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SPDR SSGA My2028 Municipal Bond ETF (MYMH)



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Upturn Advisory Summary
08/14/2025: MYMH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 0.58% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.88 - 24.58 | Updated Date 06/28/2025 |
52 Weeks Range 23.88 - 24.58 | Updated Date 06/28/2025 |
Upturn AI SWOT
SPDR SSGA My2028 Municipal Bond ETF
ETF Overview
Overview
The SPDR SSGA My2028 Municipal Bond ETF (NYSE Arca: YYYY) is a target maturity ETF that invests in a diversified portfolio of U.S. municipal bonds. It aims to provide a predictable income stream and return of principal at the target maturity date of 2028. Asset allocation is almost entirely in municipal bonds. The investment strategy is to purchase bonds with maturities close to the target date.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest and most reputable ETF providers globally, with a long track record of managing fixed-income products.
Management Expertise
SSGA has a team of experienced fixed-income portfolio managers and analysts with expertise in municipal bond markets.
Investment Objective
Goal
The ETF's primary goal is to provide current income and return the original principal amount at the target maturity date of 2028.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather employs a managed strategy to invest in municipal bonds maturing around 2028.
Composition The ETF holds a portfolio of U.S. municipal bonds.
Market Position
Market Share: YYYY has a moderate market share within the target maturity municipal bond ETF category.
Total Net Assets (AUM): 152672828
Competitors
Key Competitors
- Invesco BulletShares 2028 Municipal Bond ETF (BSMV)
- Guggenheim Municipal BuyBack ETF (GBB)
Competitive Landscape
The target maturity municipal bond ETF market is relatively concentrated. YYYY competes with other similar ETFs that offer exposure to municipal bonds with defined maturity dates. YYYY's competitive advantage lies in SSGA's brand recognition and potentially different bond selection strategies. A disadvantage could be a higher expense ratio or lower yield compared to some competitors.
Financial Performance
Historical Performance: Historical performance data is essential for analyzing the ETF's total return and risk-adjusted returns over specific periods.
Benchmark Comparison: Comparing the ETF's performance against a relevant municipal bond index helps assess its effectiveness in achieving its investment objective.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and municipal bond market conditions significantly influence the ETF's performance. Changes in tax laws can also affect municipal bond yields and investor demand.
Growth Trajectory
The ETF's growth depends on investor demand for target maturity municipal bond strategies and the overall health of the municipal bond market. No significant changes to strategy have occurred.
Moat and Competitive Advantages
Competitive Edge
YYYY benefits from SSGA's established reputation and distribution network. The ETF offers a simple and transparent way to invest in a diversified portfolio of municipal bonds with a defined maturity date. This can be attractive to investors seeking predictable income and a return of principal. SSGA's expertise in fixed income may provide a slight edge in bond selection and portfolio management. Target maturity ETFs are unique as they have a pre-defined liquidation date.
Risk Analysis
Volatility
Municipal bond ETFs generally exhibit lower volatility compared to equity ETFs, but are still subject to interest rate risk and credit risk.
Market Risk
The ETF is subject to interest rate risk (rising rates can lower bond values), credit risk (the risk of default by municipal bond issuers), and inflation risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a retiree or someone nearing retirement seeking tax-exempt income and capital preservation with a specific time horizon (2028).
Market Risk
This ETF is best suited for long-term investors with a specific investment horizon and a preference for income and capital preservation.
Summary
The SPDR SSGA My2028 Municipal Bond ETF (YYYY) provides targeted exposure to U.S. municipal bonds maturing around 2028. Managed by SSGA, it offers a defined maturity date, seeking predictable income and principal return. It is suitable for long-term investors prioritizing tax-exempt income and capital preservation within a specific time frame. While subject to interest rate and credit risk, the ETF's relatively low volatility makes it a potentially suitable component of a diversified fixed-income portfolio. Competitors exist, but YYYY has a moderate market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor.
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 SSGA My2028 Municipal Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, SSGA Funds Management, Inc. (the "Adviser" or "SSGA FM") invests at least 80% of the fund"s net assets (plus borrowings for investment purposes) in investments the income of which is exempt from regular federal income tax. The fund primarily invests in municipal bonds maturing in the year 2028, which may include bonds with embedded issuer call options falling within that year. The fund is non-diversified.

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