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- Upturn Summary
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Upturn AI Summary
SPDR Portfolio Intermediate Term Treasury(SPTI)
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 SPTI
10/07/2026: SPTI (3-star) is currently NOT-A-BUY. Pass it for now.
SPTI provides low-cost, liquid exposure to intermediate-term US Treasury bonds by tracking the Bloomberg Intermediate US Treasury Index. Its main strengths include a rock-bottom expense ratio, high institutional quality, and reliability as a safe-haven asset. It serves as a primary tool for income generation and portfolio stabilization. Key risks involve sensitivity to rising interest rates and inflation, which can depress bond prices. It is best suited for conservative, income-oriented, and long-term investors seeking to manage portfolio risk.
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 does not provide capital appreciation typical of growth-oriented equity investments. |
| Momentum investor | Mixed fit | Strong fit only during periods of flight-to-safety or when interest rate trends favor fixed-income, pending positive signal. |
| Value investor | Weak fit | This is a fixed-income instrument, not a valuation-based equity play. |
| Dividend/Income investor | Strong fit | The fund provides consistent, low-risk income through interest payments from US Treasury securities. |
| Low-risk investor | Strong fit | US Treasuries are considered among the safest assets, offering stability for conservative portfolios. |
Investor Profile
Ideal Investor Profile
Conservative investors, income-focused individuals, and those looking for a low-risk ballast for an equity-heavy portfolio.
Suitability
Best for long-term investors seeking income and stability, or for institutional cash management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Intermediate-term bonds fluctuate in price as market interest rates change. |
| Market risk | Medium | Broad economic shifts and changes in Federal Reserve policy impact bond prices. |
| Concentration | Low | The portfolio is diversified across various Treasury notes within the intermediate duration bucket. |
| Tracking/expense | Low / none | The fund has a very low expense ratio and tracks its benchmark very closely. |
| Liquidity | Low | Treasuries are among the most liquid assets globally, resulting in minimal liquidity risk for the fund. |
| Business/sector quality | Low / none | Backed by the full faith and credit of the US government, default risk is essentially nonexistent. |
Risk Analysis
Volatility
SPTI has moderate volatility, primarily linked to changes in the prevailing interest rate environment.
Market Risk
The fund faces market risk through its sensitivity to interest rate fluctuations, which affect the market value of the underlying bonds.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Notes (1-10 Years) | 99.5 | Provides exposure to the safest debt securities in the world with moderate interest rate sensitivity. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minimal cash held for operational liquidity and trade settlement purposes. |
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 11.39% | Avg. Invested days 122 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/07/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $10.42B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.03% |
| Distribution Yield | 4.02% |
| Inception | May 23, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | -2.90% |
| 1 Year | -2.21% |
| 3 Year | +3.69% |
| 5 Year | -0.49% |
| 10 Year | +1.01% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 3.68% |
| 3Y Volatility | 4.66% |
| 3Y Sharpe Ratio | -0.21 |
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 | 19.0% |
Top Holdings
| Holding | Weight |
|---|---|
| United States Treasury Notes 1.62% | 2.50% |
| United States Treasury Notes 1.12% | 2.46% |
| United States Treasury Notes 0.88% | 2.42% |
| United States Treasury Notes 1.25% | 2.25% |
| United States Treasury Notes 1.375% | 2.15% |
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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