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Upturn AI SWOT - About
SPDR Barclays Short Term Treasury (SPTS)
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Upturn Advisory Summary
03/27/2025: SPTS (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 3.08% | 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) 1399108 | Beta 0.24 | 52 Weeks Range 27.49 - 29.36 | Updated Date 04/4/2025 |
52 Weeks Range 27.49 - 29.36 | Updated Date 04/4/2025 |
Upturn AI SWOT
SPDR Barclays Short Term Treasury
ETF Overview
Overview
The SPDR Barclays Short Term Treasury ETF (BIL) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays 1-3 Year U.S. Treasury Index. It primarily invests in U.S. Treasury securities with remaining maturities of between 1 and 3 years, offering a conservative approach to fixed income investing.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest asset managers globally with a strong reputation and long track record in the ETF market.
Management Expertise
SSGA has significant expertise in managing fixed income funds and ETFs, leveraging its global research and investment capabilities.
Investment Objective
Goal
To track the price and yield performance of the Bloomberg Barclays 1-3 Year U.S. Treasury Index.
Investment Approach and Strategy
Strategy: BIL aims to replicate the performance of the Bloomberg Barclays 1-3 Year U.S. Treasury Index by investing in a portfolio of U.S. Treasury securities with maturities between 1 and 3 years.
Composition The ETF holds U.S. Treasury bonds, notes, and bills with remaining maturities of 1 to 3 years.
Market Position
Market Share: BIL holds a significant market share within the short-term Treasury ETF segment.
Total Net Assets (AUM): 27430000000
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- Vanguard Short-Term Treasury ETF (VGSH)
- Invesco BulletShares 2025 Treasury ETF (BSCV)
Competitive Landscape
The short-term Treasury ETF market is competitive with several large players. BIL benefits from being one of the earliest entrants and having a large AUM. SHY and VGSH are also popular options, offering similar exposure with slight variations in expense ratios or tracking. BSCV offers a defined maturity approach, differing from BIL's index tracking.
Financial Performance
Historical Performance: Historical performance can be represented as a time series array. However, it fluctuates based on underlying rates.
Benchmark Comparison: Performance closely tracks the Bloomberg Barclays 1-3 Year U.S. Treasury Index.
Expense Ratio: 0.135
Liquidity
Average Trading Volume
BIL exhibits high liquidity, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for BIL is typically very tight, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rate changes, inflation expectations, and Federal Reserve policy significantly impact BIL's performance.
Growth Trajectory
Growth depends on investor demand for short-term, low-risk Treasury exposure and the overall interest rate environment. There are no changes in strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
BIL's competitive edge comes from its large AUM, high liquidity, and the reputation of State Street Global Advisors. It's a well-established ETF with a clear focus on short-term U.S. Treasury securities. The ETF's low expense ratio compared to some peers is also an advantage. Its simplicity and transparency make it attractive to investors seeking a straightforward way to access the short-term Treasury market.
Risk Analysis
Volatility
BIL exhibits low volatility due to the short-term nature of its holdings and the creditworthiness of the U.S. government.
Market Risk
The primary market risk is interest rate risk, where rising interest rates can negatively impact the ETF's value, but to a lesser extent than longer-term bonds.
Investor Profile
Ideal Investor Profile
BIL is suitable for risk-averse investors, those seeking a safe haven asset, or those looking to manage short-term cash positions.
Market Risk
BIL is best suited for long-term investors and passive index followers seeking low-risk exposure to U.S. Treasuries.
Summary
SPDR Barclays Short Term Treasury ETF (BIL) offers a conservative investment approach by tracking the Bloomberg Barclays 1-3 Year U.S. Treasury Index. Managed by State Street Global Advisors, BIL provides exposure to short-term U.S. Treasury securities, making it a low-risk option. Its large AUM and high liquidity make it attractive to risk-averse investors and those managing short-term cash. The ETF's performance is sensitive to interest rate changes, making it ideal for those anticipating stable or falling rates.
Similar Companies
ISTB
iShares Core 1-5 Year USD Bond
ISTB
iShares Core 1-5 Year USD Bond
SCHO
Schwab Short-Term U.S. Treasury ETF
SCHO
Schwab Short-Term U.S. Treasury ETF
SHY
iShares 1-3 Year Treasury Bond ETF
SHY
iShares 1-3 Year Treasury Bond ETF
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
VGSH
Vanguard Short-Term Treasury Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market conditions can change rapidly and may impact the performance of the ETF.
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 Short Term Treasury
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests 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 short term (1-3 years) public obligations of the U.S. Treasury.
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