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SPTS
Upturn stock rating

SPDR Barclays Short Term Treasury (SPTS)

Upturn stock rating
$29.39
Last Close (24-hour delay)
Profit since last BUY2.37%
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BUY since 99 days
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Upturn Advisory Summary

10/22/2025: SPTS (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 8.74%
Avg. Invested days 87
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/22/2025

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

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SPDR Barclays Short Term Treasury

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ETF Overview

overview logo 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 1-3 Year U.S. Treasury Index. It invests in a diversified portfolio of short-term U.S. Treasury securities.

reliability logo Reputation and Reliability

State Street Global Advisors (SSGA) is a reputable and reliable ETF issuer with a long track record of managing various investment products.

reliability logo Management Expertise

SSGA has extensive experience in managing fixed income ETFs, with a dedicated team of professionals overseeing the investment strategy and portfolio management.

Investment Objective

overview logo Goal

The ETF aims to track the performance of the Bloomberg Barclays 1-3 Year U.S. Treasury Index, providing exposure to short-term U.S. Treasury bonds.

Investment Approach and Strategy

Strategy: The ETF employs a passive investment strategy, seeking to replicate the index's composition and weighting.

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 segment.

Total Net Assets (AUM): 27450000000

Competitors

overview logo Key Competitors

  • iShares 1-3 Year Treasury Bond ETF (SHY)
  • Vanguard Short-Term Treasury ETF (VGSH)

Competitive Landscape

The short-term Treasury ETF market is competitive, with several large players. BIL distinguishes itself through its large AUM and high liquidity, offering investors efficient access to short-term Treasury bonds. Its expense ratio is comparable to competitors which gives no real advantage or disadvantage to the product compared to its competition.

Financial Performance

Historical Performance: Historical performance data is available from the fund's inception. Past performance is not indicative of future results.

Benchmark Comparison: The ETF's performance closely tracks the Bloomberg Barclays 1-3 Year U.S. Treasury Index.

Expense Ratio: 0.135

Liquidity

Average Trading Volume

BIL exhibits high liquidity, with a substantial average daily trading volume.

Bid-Ask Spread

The bid-ask spread is typically tight, reflecting the ETF's liquidity and the underlying market for U.S. Treasury securities.

Market Dynamics

Market Environment Factors

Interest rate movements, Federal Reserve policy, and overall economic conditions influence BIL's performance.

Growth Trajectory

BIL's growth is tied to investor demand for short-term, low-risk fixed income investments.

Moat and Competitive Advantages

Competitive Edge

BIL benefits from SSGA's established brand and large AUM, providing economies of scale and high liquidity. The ETF's focus on short-term U.S. Treasuries offers a low-risk investment option for investors seeking capital preservation. Furthermore, the ETF's adherence to a well-defined index ensures transparency and predictability. This combination of factors contributes to BIL's competitive position in the short-term fixed income market.

Risk Analysis

Volatility

BIL exhibits low volatility due to its focus on short-term U.S. Treasury securities.

Market Risk

BIL is subject to interest rate risk, as rising interest rates can negatively impact bond prices.

Investor Profile

Ideal Investor Profile

BIL is suitable for risk-averse investors seeking capital preservation, income, or a safe haven during times of market uncertainty.

Market Risk

BIL is well-suited for long-term investors, active traders, and passive index followers seeking exposure to short-term U.S. Treasury bonds.

Summary

SPDR Barclays Short Term Treasury ETF (BIL) offers investors exposure to short-term U.S. Treasury securities, providing a low-risk investment option. The ETF's large AUM and high liquidity make it an efficient vehicle for accessing this asset class. While subject to interest rate risk, BIL serves as a valuable tool for capital preservation and portfolio diversification. Managed by SSGA, a reputable issuer, BIL aims to track the Bloomberg Barclays 1-3 Year U.S. Treasury Index. Its expense ratio is 0.135.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • State Street Global Advisors Website
  • Bloomberg
  • ETF.com

Disclaimers:

The data and analysis provided are for informational purposes only and do not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.