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Upturn AI SWOT - About
SPDR Barclays Intermediate Term Corporate Bond (SPIB)
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Upturn Advisory Summary
08/29/2025: 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 9.12% | Avg. Invested days 57 | 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 08/29/2025 |
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 correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Intermediate Corporate Bond Index. It focuses on investment-grade U.S. corporate bonds with maturities between 1 and 10 years.
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 expertise in fixed-income investing and ETF management, providing confidence in the fund's management.
Investment Objective
Goal
The investment objective of ITR is to closely match the returns of the Bloomberg Barclays U.S. Intermediate Corporate Bond Index.
Investment Approach and Strategy
Strategy: ITR 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 1 and 10 years.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 130430000
Competitors
Key Competitors
- VCIT
- LQD
- IGIB
Competitive Landscape
The intermediate-term corporate bond ETF market is competitive, with ITR facing competition from larger and more liquid ETFs. ITR's advantage lies in its specific focus on intermediate-term bonds. Disadvantages include lower AUM and trading volume compared to competitors.
Financial Performance
Historical Performance: Historical performance data needs to be pulled from financial data providers.
Benchmark Comparison: The ETF's performance should closely track the Bloomberg Barclays U.S. Intermediate Corporate Bond Index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
ITR's average trading volume is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically small, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads all impact the performance of ITR.
Growth Trajectory
Growth depends on investor demand for intermediate-term corporate bond exposure and overall market conditions.There has been no recent strategy change.
Moat and Competitive Advantages
Competitive Edge
ITR's competitive edge lies in its simple and low-cost access to a diversified portfolio of intermediate-term U.S. corporate bonds. The expense ratio is low. The issuer also offers high experience managing similar ETF instruments. Its straightforward approach is appealing to investors seeking this specific duration segment.
Risk Analysis
Volatility
ITR's volatility is moderate, reflecting the relative stability of investment-grade corporate bonds.
Market Risk
ITR is subject to interest rate risk (rising rates can decrease bond values) and credit risk (the risk of issuer default).
Investor Profile
Ideal Investor Profile
ITR is suitable for investors seeking a stable income stream, diversification, and moderate risk within their fixed-income portfolio.
Market Risk
ITR is best for long-term investors and passive index followers seeking core bond exposure.
Summary
The SPDR Barclays Intermediate Term Corporate Bond ETF provides a low-cost way to invest in a diversified portfolio of intermediate-term, investment-grade U.S. corporate bonds. Its performance closely tracks its benchmark index. ITR is best suited for investors seeking moderate income and diversification within a stable risk investment. The fund may underperform in a rapidly rising interest rate environment. However, its straightforward approach makes it a convenient option for achieving targeted fixed-income exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- Bloomberg
- ETFdb.com
- Simulated data
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is an estimate and may vary. The AI-based rating is generated based on available information and should not be the sole basis for investment decisions. Consult with a qualified financial advisor before making any investment decisions.
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.