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SPDR Barclays Short Term Treasury (SPTS)
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Upturn Advisory Summary
12/05/2025: SPTS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.4% | Avg. Invested days 92 | 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 12/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.25 | 52 Weeks Range 27.69 - 29.29 | Updated Date 06/29/2025 |
52 Weeks Range 27.69 - 29.29 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR Barclays Short Term Treasury
ETF Overview
Overview
The SPDR Barclays Short Term Treasury ETF (BIL) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. 1-3 Year Government Bond Index. It invests primarily in short-term U.S. Treasury securities.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience in managing fixed-income ETFs and a dedicated team of professionals.
Investment Objective
Goal
To track the performance of the Bloomberg Barclays U.S. 1-3 Year Government Bond Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (Bloomberg Barclays U.S. 1-3 Year Government Bond Index).
Composition The ETF holds U.S. Treasury securities with maturities between 1 and 3 years.
Market Position
Market Share: BIL holds a significant market share within the short-term Treasury ETF category.
Total Net Assets (AUM): 30360000000
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- Invesco Treasury Collateral ETF (CLTL)
- Schwab Short-Term U.S. Treasury ETF (SCHO)
Competitive Landscape
The short-term Treasury ETF market is competitive, with BIL and SHY being the dominant players. BIL offers comparable performance to its competitors with minor differences in expense ratios or tracking error. Its advantage lies in its high liquidity and substantial AUM, while a disadvantage could be its expense ratio compared to some cheaper alternatives.
Financial Performance
Historical Performance: Historical performance varies with interest rate changes and the maturity structure of the holdings.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg Barclays U.S. 1-3 Year Government Bond Index.
Expense Ratio: 0.13
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, as evidenced by its consistently high average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Changes in interest rates, inflation expectations, and Federal Reserve policy decisions significantly impact BIL's performance.
Growth Trajectory
Growth trends are influenced by investor demand for safe-haven assets and expectations regarding future interest rate movements; strategy is consistently tracking its benchmark.
Moat and Competitive Advantages
Competitive Edge
BIL's competitive advantage is its size and liquidity, making it a preferred choice for institutional investors and those seeking easy entry and exit. Its low tracking error also contributes, closely mirroring the performance of the benchmark index. A substantial AUM means a high level of stability and reduces concerns about fund closure. Additionally, being an ETF with a long track record inspires confidence among investors.
Risk Analysis
Volatility
BIL exhibits relatively low volatility compared to equity ETFs due to its focus on short-term U.S. Treasury securities.
Market Risk
The primary market risk is interest rate risk; rising interest rates can negatively impact the ETF's value, though short-term maturities mitigate this risk to some extent.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and seeks capital preservation with a modest level of income. Investors looking for a safe haven during economic uncertainty are also suitable.
Market Risk
BIL is best suited for short-term investors, passive index followers, or those seeking to balance a portfolio.
Summary
The SPDR Barclays Short Term Treasury ETF (BIL) offers a low-risk, liquid way to invest in short-term U.S. Treasury securities, tracking the Bloomberg Barclays U.S. 1-3 Year Government Bond Index. Its substantial AUM and narrow bid-ask spread make it appealing to institutional investors and those prioritizing liquidity. Interest rate risk is the primary concern, though it is mitigated by the short-term maturity focus. BIL is ideal for risk-averse investors seeking capital preservation and income.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Short Term Treasury
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests 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 short term (1-3 years) public obligations of the U.S. Treasury.
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