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MYMH
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SPDR SSGA My2028 Municipal Bond ETF (MYMH)

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$24.43
Last Close (24-hour delay)
Profit since last BUY0.87%
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Consider higher Upturn Star rating
BUY since 43 days
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Upturn Advisory Summary

08/14/2025: MYMH (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 0.58%
Avg. Invested days 37
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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SPDR SSGA My2028 Municipal Bond ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo Management Expertise

SSGA has a team of experienced fixed-income portfolio managers and analysts with expertise in municipal bond markets.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.