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Morningstar

SPDR® Blackstone High Income ETF HYBL

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis HYBL

Will HYBL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HYBL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HYBL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HYBL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in SPDR ® Blackstone High Income ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYBL

More HYBL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

3.75 5.5 Mil
Cash and Equivalents

SPDR® Blackstone Senior Loan ETF

3.57 5.3 Mil
—

Point Au Roche Park Clo Ltd/Pt Au Roche Park Clo Llc 11.68617%

1.00 1.5 Mil
Securitized

Allison Transmission Inc. 3.75%

0.63 930,750
Corporate

Xerox Holdings Corporation 5.5%

0.56 828,366
Corporate

Davita Inc 4.625%

0.56 824,357
Corporate

FERTITTA ENTERTAINMENT, LLC 2022 TERM LOAN B

0.54 794,116
Corporate

GARDA WORLD SECURITY CORPORATI 2022 TERM LOAN

0.53 783,573
Corporate

Ares LXVIII CLO Ltd / Ares LXVIII CLO LLC 13.87355%

0.53 778,408
Securitized

Sunoco LP / Sunoco Finance Corp 4.5%

0.51 760,968
Corporate