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 sizable 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 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.43 13.0 Mil
Technology

Microsoft Corp

8.32 9.4 Mil
Technology

Amazon.com Inc

5.32 6.0 Mil
Consumer Cyclical

Apple Inc

4.32 4.9 Mil
Technology

Meta Platforms Inc Class A

4.17 4.7 Mil
Communication Services

Broadcom Inc

2.95 3.3 Mil
Technology

Alphabet Inc Class A

2.66 3.0 Mil
Communication Services

Eli Lilly and Co

2.55 2.9 Mil
Healthcare

Alphabet Inc Class C

2.19 2.5 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.36 1.5 Mil
Financial Services

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