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Morningstar

SPDR® Portfolio Short Term Treasury ETF SPTS

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

Morningstar’s Analysis SPTS

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

  • People Pillar

    The People Pillar is our evaluation of the SPTS 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 SPTS’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 Short Term Treasury ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPTS

More SPTS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 5%

2.77 118.9 Mil
Government

United States Treasury Notes 5%

2.38 102.0 Mil
Government

United States Treasury Notes 4.25%

2.01 86.3 Mil
Government

United States Treasury Notes 4.25%

1.96 84.2 Mil
Government

United States Treasury Notes 4.625%

1.96 83.9 Mil
Government

United States Treasury Notes 4.5%

1.90 81.7 Mil
Government

United States Treasury Notes 4.375%

1.88 80.7 Mil
Government

United States Treasury Notes 4.125%

1.84 78.9 Mil
Government

United States Treasury Notes 4%

1.72 73.7 Mil
Government

United States Treasury Notes 4.625%

1.71 73.2 Mil
Government