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Morningstar

SPDR® Blackstone High Income ETF HYBL

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

Morningstar’s Analysis HYBL

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

People Pillar

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

Strength in SPDR ® Blackstone High Income ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYBL

More HYBL Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 498
  • Other Holdings 3
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR Blackstone Senior Loan ETF

1.94
2,391,420
—

State Street Instl US Govt MMkt Premier

1.70
2,095,551
Cash and Equivalents

Point Au Roche Park Clo Ltd/Pt Au Roche Park Clo Llc 11.68775%

1.07
1,311,724
Securitized

Ares LXVIII CLO Ltd / Ares LXVIII CLO LLC 13.63393%

0.61
752,025
Securitized

BALLYROCK CLO LTD 11.73775%

0.59
730,725
Securitized

Sunoco LP / Sunoco Finance Corp 4.5%

0.59
726,765
Corporate

CARLYLE US CLO 2021-9 LTD 12.21775%

0.52
645,800
Securitized

Allison Transmission Inc. 3.75%

0.51
631,418
Corporate

Xerox Holdings Corporation 5.5%

0.51
625,340
Corporate

PERATON CORP TERM LOAN B

0.50
620,249
Corporate