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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
11/13/2026: SPTI (3-star) is a REGULAR-BUY. BUY for 11 days. Simulated Profits (-1.08%). Updated daily EoD!
SPTI provides low-cost exposure to US Treasury bonds with intermediate-term maturities, making it an efficient tool for capital preservation and income. Its strengths include a rock-bottom expense ratio, massive liquidity, and the high credit quality of the US government. It serves as a core defensive holding in a diversified portfolio, primarily used to mitigate equity risk. However, investors must be aware of interest rate risk, where rising rates will negatively impact the fund's price. It is best suited for conservative investors or those seeking a stable hedge against market volatility.
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 the capital appreciation potential typically sought by growth investors. |
| Momentum investor | Weak fit | Bond ETFs rarely provide the strong price momentum required by this style, except during specific rate-cutting cycles. |
| Value investor | Weak fit | Fixed income does not provide the valuation-based equity upside potential favored by value investors. |
| Dividend/Income investor | Strong fit | It provides reliable, regular interest income backed by the safety of the US government. |
| Low-risk investor | Strong fit | Intermediate Treasuries are considered low-risk assets, making them ideal for capital preservation. |
Investor Profile
Ideal Investor Profile
Conservative or moderate investors seeking a low-risk way to earn yield and preserve capital.
Suitability
Best suited for long-term investors or those looking to add a stable 'anchor' to their broader investment portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Intermediate bonds experience moderate price fluctuations based on interest rate shifts. |
| Market risk | Medium | Changes in interest rates are the primary driver of price risk for this fund. |
| Concentration | Low | The fund is highly diversified across various Treasury notes within its maturity range. |
| Tracking/expense | Low | The extremely low expense ratio and efficient index sampling minimize tracking error. |
| Liquidity | Low | High trading volumes ensure that liquidity is rarely a significant issue for investors. |
| Business/sector quality | Low / none | US Treasury securities have negligible credit risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund exhibits moderate volatility typical of the intermediate portion of the Treasury curve.
Market Risk
Primary risk is interest rate risk; bond prices move inversely to changes in yields.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Notes (1-10 Year Maturity) | 99.5 | This exposure provides direct, high-credit-quality access to the intermediate portion of the US yield curve. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for liquidity and fund operations. |
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 10.1% | Avg. Invested days 100 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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