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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 strong management team and sound investment process 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 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 STOT

More STOT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.25%

12.80 21.7 Mil
Government

United States Treasury Notes 4%

12.69 21.5 Mil
Government

United States Treasury Bills 0%

5.88 10.0 Mil
Government

Citigroup Mortgage Loan Trust 4.4747%

1.38 2.3 Mil
Securitized

Regatta XXIII Funding Ltd. 6.73617%

1.34 2.3 Mil
Securitized

Luminent Mortgage Trust 5.76389%

1.23 2.1 Mil
Securitized

MARBLE POINT CLO XXI LTD 6.81868%

1.18 2.0 Mil
Securitized

State Street Instl US Govt MMkt Premier

1.17 2.0 Mil
Cash and Equivalents

Freddie Mac Stacr Remic Trust 6.56864%

1.00 1.7 Mil
Securitized

ANCHORAGE CAPITAL 19 LTD 6.80017%

0.88 1.5 Mil
Securitized