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Upturn AI SWOT - About
SPDR Barclays Intermediate Term Corporate Bond (SPIB)
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Upturn Advisory Summary
07/09/2025: SPIB (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.36% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/09/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 31.12 - 33.55 | Updated Date 06/29/2025 |
52 Weeks Range 31.12 - 33.55 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Barclays Intermediate Term Corporate Bond
ETF Overview
Overview
The SPDR Barclays Intermediate Term Corporate Bond ETF (ITR) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. 3-10 Year Corporate Bond Index. It focuses on intermediate-term, investment-grade corporate bonds.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has extensive experience managing fixed-income ETFs and a dedicated team of portfolio managers.
Investment Objective
Goal
To closely track the investment results of the Barclays U.S. 3-10 Year Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the underlying index.
Composition The ETF holds a diversified portfolio of investment-grade U.S. corporate bonds with maturities between 3 and 10 years.
Market Position
Market Share: ITR has a moderate market share within the intermediate-term corporate bond ETF segment.
Total Net Assets (AUM): 284645681.76
Competitors
Key Competitors
- VCIT
- LQD
- IGIB
- SCHI
Competitive Landscape
The intermediate-term corporate bond ETF market is competitive, with several large players. ITR competes on the basis of its expense ratio and tracking accuracy. VCIT and LQD are larger and have higher trading volume, while IGIB and SCHI represent lower cost alternatives.
Financial Performance
Historical Performance: Historical performance depends on prevailing interest rates and credit spreads. Data not available for direct numerical output.
Benchmark Comparison: The ETF's performance closely tracks the Barclays U.S. 3-10 Year Corporate Bond Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
ITR has moderate trading volume, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and economic growth expectations significantly impact ITR. Demand for corporate bonds can also influence the ETF.
Growth Trajectory
Growth depends on investor demand for intermediate-term corporate bond exposure. ITR's strategy and holdings have remained consistent.
Moat and Competitive Advantages
Competitive Edge
ITR's competitive advantage lies in its low expense ratio and accurate tracking of the Barclays U.S. 3-10 Year Corporate Bond Index. SSGA's established reputation and strong brand recognition also contribute. The ETF's focus on intermediate-term bonds provides targeted exposure. This makes it a suitable choice for investors seeking specific duration characteristics. However, lack of product differentiation is a disadvantage.
Risk Analysis
Volatility
Volatility is moderate, driven by interest rate sensitivity and credit spread fluctuations.
Market Risk
The primary risks are interest rate risk (rising rates can decrease bond values) and credit risk (downgrades or defaults can impact bond values).
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking stable income and moderate capital appreciation with a focus on intermediate-term bonds.
Market Risk
ITR is best suited for long-term investors seeking diversification and a relatively stable income stream.
Summary
SPDR Barclays Intermediate Term Corporate Bond ETF (ITR) offers exposure to investment-grade US corporate bonds with maturities of 3-10 years. Managed by SSGA, it tracks the Barclays U.S. 3-10 Year Corporate Bond Index with low expense. Interest rate and credit risk are primary factors to consider. It is suitable for risk-averse investors seeking a stable income and moderate capital appreciation with a focus on intermediate-term bonds as part of a diversified portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market data is 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 Barclays Intermediate Term Corporate Bond
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund 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 U.S. corporate bonds that have a maturity of greater than or equal to 1 year and less than 10 years.
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.