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- Upturn Summary
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Upturn AI Summary
SPDR Barclays Short Term Corporate Bond(SPSB)
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 SPSB
09/28/2026: SPSB (3-star) is currently NOT-A-BUY. Pass it for now.
SPSB provides efficient, low-cost exposure to the U.S. 1-3 year investment-grade corporate bond market, making it a staple for conservative income and capital preservation. Its primary strengths lie in its massive liquidity, ultra-low expense ratio, and stability provided by its short duration. It is best utilized as a defensive fixed-income allocation or a high-quality cash substitute. Investors should monitor corporate credit spreads and Federal Reserve policy as key risks. It is a suitable choice for investors prioritizing liquidity and capital stability over high yield.
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 fund is designed for capital preservation and income rather than aggressive capital appreciation. |
| Momentum investor | Weak fit | Short-term bond ETFs rarely provide the directional momentum sought by technical traders. |
| Value investor | Mixed fit | Value investors may use this for cash management during market uncertainty, but it is not a traditional value instrument. |
| Dividend/Income investor | Strong fit | It provides consistent monthly interest income with lower volatility compared to longer-duration bonds. |
| Low-risk investor | Strong fit | Its short duration and investment-grade mandate make it an excellent choice for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for a low-volatility, income-generating vehicle that serves as a short-term store of value while outperforming cash equivalents.
Suitability
Best for conservative or long-term investors seeking to manage interest rate risk or institutional investors requiring liquid cash-management tools.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Short duration significantly mitigates the impact of interest rate changes on price. |
| Market risk | Medium | Broader credit market downturns can still affect bond pricing regardless of maturity. |
| Concentration | Medium | While diversified across issuers, it is concentrated specifically in the 1-3 year corporate segment. |
| Tracking/expense | Low | The low expense ratio and efficient index tracking minimize leakage. |
| Liquidity | Low | The high trading volume ensures that liquidity risk is minimal for most retail investors. |
| Business/sector quality | Low | Holdings are limited to investment-grade issuers, reducing default risk. |
Risk Analysis
Volatility
SPSB exhibits low historical volatility due to its short duration, making it a stable component in a fixed-income portfolio.
Market Risk
Primary risks include interest rate fluctuations, credit spread widening, and potential liquidity crunches in the corporate bond market.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment Grade Corporate Bonds (1-3 Year Maturity) | 99.5 | This exposure focuses on high-quality debt with short durations, aiming to limit interest rate sensitivity. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Small cash position held for liquidity and operational efficiency. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 13.91% | Avg. Invested days 166 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $10.93B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.04% |
| Distribution Yield | 4.36% |
| Inception | Dec 16, 2009 |
Performance
| Period | Total Return |
|---|---|
| YTD | +0.95% |
| 1 Year | +2.38% |
| 3 Year | +5.08% |
| 5 Year | +2.71% |
| 10 Year | +2.57% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0.9% |
| 3Y Volatility | 1.54% |
| 3Y Sharpe Ratio | 0.39 |
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 | 47.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Ssi Us Gov Money Market Class State Street Inst Us Gov | 3.52% |
| Bank of America 3% | 0.80% |
| JPMorgan Chase &. 1.51% | 0.61% |
| HSBC Holdings 3.95% | 0.59% |
| Charter Communications Operating, LLC/Charter Communications Operating Capi | 0.58% |
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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