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- Fund Details
SPDR Barclays Short Term Treasury(SPTS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPTS
09/17/2026: SPTS (3-star) is a SELL. SELL for 4 days. Simulated Profits (-0.03%). Updated daily EoD!
SPTS provides low-risk exposure to U.S. Treasury securities maturing within one to three years, making it an effective vehicle for capital preservation and stable income. Backed by the issuer's strong reputation, the fund offers high liquidity and a low expense ratio, which are vital for retail and institutional investors alike. While it lacks the growth potential of riskier asset classes, its primary role is as a defensive component within a diversified portfolio to offset volatility. The key risks involve interest rate changes and inflation, necessitating that investors monitor central bank policies. It is best suited for conservative investors who prioritize safety over high total returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for capital preservation rather than capital appreciation. |
| Momentum investor | Weak fit | Short-term Treasuries generally lack the price momentum associated with high-growth equities. |
| Value investor | Mixed fit | Investors may hold this as a value-based cash equivalent while waiting for market opportunities. |
| Dividend/Income investor | Strong fit | It provides a steady, reliable stream of income backed by the U.S. government. |
| Low-risk investor | Strong fit | The minimal interest rate and credit risk make this highly suitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is conservative, seeking capital preservation, liquidity, and a stable income stream, or looking to park excess cash securely.
Suitability
SPTS is best for passive index followers and long-term investors seeking to manage portfolio risk, rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The short duration of holdings significantly dampens price fluctuations. |
| Market risk | Low | The primary risk is interest rate fluctuations, which are mitigated by the short maturity profile. |
| Concentration | Medium | The fund is concentrated in one asset class (U.S. Treasuries), which is inherently stable. |
| Tracking/expense | Low | The fund is passively managed and maintains a very low expense ratio. |
| Liquidity | Low | High trading volumes ensure that investors can transact easily without significant slippage. |
| Business/sector quality | Low / none | The backing of the U.S. government provides the highest level of credit quality. |
Risk Analysis
Volatility
SPTS exhibits very low historical volatility compared to equity indices and longer-duration bond funds.
Market Risk
The fund is primarily subject to interest rate risk; however, the short-term nature of the bonds significantly mitigates this impact.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Notes (1-3 Year Maturity) | 99.5 | These high-quality government securities provide capital preservation and interest income. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Minor cash holdings are maintained for liquidity and to facilitate daily operations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.7% | Avg. Invested days 103 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 17, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $7.45B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.03% |
| Distribution Yield | 3.86% |
| Inception | Nov 30, 2011 |
Performance
| Period | Total Return |
|---|---|
| YTD | +0.63% |
| 1 Year | +1.87% |
| 3 Year | +4.17% |
| 5 Year | +1.86% |
| 10 Year | +1.66% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0.87% |
| 3Y Volatility | 1.53% |
| 3Y Sharpe Ratio | -0.25 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 50.0% |
Top Holdings
| Holding | Weight |
|---|---|
| United States Treasury Notes 2.375% | 3.06% |
| United States Treasury Notes 3.125% | 2.87% |
| United States Treasury Notes 0.75% | 2.72% |
| United States Treasury Notes 3.25% | 2.51% |
| United States Treasury Notes 0.25% | 2.49% |
Upturn AI Summary
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.
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