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Morningstar

SPDR® DoubleLine Shrt Dur Ttl RetTactETF STOT

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

Morningstar’s Analysis STOT

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

  • People Pillar

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

A sound investment process and strong management team underpin SPDR ® DoubleLine Shrt Dur Ttl RetTactETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 STOT

More STOT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.625%

12.15 17.6 Mil
Government

United States Treasury Notes 0.375%

7.72 11.2 Mil
Government

United States Treasury Notes 0.625%

4.27 6.2 Mil
Government

State Street Instl US Govt MMkt Premier

3.76 5.4 Mil
Cash and Equivalents

Regatta XXIII Funding Ltd. 6.69362%

1.57 2.3 Mil
Securitized

Citigroup Mortgage Loan Trust 5.14882%

1.56 2.3 Mil
Securitized

Luminent Mortgage Trust 5.78406%

1.50 2.2 Mil
Securitized

MARBLE POINT CLO XXI LTD 6.78738%

1.38 2.0 Mil
Securitized

Freddie Mac Stacr Remic Trust 6.59714%

1.05 1.5 Mil
Securitized

ANCHORAGE CAPITAL 19 LTD 6.77298%

1.04 1.5 Mil
Securitized