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Upturn AI SWOT - About
SPDR Portfolio Intermediate Term Treasury (SPTI)
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Upturn Advisory Summary
09/16/2025: 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 11.08% | Avg. Invested days 93 | 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 09/16/2025 |
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 U.S. Treasury 3-10 Year Index. It focuses on U.S. Treasury bonds with maturities between 3 and 10 years, offering exposure to a specific segment of the U.S. government bond market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long history in the ETF market.
Management Expertise
SSGA has significant experience in managing fixed income ETFs and employs a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
Seeks to track the Bloomberg U.S. Treasury 3-10 Year Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Bloomberg U.S. Treasury 3-10 Year Index.
Composition Primarily holds U.S. Treasury bonds with maturities between 3 and 10 years.
Market Position
Market Share: SPTI holds a moderate market share within the intermediate-term Treasury ETF category.
Total Net Assets (AUM): 4060000000
Competitors
Key Competitors
- VGIT
- IEF
- SCHR
Competitive Landscape
The intermediate-term Treasury ETF market is competitive, with several large players. SPTI offers a low-cost option, but its market share is smaller compared to larger competitors like IEF and VGIT. SPTI's expense ratio is competitive, giving it a slight edge.
Financial Performance
Historical Performance: Historical performance data is best obtained from financial data providers, and varies. Refer to official sources for current data.
Benchmark Comparison: The ETF's performance should closely track its benchmark, the Bloomberg U.S. Treasury 3-10 Year Index. Deviations indicate tracking error.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
The ETF exhibits adequate liquidity, with average daily trading volume typically in the hundreds of thousands of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, usually a few cents, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate changes, inflation expectations, and economic growth impact the yield and price of intermediate-term Treasury bonds.
Growth Trajectory
Growth depends on investor demand for intermediate-term Treasury exposure and the ETF's ability to maintain competitive expense ratios and track its benchmark effectively.
Moat and Competitive Advantages
Competitive Edge
SPTI's competitive advantage lies in its very low expense ratio, making it an attractive option for cost-conscious investors seeking exposure to intermediate-term U.S. Treasuries. Its straightforward tracking of the Bloomberg U.S. Treasury 3-10 Year Index ensures consistent performance relative to its benchmark. The fund benefits from the backing of State Street Global Advisors, a reputable and experienced ETF provider. However, it has lower AUM compared to some competitors, which can marginally impact liquidity and trading volume.
Risk Analysis
Volatility
Intermediate-term Treasury bonds generally exhibit moderate volatility compared to equities or long-term bonds.
Market Risk
The primary risk is interest rate risk; rising interest rates can cause bond prices, and thus the ETF's value, to decline. Credit risk is minimal since it holds U.S. Treasury bonds.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking stable income, diversification within a fixed income portfolio, or a hedge against equity market volatility.
Market Risk
Best for long-term investors and passive index followers seeking exposure to U.S. Treasury bonds with intermediate maturities.
Summary
SPDR Portfolio Intermediate Term Treasury ETF (SPTI) is a low-cost fund providing exposure to U.S. Treasury bonds with maturities between 3 and 10 years. It efficiently tracks its benchmark, offering stable income and diversification benefits. Interest rate risk is the primary concern, as rising rates can negatively impact its value. It is suitable for long-term investors seeking a low-cost option for intermediate-term Treasury exposure and diversification within a portfolio. The ETF benefits from SSGA's management but faces competition from larger funds like VGIT and IEF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) official website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is subject to change.
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.