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Upturn AI SWOT - About
SPDR Barclays Long Term Treasury (SPTL)
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Upturn Advisory Summary
10/30/2025: SPTL (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 9.65% | Avg. Invested days 58 | 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 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.05 | 52 Weeks Range 25.01 - 29.07 | Updated Date 06/29/2025 |
52 Weeks Range 25.01 - 29.07 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Barclays Long Term Treasury
ETF Overview
Overview
The SPDR Portfolio Long Term Treasury ETF (SPTL) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays Long Treasury Index. It focuses on long-term U.S. Treasury bonds, providing exposure to a specific segment of the fixed income market. The ETF aims to replicate the index by holding a portfolio of long-term Treasury securities.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest and most reputable ETF providers globally.
Management Expertise
SSGA has extensive experience in managing fixed income ETFs and a well-established team of investment professionals.
Investment Objective
Goal
To track the performance of the Bloomberg Barclays Long Treasury Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Bloomberg Barclays Long Treasury Index by investing in U.S. Treasury bonds with maturities of 10 years or more.
Composition The ETF primarily holds U.S. Treasury bonds.
Market Position
Market Share: SPTL's market share is significant within the long-term Treasury ETF category.
Total Net Assets (AUM): 11680000000
Competitors
Key Competitors
- TLT
- VGLT
- EDV
Competitive Landscape
The long-term Treasury ETF market is dominated by a few key players. SPTL benefits from SSGA's established reputation and low expense ratio. Competitors like TLT may have higher trading volumes. SPTL's advantage is the low expense ratio while disadvantages are slightly less trading volume compared to the biggest competitor.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be sourced from financial data providers by comparing SPTL performance to the Bloomberg Barclays Long Treasury Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SPTL has adequate liquidity, ensuring ease of buying and selling shares.
Bid-Ask Spread
SPTL's bid-ask spread is typically tight, indicating lower trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and economic growth influence SPTL's performance.
Growth Trajectory
SPTL's growth is correlated with the demand for long-term Treasury bonds and investor sentiment towards fixed income assets.
Moat and Competitive Advantages
Competitive Edge
SPTL benefits from SSGA's brand recognition and low expense ratio, making it an attractive option for investors seeking exposure to long-term Treasury bonds. The ETF's narrow focus on long-term Treasuries provides targeted exposure. Its large AUM and tight bid-ask spread enhance its liquidity and accessibility. The ETF offers a cost-effective way to implement strategic allocations and hedging strategies. The simplicity of its investment strategy makes it easy for investors to understand.
Risk Analysis
Volatility
SPTL's volatility is closely tied to interest rate fluctuations; generally, it's more volatile than short-term bond funds.
Market Risk
SPTL is exposed to interest rate risk, where rising rates can lead to a decline in bond values.
Investor Profile
Ideal Investor Profile
SPTL is suitable for investors seeking income, portfolio diversification, or a hedge against deflationary periods. It appeals to those with a long-term investment horizon and a moderate risk tolerance.
Market Risk
SPTL is best suited for long-term investors and those seeking to implement strategic fixed income allocations.
Summary
SPDR Portfolio Long Term Treasury ETF (SPTL) offers exposure to long-term U.S. Treasury bonds with a low expense ratio managed by SSGA. Its performance is tied closely to interest rate movements, making it ideal for investors seeking income or portfolio diversification. SPTL's competitive edge lies in its simplicity and low cost, providing a reliable way to access the long-term Treasury market. Interest rate risk is a crucial consideration for investors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- Yahoo Finance
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 Barclays Long 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 public obligations of the U.S. Treasury that have a remaining maturity of 10 years or more.
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.