20% | 79 Outperform | |
| Amazon | 2.45% | $3.96M | $2.61T | 12.14% | 71 Outperform | |
| Advanced Micro Devices | 2.15% | $3.48M | $844.36B | 274.48% | 73 Outperform | |
| Tesla | 1.91% | $3.08M | $1.48T | 40.95% | 73 Outperform | |
| Intel | 1.53% | $2.47M | $604.88B | 367.95% | 64 Neutral |
MMTM Technical Analysis
Negative
―
Price Trends
312.96
Negative
302.75
Positive
295.99
Positive
Market Momentum
-1.99
Positive
44.44
Neutral
41.33
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 310.20, equal to the 50-day MA of 312.96, and equal to the 200-day MA of 295.99, indicating a neutral trend. The MACD of -1.99 indicates Positive momentum. The RSI at 44.44 is Neutral, neither overbought nor oversold. The STOCH value of 41.33 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
306.28
40.38
15.19%
SYLD
Cambria Shareholder Yield ETF
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―
―
FDMO
Fidelity Momentum Factor ETF
―
―
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HLAL
Wahed FTSE USA Shariah ETF
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―
―
ULTY
YieldMax Ultra Option Income Strategy ETF
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―
―
AUSF
Global X Adaptive U.S. 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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