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Upturn AI Summary
SPDR Barclays Intermediate Term Corporate Bond(SPIB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPIB
09/24/2026: SPIB (3-star) is currently NOT-A-BUY. Pass it for now.
SPIB provides efficient, low-cost exposure to the U.S. investment-grade, intermediate-term corporate bond market, making it an excellent core holding for income-focused investors. Its primary strengths are its low expense ratio, high institutional liquidity, and the backing of a reputable issuer, which together ensure tight tracking of the Bloomberg index. It serves as an effective tool for balancing a portfolio, offering more yield than government bonds with moderate credit risk. However, investors must monitor interest rate trajectories and credit spreads, as both can negatively impact price performance. It is best suited for long-term investors prioritizing income stability over high-growth potential.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This ETF is designed for capital preservation and income rather than high-growth equity-like returns. |
| Momentum investor | Weak fit | Bond ETFs are generally less suited for momentum strategies unless specific interest rate trend signals are positive. |
| Value investor | Mixed fit | Income-focused investors may find value in the current yield, but it does not fit traditional equity value definitions. |
| Dividend/Income investor | Strong fit | The fund provides consistent monthly income distributions derived from investment-grade corporate debt. |
| Low-risk investor | Strong fit | It offers lower volatility compared to equity markets, though it remains subject to interest rate and credit risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative to moderate-risk individual or institution seeking steady monthly income with a medium-term time horizon.
Suitability
SPIB is best suited for long-term passive investors who want a core fixed-income holding in their portfolio rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | While less volatile than stocks, the fund's price will fluctuate based on changes in interest rates and market credit spreads. |
| Market risk | Medium | General market downturns can widen credit spreads, negatively impacting the price of corporate bonds. |
| Concentration | Low | The fund holds a diverse range of corporate issuers, mitigating the impact of any single issuer's default. |
| Tracking/expense | Low | The low expense ratio and passive strategy result in minimal deviation from the underlying index. |
| Liquidity | Low | The high volume of trading and underlying asset liquidity ensures that transaction costs remain low for most investors. |
| Business/sector quality | Low | The fund focuses on investment-grade debt, which implies a high degree of issuer financial stability. |
Risk Analysis
Volatility
SPIB maintains moderate volatility characteristic of investment-grade corporate bonds, primarily driven by interest rate movements.
Market Risk
The fund is sensitive to credit spread volatility and systemic interest rate changes affecting the corporate bond market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment Grade Corporate Bonds (1-10 Years) | 99 | This provides core exposure to medium-term corporate debt, balancing yield potential with moderate interest rate sensitivity. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small cash position is held for liquidity and to manage daily fund flows. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 13.42% | Avg. Invested days 90 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/24/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 24, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $11.23B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.04% |
| Distribution Yield | 4.5% |
| Inception | Feb 10, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | -0.38% |
| 1 Year | +0.67% |
| 3 Year | +5.80% |
| 5 Year | +1.43% |
| 10 Year | +2.60% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 2.23% |
| 3Y Volatility | 3.94% |
| 3Y Sharpe Ratio | 0.26 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 26.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Wells Fargo & 4.54% | 0.20% |
| Bank of America 3% | 0.18% |
| Morgan Stanley 0.56% | 0.17% |
| T-Mobile USA. 3.88% | 0.17% |
| T-Mobile USA. 3.875% | 0.16% |
Upturn AI Summary
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.
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