Skip to Content
Morningstar

SPDR® Portfolio Long Term Corp Bd ETF SPLB

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

Morningstar’s Analysis SPLB

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

People Pillar

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

Increased confidence in SPDR ® Portfolio Long Term Corp Bd ETF's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Gold from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPLB

More SPLB Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2804
  • Other Holdings 1
  • % Assets in Top 10 Holdings 2.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%

0.43
3,004,423
Corporate

CVS Health Corp 5.05%

0.35
2,439,316
Corporate

Pfizer Investment Enterprises Pte Ltd. 5.3%

0.30
2,061,193
Corporate

AT&T Inc 3.55%

0.28
1,917,691
Corporate

The Boeing Company 5.805%

0.26
1,781,704
Corporate

WarnerMedia Holdings Inc. 5.141%

0.25
1,733,742
Corporate

Wells Fargo & Co. 5.013%

0.25
1,730,502
Corporate

Goldman Sachs Group, Inc. 6.75%

0.25
1,722,737
Corporate

AT&T Inc 3.5%

0.23
1,579,201
Corporate

AT&T Inc 3.65%

0.23
1,578,422
Corporate