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Upturn AI SWOT - About
SPDR Portfolio TIPS (SPIP)
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Upturn Advisory Summary
04/01/2025: SPIP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.61% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 210473 | Beta 0.84 | 52 Weeks Range 24.14 - 26.29 | Updated Date 04/2/2025 |
52 Weeks Range 24.14 - 26.29 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR Portfolio TIPS
ETF Overview
Overview
The SPDR Portfolio TIPS ETF (SPIP) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index. It focuses on US Treasury Inflation-Protected Securities (TIPS) with the aim of hedging against inflation.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has a team of experienced professionals managing a wide range of ETFs, leveraging their expertise in fixed income and index tracking.
Investment Objective
Goal
Seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Bloomberg Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index, employing a passive investment strategy.
Composition The ETF primarily holds U.S. Treasury Inflation-Protected Securities (TIPS) with varying maturities.
Market Position
Market Share: SPIP holds a moderate market share within the TIPS ETF segment.
Total Net Assets (AUM): 3120000000
Competitors
Key Competitors
- TIP
- VTIP
- SCHP
Competitive Landscape
The TIPS ETF market is dominated by a few large players. SPIP competes with larger, more established ETFs like TIP, but offers a lower expense ratio, making it an attractive option for cost-conscious investors. Its smaller size may result in lower liquidity than its competitors.
Financial Performance
Historical Performance: Historical performance data is not included due to constantly changing market conditions. Refer to financial data providers for this data.
Benchmark Comparison: The ETF's performance closely tracks its benchmark, the Bloomberg Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The average trading volume of SPIP is moderate, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
SPIP generally has a narrow bid-ask spread, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate policies, and investor sentiment towards inflation influence SPIP's performance.
Growth Trajectory
SPIP's growth is closely tied to investor demand for inflation protection and the performance of TIPS securities. Holdings and strategies generally remain aligned with the index.
Moat and Competitive Advantages
Competitive Edge
SPIP's competitive advantage lies primarily in its low expense ratio compared to other TIPS ETFs, making it an attractive option for cost-sensitive investors. It offers efficient tracking of the Bloomberg Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index. However, it has a smaller AUM compared to other TIPS ETFs. SPIP is more attractive for investors prioritizing cost efficiency and index tracking.
Risk Analysis
Volatility
SPIP exhibits moderate volatility, primarily influenced by fluctuations in interest rates and inflation expectations.
Market Risk
The ETF is exposed to market risk associated with changes in interest rates, inflation, and the overall economic environment.
Investor Profile
Ideal Investor Profile
Ideal investors include those seeking inflation protection, diversification, or a stable income stream through government-backed securities.
Market Risk
SPIP is suitable for long-term investors and passive index followers seeking to hedge against inflation.
Summary
SPIP is a low-cost ETF that provides exposure to U.S. Treasury Inflation-Protected Securities (TIPS), tracking the Bloomberg Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index. It's suitable for investors seeking to hedge against inflation. It offers a low expense ratio. While it has a smaller AUM when compared to the bigger TIPS ETF players, it offers a competitive edge through cost-effectiveness. Due to its moderate volatility, investors should align it with their risk tolerance.
Similar Companies
- TIP
- VTIP
- SCHP
- IPE
- FTIP
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- Bloomberg
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR Portfolio TIPS
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of the inflation protected public obligations of the U.S. Treasury, commonly known as TIPS.
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