MMTMState Street SPDR S&P 1500 Momentum Tilt ETF
Seeks to provide investment results that correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index.
By State Street Investment Management · Launched 2012
Annual Cost
0.12%
#509 of 6,040 · low cost
Fund Size
$161M
#2,654 of 6,040 · mid-size
Return (1Y)
+8.2%
Track Record
13 years
#1,038 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,753+7.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Momentum
Index tracked
S&P 1500 Positive Momentum Tilt Index
Holdings
By weightConcentration
Top 10 holdings = 42.1% of fundmoderately concentrated
NVIDIA Corp
12.2%
Apple Inc
5.8%
Microsoft Corp
5.2%
Alphabet Inc
4.5%
Broadcom Inc
4.5%
Alphabet Inc
3.4%
JPMorgan Chase & Co
1.8%
Eli Lilly & Co
1.7%
Amazon.com Inc
1.5%
Tesla Inc
1.5%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Technology
40.3%
Healthcare
10.7%
Communication
10.3%
Industrials
9.6%
Financial Services
9.1%
Consumer Cyclical
6.8%
Energy
4.2%
Consumer Defensive
3.3%
Other
5.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.6%Moderate
Year-on-year price swings
Max drawdown
-33.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.21Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide investment results that correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index.
- Strategy
- Employs a sampling strategy to track the S&P 1500 Positive Momentum Tilt Index, investing primarily in U.S. equity securities exhibiting price momentum. The Fund may also invest in cash and cash equivalents for management purposes and may concentrate in sectors like technology and financials.
- Inception date
- October 24, 2012
- Fund family
- State Street Investment Management
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Data updated on 2026-09-18