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Upturn AI SWOT - About
SPDR Series Trust - SPDR Bloomberg Barclays 3-12 Month T-Bill ETF (BILS)
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Upturn Advisory Summary
10/24/2025: BILS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.02 | 52 Weeks Range 94.95 - 99.43 | Updated Date 06/29/2025 |
52 Weeks Range 94.95 - 99.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Series Trust - SPDR Bloomberg Barclays 3-12 Month T-Bill ETF
ETF Overview
Overview
The SPDR Bloomberg Barclays 3-12 Month T-Bill ETF (BIL) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays 3-12 Month U.S. Treasury Bill Index. It focuses on short-term U.S. Treasury bills, offering a low-risk investment strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience managing fixed-income portfolios and passively managed ETFs.
Investment Objective
Goal
To track the Bloomberg Barclays 3-12 Month U.S. Treasury Bill Index, providing exposure to short-term U.S. Treasury bills.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the benchmark index.
Composition The ETF holds a portfolio of U.S. Treasury bills with maturities ranging from 3 to 12 months.
Market Position
Market Share: The SPDR Bloomberg Barclays 3-12 Month T-Bill ETF has a significant market share within the short-term Treasury ETF segment.
Total Net Assets (AUM): 2840000000
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- iShares Short Treasury Bond ETF (SHV)
- Invesco Treasury Collateral ETF (CLTL)
Competitive Landscape
The short-term Treasury ETF market is competitive, with several large players. BIL offers similar exposure to short-term Treasuries as its competitors but may have slightly different expense ratios or tracking error. It maintains a low volatility profile and is favored for its safety.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Performance has been relatively stable, reflecting the low-risk nature of Treasury bills.
Benchmark Comparison: The ETF generally tracks its benchmark index closely, with minimal tracking error.
Expense Ratio: 0.13
Liquidity
Average Trading Volume
The ETF exhibits high liquidity with robust average trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
The ETF typically has a tight bid-ask spread, indicating low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rate changes, inflation, and Federal Reserve policy significantly affect the ETF's yield and performance.
Growth Trajectory
The ETF's growth is closely tied to investor demand for safe-haven assets and expectations regarding interest rate movements. It is likely to grow during times of uncertainty.
Moat and Competitive Advantages
Competitive Edge
BIL benefits from the backing of State Street, a well-known and trusted fund provider, providing investors with added confidence. The ETF's investment in short-term U.S. Treasury bills ensures a high level of creditworthiness and liquidity. The fund offers an effective instrument for managing short-term cash positions in a low-risk way. Furthermore, the ETF is passively managed, resulting in a lower cost ratio that appeals to cost-conscious investors.
Risk Analysis
Volatility
The ETF exhibits very low volatility due to its investment in short-term U.S. Treasury bills.
Market Risk
The primary risk is interest rate risk; rising interest rates could slightly decrease the ETF's value.
Investor Profile
Ideal Investor Profile
The ETF is suitable for risk-averse investors, those seeking a safe haven for capital preservation, and those needing short-term liquidity.
Market Risk
The ETF is best suited for short-term investors, passive index followers, and those looking for a stable investment option.
Summary
The SPDR Bloomberg Barclays 3-12 Month T-Bill ETF (BIL) provides exposure to short-term U.S. Treasury bills and is designed for risk-averse investors seeking capital preservation. Managed by State Street, the ETF offers high liquidity and a low-risk investment strategy, tracking its benchmark with minimal tracking error. It is suitable for short-term investors or those looking for a safe place to park cash. While it carries some interest rate risk, the fund's overall volatility remains low, making it an appealing choice in uncertain economic conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR Series Trust - SPDR Bloomberg Barclays 3-12 Month T-Bill ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the index, the fund employs a sampling strategy, which means that the fund is not required to purchase all of the securities represented in the index. The index is designed to measure the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 3 months and less than 12 months.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.