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Upturn AI SWOT - About
SPDR Portfolio Intermediate Term Treasury (SPTI)
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Upturn Advisory Summary
03/27/2025: SPTI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.44% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 2501990 | Beta 0.8 | 52 Weeks Range 26.42 - 28.64 | Updated Date 04/2/2025 |
52 Weeks Range 26.42 - 28.64 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR Portfolio Intermediate Term Treasury
ETF Overview
Overview
The SPDR Portfolio Intermediate Term Treasury ETF (SPTI) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg US Treasury 3-10 Year Index. It focuses on U.S. Treasury bonds with maturities between 3 and 10 years, offering investors exposure to the intermediate-term segment of the U.S. Treasury market. The ETF utilizes a passive investment strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a large and reputable asset manager with a long history of managing ETFs and other investment products.
Management Expertise
SSGA has a dedicated team of portfolio managers with extensive experience in fixed income investing and ETF management.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg US Treasury 3-10 Year Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Bloomberg US Treasury 3-10 Year Index.
Composition The ETF holds U.S. Treasury bonds with maturities between 3 and 10 years.
Market Position
Market Share: The SPTI market share in its sector is substantial, indicating a strong presence and investor confidence.
Total Net Assets (AUM): 4554472816
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- Vanguard Intermediate-Term Treasury ETF (VGIT)
- Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with several major players. SPTI offers a low-cost option, but IEF, VGIT, and SCHR may have advantages in AUM and liquidity.SPTIs advantages are the lower expense ratio while disadvantages are AUM is relatively smaller and less liquid than some of its top competitors.
Financial Performance
Historical Performance: Historical performance data not included in this example but available from financial data providers.
Benchmark Comparison: The ETF's performance should closely track the Bloomberg US Treasury 3-10 Year Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The average daily trading volume of SPTI is moderately high, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and economic growth influence the performance of SPTI. Rising interest rates typically negatively impact bond prices.
Growth Trajectory
SPTI's growth is tied to the demand for intermediate-term Treasury exposure and SSGA's ability to attract and retain assets. There are no significant strategy changes at the moment.
Moat and Competitive Advantages
Competitive Edge
SPTI's primary advantage is its low expense ratio, making it an attractive option for cost-conscious investors. Its strong backing by SSGA contributes to its reliability and credibility. SPTI provides exposure to a well-defined segment of the Treasury market. Its low expense ratio and reliable issuer backing makes it a good choice for many passive investors. SPTI's consistent tracking of its underlying index reinforces its value proposition.
Risk Analysis
Volatility
Volatility is moderate and closely correlated with fluctuations in interest rates and the broader bond market.
Market Risk
Interest rate risk is the primary risk, where rising rates can lead to capital losses. Credit risk is minimal due to the backing of the U.S. government.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking stable income, diversification, or a hedge against equity market downturns. Suitable for investors with a moderate risk tolerance.
Market Risk
Best suited for long-term investors seeking passive income and diversification. It is also suitable for passive index followers.
Summary
SPDR Portfolio Intermediate Term Treasury ETF (SPTI) offers low-cost exposure to U.S. Treasury bonds with maturities between 3 and 10 years. Its low expense ratio is attractive to cost-conscious investors and it closely tracks the Bloomberg US Treasury 3-10 Year Index. SPTI's main drawback is its size compared to its competitors. SPTI can be incorporated into a diversified portfolio as a source of stability and income.
Similar Companies
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
VGIT
Vanguard Intermediate-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Market conditions can change rapidly, and past performance is not indicative of future results.
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 Intermediate Term Treasury
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 intermediate term (3-10 years) public obligations of the U.S. Treasury.
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