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Upturn AI SWOT - About
SPDR Bloomberg Barclays Intermediate Term Treasury ETF (ITE)
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Upturn Advisory Summary
07/31/2025: ITE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.49% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.89 - 28.86 | Updated Date 06/29/2025 |
52 Weeks Range 26.89 - 28.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Bloomberg Barclays Intermediate Term Treasury ETF
ETF Overview
Overview
The SPDR Bloomberg Barclays Intermediate Term Treasury ETF (ITE) seeks to track the investment results of the Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index. It focuses on U.S. Treasury securities with maturities between 3 and 10 years, offering exposure to the intermediate-term segment of the U.S. government bond market. The investment strategy is passive, aiming to replicate the index's performance.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record of managing index-tracking funds.
Management Expertise
SSGA has extensive experience and expertise in managing fixed-income ETFs and passively tracking bond indices.
Investment Objective
Goal
The ETF aims to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all or a substantial portion of the securities in the underlying index.
Composition The ETF holds U.S. Treasury bonds with maturities ranging from 3 to 10 years.
Market Position
Market Share: ITE holds a significant, but not dominant, market share within the intermediate-term Treasury ETF category.
Total Net Assets (AUM): 3260000000
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- Vanguard Intermediate-Term Treasury ETF (VGIT)
- Schwab Intermediate-Term U.S. Treasury ETF (SCHR)
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with several large players offering similar products. ITE's advantages include SSGA's brand recognition and competitive expense ratio. A disadvantage is that it faces stiff competition from larger, more liquid ETFs like IEF and VGIT.
Financial Performance
Historical Performance: Historical performance data (annualized returns): ["1 Year: 0.9%", "3 Year: -2.0%", "5 Year: -0.1%", "10 Year: 2.1%"]
Benchmark Comparison: The ETF's performance generally tracks its benchmark index, the Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index, closely. Slight deviations may occur due to expense ratios and tracking error.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF exhibits a moderate average trading volume, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and the underlying market for U.S. Treasury securities.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and Federal Reserve policy significantly impact the ETF's performance. Changes in these factors can lead to fluctuations in bond prices and yields.
Growth Trajectory
The ETF's growth is tied to investor demand for intermediate-term Treasury exposure. Fluctuations in interest rate expectations drive growth.
Moat and Competitive Advantages
Competitive Edge
ITE's competitive advantages stem from its low expense ratio, transparent investment strategy, and the backing of State Street Global Advisors. These factors provide investors with a cost-effective and reliable way to access intermediate-term U.S. Treasury bonds. This makes it a solid choice for investors seeking a stable and predictable investment option. It allows investors to diversify their fixed-income portfolios.
Risk Analysis
Volatility
The ETF's volatility is relatively low compared to equity ETFs, but it is still subject to interest rate risk.
Market Risk
The primary risk is interest rate risk. Rising interest rates can lead to declines in the ETF's value, while falling rates can lead to increases.
Investor Profile
Ideal Investor Profile
The ETF is suitable for risk-averse investors, income-seeking investors, and those looking for a stable and diversified fixed-income component in their portfolios.
Market Risk
The ETF is best suited for long-term investors and passive index followers who seek stable returns and capital preservation.
Summary
The SPDR Bloomberg Barclays Intermediate Term Treasury ETF provides investors with exposure to intermediate-term U.S. Treasury bonds through a low-cost and passively managed fund. Its performance closely tracks its benchmark, making it a predictable investment choice. ITE is appropriate for risk-averse investors looking to diversify their fixed-income portfolios and generate income. However, investors should be aware of the inherent interest rate risk and the potential for capital losses in a rising rate environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 Bloomberg Barclays Intermediate Term Treasury ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays 3-10 Year U.S. Treasury Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of intermediate term (3-10 years) public obligations of the U.S. Treasury. It is non-diversified.
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.