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Upturn AI SWOT - About
SPDR Barclays Long Term Treasury (SPTL)
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Upturn Advisory Summary
07/29/2025: 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 4.81% | Avg. Invested days 45 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/29/2025 |
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 U.S. Treasury Index. It invests in U.S. Treasury bonds with remaining maturities of 10 years or more, offering exposure to the long-term U.S. government bond market. Asset allocation is primarily to long-term US Treasury Bonds. The investment strategy is passive index tracking.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF industry.
Management Expertise
SSGA has extensive experience in managing fixed-income ETFs, with a dedicated team of professionals focused on index replication and portfolio management.
Investment Objective
Goal
To track the Bloomberg Barclays Long U.S. Treasury Index, providing investors with exposure to long-term U.S. Treasury bonds.
Investment Approach and Strategy
Strategy: SPTL aims to track the Bloomberg Barclays Long U.S. Treasury Index.
Composition The ETF holds primarily U.S. Treasury bonds with remaining maturities of 10 years or more.
Market Position
Market Share: SPTL has a significant market share within the long-term Treasury ETF segment.
Total Net Assets (AUM): 8850000000
Competitors
Key Competitors
- TLT
- VGLT
- EDV
Competitive Landscape
The long-term Treasury ETF market is competitive, with TLT being the dominant player. SPTL offers a cost-effective alternative with similar exposure, while VGLT provides a broader market coverage. EDV focuses on ultra-long-term treasuries, offering higher duration and volatility.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Investors should review SPTL's performance over various time periods to understand its historical returns and volatility.
Benchmark Comparison: SPTL's performance should closely track the Bloomberg Barclays Long U.S. Treasury Index. Deviations may occur due to tracking error and fund expenses.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SPTL generally has good liquidity, with a healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread for SPTL is typically tight, reflecting its liquid nature.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and economic growth all impact SPTL's performance. Rising interest rates generally lead to lower bond prices, while falling rates can increase bond values.
Growth Trajectory
SPTL's growth is largely driven by investor demand for long-term Treasury exposure, which is influenced by macroeconomic conditions and risk sentiment. There have been no recent significant changes to its strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
SPTL's low expense ratio of 0.03% provides a competitive advantage. Its passive index-tracking strategy ensures consistent exposure to the long-term U.S. Treasury market. State Street's reputation and expertise further bolster its appeal. SPTL's high liquidity and tight bid-ask spreads contribute to its attractiveness. The ETF offers precise and cost-effective exposure to the specified index with a trusted issuer.
Risk Analysis
Volatility
SPTL exhibits moderate volatility, primarily driven by interest rate sensitivity. Long-term Treasury bonds are more sensitive to interest rate changes than short-term bonds.
Market Risk
SPTL is subject to market risk, particularly interest rate risk. Rising interest rates can negatively impact bond values, leading to potential losses for investors.
Investor Profile
Ideal Investor Profile
SPTL is suitable for investors seeking exposure to long-term U.S. Treasury bonds for diversification, income, or hedging purposes.
Market Risk
SPTL is best suited for long-term investors and passive index followers who understand the risks associated with interest rate sensitivity.
Summary
The SPDR Portfolio Long Term Treasury ETF (SPTL) offers cost-effective exposure to long-term U.S. Treasury bonds, tracking the Bloomberg Barclays Long U.S. Treasury Index. Managed by State Street Global Advisors, SPTL provides a liquid and accessible way to invest in the long end of the Treasury yield curve. The ETF is subject to interest rate risk and is best suited for long-term investors seeking diversification and potential income. Its low expense ratio and passive management style make it an attractive option for index-tracking strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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.