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Upturn AI SWOT - About
SPDR SSGA My2029 Municipal Bond ETF (MYMI)
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Upturn Advisory Summary
08/14/2025: MYMI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -0.37% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.82 - 24.61 | Updated Date 06/28/2025 |
52 Weeks Range 23.82 - 24.61 | Updated Date 06/28/2025 |
Upturn AI SWOT
SPDR SSGA My2029 Municipal Bond ETF
ETF Overview
Overview
The SPDR SSGA My2029 Municipal Bond ETF (NYSE Arca: YYY) is a target maturity municipal bond ETF. It seeks to provide investment results that correspond to the price and yield performance of the Bloomberg Municipal Bond 2029 Index. The fund primarily invests in investment-grade municipal bonds with a final maturity date in the year 2029, offering a predictable income stream and principal repayment at the target date.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record of managing ETFs.
Management Expertise
SSGA has extensive experience in managing fixed-income ETFs, leveraging a team of seasoned professionals with expertise in municipal bond markets.
Investment Objective
Goal
The primary investment goal of YYY is to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Municipal Bond 2029 Index.
Investment Approach and Strategy
Strategy: YYY aims to replicate the performance of the Bloomberg Municipal Bond 2029 Index, which measures the performance of U.S. dollar-denominated investment-grade, fixed-rate, tax-exempt municipal bonds with a final maturity in the year 2029.
Composition The ETF holds a portfolio of municipal bonds, primarily investment-grade, all maturing in 2029.
Market Position
Market Share: YYY has a moderate market share within the target maturity municipal bond ETF segment.
Total Net Assets (AUM): 21570000
Competitors
Key Competitors
- Invesco BulletShares 2029 Municipal Bond ETF (BSMJ)
- Guggenheim Target Date Municipal Bond ETF (TCF)
Competitive Landscape
The competitive landscape is characterized by several target maturity municipal bond ETFs. YYY's advantage lies in SSGA's established brand and potentially lower expense ratios. Disadvantages may include lower AUM compared to some competitors, affecting liquidity.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers and will vary depending on the measurement period. Please consult YYY's factsheet for up-to-date performance information.
Benchmark Comparison: YYY aims to track the Bloomberg Municipal Bond 2029 Index, so its performance should closely mirror the index's performance.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
YYY's average trading volume can fluctuate, but it is generally moderate, suggesting reasonable liquidity. Please check the current average trading volume.
Bid-Ask Spread
The bid-ask spread for YYY varies depending on market conditions, but it is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, municipal bond market conditions, and tax policy changes can affect YYY's performance.
Growth Trajectory
YYY's growth trajectory depends on the demand for target maturity municipal bond ETFs and the overall health of the municipal bond market. Changes to strategy and holdings are disclosed in fund documentation.
Moat and Competitive Advantages
Competitive Edge
YYY's competitive advantage lies in SSGA's established reputation and potentially lower expense ratios. Its target maturity structure provides a predictable investment horizon, attractive to investors seeking income and principal repayment at a specific date. SSGA's expertise in fixed income management further supports the fund's credibility. However, smaller AUMs compared to larger competitors might slightly impact liquidity and trading efficiency.
Risk Analysis
Volatility
YYY's volatility is generally low, reflecting the stability of investment-grade municipal bonds.
Market Risk
Market risk includes interest rate risk, credit risk (though primarily investment-grade), and the risk of changes in tax policy affecting municipal bond valuations.
Investor Profile
Ideal Investor Profile
The ideal investor for YYY is a risk-averse investor seeking a predictable stream of tax-exempt income and principal repayment in 2029. This includes individuals planning for retirement or other future expenses.
Market Risk
YYY is suitable for long-term investors seeking a defined maturity date and a focus on tax-exempt income.
Summary
SPDR SSGA My2029 Municipal Bond ETF (YYY) offers a focused approach to investing in investment-grade municipal bonds maturing in 2029. Managed by SSGA, the ETF aims to mirror the Bloomberg Municipal Bond 2029 Index providing predictable tax-exempt income and principal repayment. Its low expense ratio enhances its appeal to long-term, risk-averse investors seeking a defined investment horizon. While its AUM is moderate, its liquidity is typically adequate for most investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data as of a specific point in time will change.
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 My2029 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 2029, which may include bonds with embedded issuer call options falling within that year. The fund 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.