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Morningstar

SPDR® S&P 1500 Momentum Tilt ETF MMTM

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis MMTM

Will MMTM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMTM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MMTM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MMTM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin SPDR ® S&P 1500 Momentum Tilt ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MMTM

More MMTM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.62 8.2 Mil
Technology

Microsoft Corp

7.56 7.2 Mil
Technology

Amazon.com Inc

5.88 5.6 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.39 4.2 Mil
Communication Services

Alphabet Inc Class A

2.73 2.6 Mil
Communication Services

Alphabet Inc Class C

2.31 2.2 Mil
Communication Services

Eli Lilly and Co

2.26 2.1 Mil
Healthcare

Broadcom Inc

2.21 2.1 Mil
Technology

Apple Inc

1.84 1.7 Mil
Technology

JPMorgan Chase & Co

1.75 1.7 Mil
Financial Services