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Morningstar

SPDR® Portfolio Corporate Bond ETF SPBO

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

Morningstar’s Analysis SPBO

Will SPBO 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 SPBO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPBO 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 SPBO’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin SPDR ® Portfolio Corporate Bond ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPBO

More SPBO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Institutional Liq State St Inst Liq Res Prem

0.21 3.0 Mil
Cash and Equivalents

JPMorgan Chase & Co. 5.717%

0.20 2.9 Mil
Corporate

Bank of America Corp. 5.08%

0.20 2.8 Mil
Corporate

JPMorgan Chase & Co. 1.04%

0.17 2.4 Mil
Corporate

Wells Fargo & Co. 3.55%

0.17 2.4 Mil
Corporate

General Motors Financial Company Inc 4%

0.17 2.4 Mil
Corporate

Bank of America Corp. 2.496%

0.16 2.3 Mil
Corporate

Bank of America Corp. 4.45%

0.15 2.2 Mil
Corporate

Wells Fargo & Co. 3.196%

0.15 2.2 Mil
Corporate

Amgen Inc. 5.65%

0.15 2.1 Mil
Corporate