State Street SPDR Port Itmt Term Trs ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
State Street® SPDR® Portfolio Intermediate Term Treasury ETF SPTI
Morningstar’s Analysis SPTI
Will SPTI 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 SPTI 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 SPTI’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 18.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4.625% | 1.99 | 201M | Government |
United States Treasury Notes 4.25% | 1.95 | 197M | Government |
United States Treasury Notes 4.25% | 1.95 | 196M | Government |
United States Treasury Notes 4.25% | 1.92 | 194M | Government |
United States Treasury Notes 4.375% | 1.90 | 192M | Government |
United States Treasury Notes 4% | 1.87 | 189M | Government |
United States Treasury Notes 4.5% | 1.85 | 187M | Government |
United States Treasury Notes 3.875% | 1.81 | 183M | Government |
United States Treasury Notes 4% | 1.79 | 181M | Government |
United States Treasury Notes 4% | 1.76 | 178M | Government |