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Upturn AI SWOT - About
SPDR Barclays Long Term Corporate Bond (SPLB)
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Upturn Advisory Summary
04/01/2025: SPLB (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 -10.83% | Avg. Invested days 34 | Today’s Advisory WEAK BUY |
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) 2513856 | Beta 2.05 | 52 Weeks Range 20.67 - 23.80 | Updated Date 04/1/2025 |
52 Weeks Range 20.67 - 23.80 | Updated Date 04/1/2025 |
Upturn AI SWOT
SPDR Barclays Long Term Corporate Bond
ETF Overview
Overview
The SPDR Portfolio Long Term Corporate Bond ETF (SPLB) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg U.S. Corporate Bond Index, focusing on long-term, investment-grade corporate bonds.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record.
Management Expertise
SSGA has extensive experience in managing fixed income ETFs and employs a team of experienced portfolio managers.
Investment Objective
Goal
To replicate the performance of the Bloomberg U.S. Corporate Bond Index, focusing on long-term corporate bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg U.S. Corporate Bond Index, employing a passive investment strategy.
Composition The ETF holds a diversified portfolio of investment-grade corporate bonds with maturities generally greater than 10 years.
Market Position
Market Share: SPLB holds a substantial, yet not dominant, market share within the long-term corporate bond ETF category.
Total Net Assets (AUM): 920000000
Competitors
Key Competitors
- VCLT
- IGLB
- FLOT
Competitive Landscape
The long-term corporate bond ETF market is competitive, with several large players. SPLB benefits from SSGA's brand and low expense ratio, but faces competition from Vanguard and iShares. VCLT edges it out in Market Share. However, SPLB's trading volume is competitive with those other options.
Financial Performance
Historical Performance: Historical performance varies with interest rate movements, providing stable income and appreciation opportunities when interest rates remain stable or fall.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg U.S. Corporate Bond Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
SPLB exhibits moderate to high liquidity based on its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
SPLB is affected by interest rate changes, credit spreads, and overall economic conditions.
Growth Trajectory
Growth depends on investor demand for long-term corporate bond exposure and prevailing market rates.
Moat and Competitive Advantages
Competitive Edge
SPLB's competitive advantages include its low expense ratio (0.04%), the backing of State Street Global Advisors (SSGA), and its focus on the long-term corporate bond market. The low expense ratio enhances returns for investors. SSGAu2019s reputation provides investor confidence. It targets a specific segment of the corporate bond market, making it attractive to investors seeking long-term corporate debt exposure.
Risk Analysis
Volatility
Volatility is moderate, influenced by interest rate sensitivity and credit risk.
Market Risk
Market risk includes interest rate risk, credit risk, and liquidity risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking stable income and long-term capital appreciation through corporate bonds.
Market Risk
SPLB is best suited for long-term investors seeking income and diversification, who are comfortable with moderate interest rate risk.
Summary
The SPDR Portfolio Long Term Corporate Bond ETF (SPLB) offers exposure to long-term, investment-grade corporate bonds and aims to replicate the performance of the Bloomberg U.S. Corporate Bond Index. Its low expense ratio of 0.04% and the backing of State Street Global Advisors make it a competitive option. It's suitable for long-term investors seeking stable income with moderate risk. Market performance is linked to fluctuations in interest rates and credit spreads.
Similar Companies
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
VCLT
Vanguard Long-Term Corporate Bond Index Fund ETF Shares
VCLT
Vanguard Long-Term Corporate Bond Index Fund ETF Shares
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 financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
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 Barclays Long Term Corporate Bond
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 U.S. corporate bonds that have a maturity of greater than or equal to 10 years.
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