SPDR Portfolio Intermediate Term Corporate Bond ETF’s well-constructed portfolio, low fee, and broad scope make it a compelling choice. The fund’s shorter duration and slight quality tilt also shield it from major interest rate and credit shocks.
State Street® SPDR® Portfolio Intermediate Term Corporate Bond ETF SPIB
Morningstar’s Analysis SPIB
Will SPIB outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SPIB 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 SPIB’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 2.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Morgan Stanley Bank, National Association (Utah) 5.016% | 0.45 | 50M | Corporate |
Ssi Us Gov Money Market Class State Street Inst Us Gov | 0.32 | 36M | Cash and Equivalents |
Wells Fargo & Co. 4.844% | 0.28 | 32M | Corporate |
The Charles Schwab Corporation 6.196% | 0.27 | 30M | Corporate |
Goldman Sachs Group, Inc. 4.148% | 0.26 | 29M | Corporate |
Salesforce Inc. 4.9% | 0.26 | 29M | Corporate |
Morgan Stanley Private Bank National Association 4.466% | 0.25 | 28M | Corporate |
Bank of America Corp. 4.477% | 0.24 | 27M | Corporate |
Citigroup Inc. 5.411% | 0.23 | 25M | Corporate |
AT&T Inc 1.65% | 0.22 | 25M | Corporate |
United States