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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 0
  • Bond Holdings 4117
  • Other Holdings 3
  • % Assets in Top 10 Holdings 1.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Institutional Liq State St Inst Liq Res Prem

0.24
1,667,956
Cash and Equivalents

Goldman Sachs Group, Inc. 4.223%

0.17
1,201,611
Corporate

AT&T Inc 4.3%

0.16
1,124,497
Corporate

Bank of America Corporation 3.824%

0.16
1,109,627
Corporate

Morgan Stanley 2.188%

0.16
1,102,503
Corporate

AT&T Inc 4.35%

0.16
1,071,402
Corporate

Wells Fargo & Company 2.188%

0.15
999,082
Corporate

Goldman Sachs Group, Inc. 3.75%

0.14
963,500
Corporate

T-Mobile USA, Inc. 5.2%

0.14
955,290
Corporate

AbbVie Inc. 3.2%

0.13
909,001
Corporate