SPDR® S&P® 1500 Momentum Tilt ETF
US78468R7052
SPDR® S&P® 1500 Momentum Tilt ETF/ US78468R7052 /
NAV2024-10-10 |
Chg.-0.2755 |
Type of yield |
Investment Focus |
Investment company |
255.2788USD |
-0.11% |
paying dividend |
Equity
ETF Stocks
|
State Street Gl. Ad. ▶ |
Investment strategy
The SPDR® S&P® 1500 Momentum Tilt ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® 1500 Positive Momentum Tilt Index (the "Index") - The Index includes stocks exhibiting the strongest momentum characteristics based on price performance over the eleven months ending one month before the Index rebalancing date - The Index will overweight stocks with relatively high momentum and underweight stocks with relatively low momentum
The S&P 1500 Positive Momentum Tilt Index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively high momentum are overweight relative to the S&P 1500 Index and stocks with relatively low momentum are underweight. The S&P Composite 1500 Index, one of the leading indices of the U.S. equity market, is a capitalization weighted combination of the large-cap S&P 500 Index, the S&P MidCap 400 Index, and the S&P Small Cap 600 Index. A "momentum" style of investing emphasizes investing in securities that have had higher recent price performance compared to other securities.
Investment goal
The SPDR® S&P® 1500 Momentum Tilt ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® 1500 Positive Momentum Tilt Index (the "Index") - The Index includes stocks exhibiting the strongest momentum characteristics based on price performance over the eleven months ending one month before the Index rebalancing date - The Index will overweight stocks with relatively high momentum and underweight stocks with relatively low momentum
Master data
Type of yield: |
paying dividend |
Funds Category: |
Equity |
Country: |
United States of America |
Branch: |
ETF Stocks |
Benchmark: |
S&P® 1500 Positive Momentum Tilt Index |
Business year start: |
07-01 |
Last Distribution: |
2024-09-23 |
Depository bank: |
State Street Global Advisors |
Fund domicile: |
United States of America |
Distribution permission: |
- |
Fund manager: |
- |
Fund volume: |
- |
Launch date: |
2012-10-24 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.12% |
Minimum investment: |
1.00 USD |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
- |
Investment company
Funds company: |
State Street Gl. Ad. |
Address: |
1 Iron Street, MA02210, Boston |
Country: |
United States of America |
Internet: |
www.ssga.com
|
Countries
United States of America |
|
100.00% |
Branches
IT |
|
36.59% |
Finance |
|
12.92% |
Telecommunication Services |
|
11.46% |
Consumer goods, cyclical |
|
11.44% |
Industry |
|
9.38% |
Healthcare |
|
8.24% |
Basic Consumer Goods |
|
2.99% |
Energy |
|
2.57% |
Commodities |
|
2.09% |
real estate |
|
1.47% |
Utilities |
|
0.85% |