Skip to Content
Morningstar

SPDR® Portfolio Intmdt Term Trs ETF SPTI

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

Morningstar’s Analysis SPTI

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

  • 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.

A strong management team and sound investment process underpin SPDR ® Portfolio Intmdt Term Trs ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPTI

More SPTI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.5%

2.47 147.0 Mil
Government

United States Treasury Notes 2.75%

2.30 136.8 Mil
Government

United States Treasury Notes 4.125%

2.26 134.6 Mil
Government

United States Treasury Notes 3.875%

2.21 131.7 Mil
Government

United States Treasury Notes 3.375%

2.08 124.0 Mil
Government

United States Treasury Notes 3.5%

2.05 122.1 Mil
Government

United States Treasury Notes 4%

2.00 119.3 Mil
Government

United States Treasury Notes 1.75%

1.94 115.4 Mil
Government

United States Treasury Notes 4.125%

1.81 107.8 Mil
Government

United States Treasury Notes 1.25%

1.75 104.0 Mil
Government