Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
SPDR Barclays Long Term Corporate Bond (SPLB)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/31/2025: SPLB (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 -3.23% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.04 | 52 Weeks Range 20.82 - 23.59 | Updated Date 06/29/2025 |
52 Weeks Range 20.82 - 23.59 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Barclays Long Term Corporate Bond
ETF Overview
Overview
The SPDR Portfolio Long Term Corporate Bond ETF (SPLB) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg U.S. Long Term Corporate Bond Index. It primarily invests in U.S. dollar-denominated investment-grade corporate bonds with maturities greater than 10 years.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing fixed-income ETFs, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
The ETF aims to track the performance of the Bloomberg U.S. Long Term Corporate Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the index's holdings and weightings.
Composition The ETF holds a portfolio of long-term, investment-grade U.S. corporate bonds.
Market Position
Market Share: SPLB holds a moderate market share within the long-term corporate bond ETF sector.
Total Net Assets (AUM): 2854900000
Competitors
Key Competitors
- VCLT
- IGLB
- LWC
Competitive Landscape
The long-term corporate bond ETF market is moderately competitive. SPLB offers a cost-effective way to gain exposure to long-term corporate bonds, but faces competition from larger, more established ETFs like VCLT and IGLB, which have higher AUM and liquidity. A potential disadvantage for SPLB is lower trading volume compared to VCLT or IGLB.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers and should be reviewed prior to investing. Actual performance depends on market conditions.
Benchmark Comparison: The ETF's performance should closely track the Bloomberg U.S. Long Term Corporate Bond Index, with minor deviations due to fees and expenses.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with an average daily trading volume that facilitates relatively easy buying and selling for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and providing relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic conditions significantly impact the ETF's performance.
Growth Trajectory
Growth is dependent on investor demand for long-term corporate bond exposure and overall market trends.
Moat and Competitive Advantages
Competitive Edge
SPLB benefits from its low expense ratio, making it an attractive option for cost-conscious investors seeking exposure to long-term corporate bonds. SSGA's established reputation further enhances its appeal. SPLB's strategy of passively tracking a well-known index is simple and transparent. However, it doesn't possess a unique strategy or niche focus that clearly differentiates it from larger competitors.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate sensitivity and credit risk associated with corporate bonds.
Market Risk
The ETF is susceptible to interest rate risk (duration risk) and credit risk, impacting bond prices and yields.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking stable income and capital appreciation from investment-grade corporate bonds and is willing to accept moderate interest rate and credit risk.
Market Risk
This ETF is suitable for long-term investors and passive index followers looking for diversified exposure to the long-term corporate bond market.
Summary
The SPDR Portfolio Long Term Corporate Bond ETF (SPLB) provides investors with a cost-effective means of accessing the long-term investment-grade U.S. corporate bond market. The ETF's passive investment strategy aims to replicate the Bloomberg U.S. Long Term Corporate Bond Index. Investors should be aware of potential risks such as interest rate sensitivity and credit risk. With a low expense ratio and the backing of a large asset manager, SPLB can be a compelling choice for some investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- Bloomberg
- Morningstar
- Yahoo Finance
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investments in ETFs are subject to risk, including the possible loss of principal.
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 Long Term 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 U.S. corporate bonds that have a maturity of greater than or equal to 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.