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- Upturn Summary
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Upturn AI Summary
SPDR® S&P 1500 Momentum Tilt ETF(MMTM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MMTM
10/28/2026: MMTM (2-star) is currently NOT-A-BUY. Pass it for now.
The SPDR S&P 1500 Momentum Tilt ETF (MMTM) offers investors a broad U.S. equity portfolio with a systematic tilt toward stocks demonstrating strong price momentum. By leveraging the S&P 1500 index, it maintains high diversification while aiming to capture the momentum factor premium. Its primary strengths include its broad market basis and the reputable management of State Street Global Advisors. However, investors should be aware of risks such as momentum reversals, higher potential turnover, and lower liquidity compared to mega-cap competitors. It is best suited for growth-oriented investors looking for factor exposure as a part of a well-diversified, long-term portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The momentum factor naturally overweights stocks experiencing price appreciation, which often aligns with growth-oriented investment goals. |
| Momentum investor | Strong fit while signal remains positive | This fund is designed specifically to capture price momentum trends across the broad U.S. equity market. |
| Value investor | Weak fit | The momentum strategy prioritizes price trends over fundamental valuation metrics, often resulting in holdings with higher price-to-earnings ratios. |
| Dividend/Income investor | Weak fit | Momentum-focused portfolios typically ignore dividend yield as a primary selection criterion. |
| Low-risk investor | Weak fit | Factor-tilted strategies can exhibit higher volatility than broad market indices during market reversals. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking to enhance broad market exposure with a systematic momentum factor and who has a medium-to-long-term time horizon.
Suitability
The fund is best suited for long-term investors or tactical allocators who understand factor-based risks and volatility.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Momentum strategies can experience significant price swings, especially during sudden market regime changes. |
| Market risk | High | As an equity-focused fund, it remains fully exposed to systemic risks affecting the broader U.S. stock market. |
| Concentration | Medium | While broader than pure-play momentum funds, the tilt can lead to overweighting in specific sectors that are currently trending. |
| Tracking/expense | Low | The fund maintains a systematic process to minimize tracking error against its index. |
| Liquidity | Medium | Lower average daily volume compared to major competitors may result in wider spreads during market stress. |
| Business/sector quality | Medium | Momentum does not inherently filter for financial health, potentially including firms with high price trends but weaker fundamentals. |
Risk Analysis
Volatility
MMTM exhibits volatility aligned with its equity base, amplified by the momentum factor's tendency to chase winners.
Market Risk
The fund is inherently exposed to U.S. equity market systemic risk, including macroeconomic and policy-driven impacts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 70 | Provides the core stability and liquidity typical of the largest U.S. companies. |
| Market capitalization | U.S. Mid-Cap Equities | 20 | Adds growth potential by including mid-sized companies with positive momentum. |
| Market capitalization | U.S. Small-Cap Equities | 8 | Captures potential upside from smaller firms identified by the momentum factor. |
| Cash/collateral | Cash and Equivalents | 2 | Reflects minimal residual cash held for operational purposes and rebalancing. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 26.92% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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