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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 sizable cost advantage over competitors, priced within the second-cheapest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl US Govt MMkt Premier

5.21 8.2 Mil
Cash and Equivalents

SPDR Blackstone Senior Loan ETF

2.96 4.7 Mil
—

Point Au Roche Park Clo Ltd/Pt Au Roche Park Clo Llc 11.68617%

0.91 1.4 Mil
Securitized

FERTITTA ENTERTAINMENT, LLC 2022 TERM LOAN B

0.66 1.0 Mil
Corporate

CLOUD SOFTWARE GROUP, INC. 2022 USD TERM LOAN B

0.59 926,331
Corporate

MCGRAW HILL GLB EDU HLDGS LLC 2021 TERM LOAN

0.54 843,441
Corporate

STAPLES INC TERM LOAN

0.53 835,838
Corporate

Xerox Holdings Corporation 5.5%

0.52 820,347
Corporate

Allison Transmission Inc. 3.75%

0.51 807,968
Corporate

LBM ACQUISITION LLCV TERM LOAN B

0.51 795,188
Corporate