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Upturn AI SWOT - About
SPDR Portfolio Intermediate Term Treasury (SPTI)
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Upturn Advisory Summary
10/31/2025: SPTI (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 11.07% | Avg. Invested days 101 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 26.89 - 28.86 | Updated Date 06/30/2025 |
52 Weeks Range 26.89 - 28.86 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR Portfolio Intermediate Term Treasury
ETF Overview
Overview
The SPDR Portfolio Intermediate Term Treasury ETF (SPTI) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg US Treasury 3-10 Year Index. It focuses on US Treasury securities with maturities between 3 and 10 years.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience and expertise in managing fixed-income ETFs.
Investment Objective
Goal
To track the Bloomberg US Treasury 3-10 Year Index, providing exposure to intermediate-term U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or a representative sample of the securities in the underlying index.
Composition Primarily composed of U.S. Treasury securities with maturities ranging from 3 to 10 years.
Market Position
Market Share: SPTI holds a significant market share within the intermediate-term Treasury ETF segment.
Total Net Assets (AUM): 6070000000
Competitors
Key Competitors
- IEF
- VGIT
- SCHR
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with IEF holding the largest market share. SPTI's lower expense ratio gives it an advantage. However, it's smaller AUM might result in less liquidity compared to larger competitors. VGIT also benefits from Vanguardu2019s brand loyalty.
Financial Performance
Historical Performance: Historical performance can be represented through time series data not provided here.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg US Treasury 3-10 Year Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF typically exhibits a healthy average trading volume, facilitating ease of trading.
Bid-Ask Spread
SPTI generally has a tight bid-ask spread, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and Federal Reserve policy decisions significantly impact SPTI's performance.
Growth Trajectory
Growth is closely tied to overall market trends and interest rate cycles, with changes reflecting shifts in fixed income sentiment. There have been no strategy or holding changes.
Moat and Competitive Advantages
Competitive Edge
SPTI's competitive advantages stem from its low expense ratio and the backing of State Street Global Advisors. This low cost structure can appeal to cost-conscious investors, providing a slight edge over higher-fee competitors. Its simplicity in tracking the benchmark index ensures consistency and predictability in investment outcomes. However, it doesnu2019t have the first-mover advantage or size advantage of larger competitors.
Risk Analysis
Volatility
SPTI's volatility is generally moderate, reflecting the relatively stable nature of U.S. Treasury securities.
Market Risk
Interest rate risk is the primary concern, as rising rates can negatively impact bond values. Inflation is also a significant risk.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking stable income and diversification within a fixed-income portfolio.
Market Risk
SPTI is best suited for long-term investors and passive index followers seeking exposure to U.S. Treasury bonds.
Summary
The SPDR Portfolio Intermediate Term Treasury ETF (SPTI) is a low-cost way to gain exposure to U.S. Treasury bonds with maturities between 3 and 10 years. It's suitable for risk-averse investors seeking stable income. The ETF's performance is closely tied to interest rate movements. While it offers a competitive expense ratio, it faces competition from larger ETFs with greater liquidity. SPTI's success depends on maintaining low costs and tracking the benchmark index effectively.
Similar ETFs
Sources and Disclaimers
Data Sources:
- SSGA Website
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary.
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 Portfolio Intermediate Term Treasury
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 intermediate term (3-10 years) public obligations of the U.S. Treasury.
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.