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Upturn AI SWOT - About
SPDR Portfolio Corporate Bond (SPBO)
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Upturn Advisory Summary
10/24/2025: SPBO (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 8.66% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 27.18 - 29.16 | Updated Date 06/30/2025 |
52 Weeks Range 27.18 - 29.16 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR Portfolio Corporate Bond
ETF Overview
Overview
The SPDR Portfolio Corporate Bond ETF (SPBO) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the ICE BofA US Corporate Index. The fund focuses on investment-grade U.S. dollar-denominated corporate bonds. It offers broad exposure to the corporate bond market with a low expense ratio.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established asset manager with a long track record of providing ETF products.
Management Expertise
SSGA has a dedicated fixed income team with considerable experience in managing bond portfolios.
Investment Objective
Goal
To track the investment results of the ICE BofA US Corporate Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the composition and performance of the underlying index.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade corporate bonds.
Market Position
Market Share: SPBO has a moderate market share within the corporate bond ETF category.
Total Net Assets (AUM): 1070000000
Competitors
Key Competitors
- LQD
- VCIT
- IGIB
Competitive Landscape
The corporate bond ETF market is dominated by a few large players like LQD. SPBO competes on the basis of low cost and broad market exposure. Its advantage is its low expense ratio compared to some competitors; the disadvantage is lower AUM and trading volume compared to larger funds.
Financial Performance
Historical Performance: Historical performance data is not provided in this context. Please look at YTD return, 1 year return, 3 year return, and 5 year return.
Benchmark Comparison: The ETF's performance should closely track the ICE BofA US Corporate Index. Any deviation would be due to tracking error and fund expenses.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting reasonable trading efficiency and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and overall market sentiment influence the performance of SPBO.
Growth Trajectory
Growth depends on increased investor interest in corporate bond ETFs and the continued demand for fixed income exposure.
Moat and Competitive Advantages
Competitive Edge
SPBO offers a low-cost way to access the broad U.S. corporate bond market. Its competitive edge lies in its expense ratio, making it an attractive option for cost-conscious investors seeking diversified corporate bond exposure. The ETF's straightforward index-tracking strategy provides transparency. However, it lacks any unique or proprietary investment approach compared to its competitors.
Risk Analysis
Volatility
Volatility is linked to interest rate sensitivity and credit risk within the corporate bond market.
Market Risk
The primary market risks include interest rate risk, credit risk (default risk), and liquidity risk, reflecting potential declines in bond values from rising rates or issuer downgrades.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking broad exposure to investment-grade corporate bonds for income generation or diversification purposes.
Market Risk
SPBO is best for long-term investors and passive index followers who want a low-cost and diversified corporate bond portfolio.
Summary
SPDR Portfolio Corporate Bond ETF (SPBO) provides low-cost access to the broad investment-grade U.S. corporate bond market by tracking the ICE BofA US Corporate Index. It is managed by State Street Global Advisors, a reputable ETF issuer, and offers a passive investment approach. While it has a lower expense ratio compared to some competitors, it has a smaller market share and lower AUM compared to larger corporate bond ETFs. SPBO is suitable for long-term investors seeking diversified fixed income exposure at a low cost.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and fund performance are subject to 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 Portfolio Corporate Bond
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and 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 the investment grade corporate bond market.
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.