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Morningstar

SPDR® Portfolio Long Term Treasury ETF SPTL

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

Morningstar’s Analysis SPTL

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

  • People Pillar

    The People Pillar is our evaluation of the SPTL 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 SPTL’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 Long Term Treasury ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 SPTL

More SPTL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.25%

3.04 277.4 Mil
Government

United States Treasury Bonds 4.75%

2.99 272.6 Mil
Government

United States Treasury Bonds 4.125%

2.58 235.6 Mil
Government

United States Treasury Bonds 4%

2.45 223.5 Mil
Government

United States Treasury Bonds 3.625%

2.33 212.8 Mil
Government

United States Treasury Bonds 3.625%

2.32 212.1 Mil
Government

United States Treasury Bonds 4.375%

2.26 205.9 Mil
Government

United States Treasury Bonds 2.375%

2.16 197.1 Mil
Government

United States Treasury Bonds 3%

2.11 192.7 Mil
Government

United States Treasury Bonds 3.25%

2.10 192.2 Mil
Government