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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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPTI

More SPTI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.5%

2.52 135.7 Mil
Government

United States Treasury Notes 2.75%

2.32 125.1 Mil
Government

United States Treasury Notes 4.125%

2.30 124.1 Mil
Government

United States Treasury Notes 3.875%

2.24 120.9 Mil
Government

United States Treasury Notes 3.375%

2.12 114.1 Mil
Government

United States Treasury Notes 3.5%

2.11 113.5 Mil
Government

United States Treasury Notes 1.75%

1.97 106.4 Mil
Government

United States Treasury Notes 2.75%

1.94 104.6 Mil
Government

United States Treasury Notes 4.125%

1.86 100.4 Mil
Government

United States Treasury Notes 1.25%

1.77 95.2 Mil
Government