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Upturn AI SWOT - About
SPDR Barclays Long Term Treasury (SPTL)
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Upturn Advisory Summary
09/11/2025: 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 9.05% | Avg. Invested days 51 | 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 09/11/2025 |
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 invests in a market-value weighted index of investment-grade U.S. Treasury bonds with remaining maturities of ten or more years.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest asset managers globally, with a strong reputation and long track record.
Management Expertise
SSGA has extensive expertise in managing ETFs, with a dedicated team focused on fixed-income strategies.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the Bloomberg Barclays Long Treasury Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg Barclays Long Treasury Index, using a passive investment approach.
Composition The ETF holds U.S. Treasury bonds with remaining maturities of ten or more years.
Market Position
Market Share: SPTL has a significant market share in the long-term treasury ETF segment.
Total Net Assets (AUM): 8670000000
Competitors
Key Competitors
- iShares 20+ Year Treasury Bond ETF (TLT)
- Vanguard Long-Term Treasury ETF (VGLT)
Competitive Landscape
The long-term treasury ETF market is dominated by a few major players. SPTL benefits from SSGA's brand recognition and low expense ratio, but it has a smaller AUM than TLT. VGLT offers a similar low-cost option with a higher AUM than SPTL.
Financial Performance
Historical Performance: Historical performance data is available on financial websites; insert the appropriate numerical data.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg Barclays Long Treasury Index, reflecting its passive strategy.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
SPTL has a generally healthy average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth significantly influence SPTL's performance. Changes in monetary policy and geopolitical events can also affect treasury yields.
Growth Trajectory
SPTL's growth trajectory is closely tied to investor sentiment towards long-term interest rates. Increased demand for safe-haven assets can drive inflows into the ETF.
Moat and Competitive Advantages
Competitive Edge
SPTL's competitive advantage lies in its low expense ratio, which makes it an attractive option for cost-conscious investors. The ETF's backing by State Street Global Advisors also provides a level of credibility. SPTL is known for providing focused exposure to the long-term US treasury market. The low expense ratio gives it an edge over higher priced funds when tracking the same index. The accessibility and tradability of the ETF are also pluses.
Risk Analysis
Volatility
SPTL's historical volatility is moderate, reflecting the relatively stable nature of long-term Treasury bonds.
Market Risk
The primary market risk is interest rate risk; rising interest rates can negatively impact the ETF's value. Inflation risk can also erode the real return of the ETF.
Investor Profile
Ideal Investor Profile
The ideal investor profile for SPTL includes risk-averse investors seeking stable income and diversification, as well as those looking to hedge against equity market volatility.
Market Risk
SPTL is best suited for long-term investors seeking a conservative investment option, or active traders looking to profit from interest rate movements.
Summary
The SPDR Portfolio Long Term Treasury ETF (SPTL) provides exposure to long-term U.S. Treasury bonds, seeking to replicate the Bloomberg Barclays Long Treasury Index. With its low expense ratio and backing by SSGA, SPTL is an attractive option for investors looking for a relatively safe investment to include as part of a portfolio. However, it's sensitive to interest rate risk. Investors should be aware of inflation risk that erodes the real value of treasury bonds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investing in ETFs involves risk, including the potential loss of principal. 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.