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Upturn AI SWOT - About
SPDR® Nuveen Bloomberg Municipal Bond ETF (TFI)
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Upturn Advisory Summary
08/14/2025: TFI (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 -1.15% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.11 | 52 Weeks Range 42.61 - 45.95 | Updated Date 06/30/2025 |
52 Weeks Range 42.61 - 45.95 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® Nuveen Bloomberg Municipal Bond ETF
ETF Overview
Overview
The SPDRu00ae Nuveen Bloomberg Municipal Bond ETF (TFI) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Municipal Bond Index. It primarily invests in investment-grade municipal bonds, providing exposure to the U.S. municipal bond market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience and expertise in managing fixed-income ETFs, including municipal bond strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Municipal Bond Index.
Investment Approach and Strategy
Strategy: The ETF seeks to replicate the Bloomberg Municipal Bond Index, a broad benchmark for the U.S. investment-grade tax-exempt bond market.
Composition The ETF holds a diversified portfolio of municipal bonds across various states and maturities, focusing on investment-grade securities.
Market Position
Market Share: TFI holds a significant market share in the municipal bond ETF category, though specific percentage data is not readily available without real-time data feeds.
Total Net Assets (AUM): 4630000000
Competitors
Key Competitors
- iShares National Muni Bond ETF (MUB)
- Vanguard Tax-Exempt Bond ETF (VTEB)
- Invesco National AMT-Free Municipal Bond ETF (PZA)
Competitive Landscape
The municipal bond ETF market is competitive with several large players. TFI's advantages include the SSGA brand and its established presence. Disadvantages may include a higher expense ratio compared to some competitors like VTEB. MUB is a larger and more liquid competitor.
Financial Performance
Historical Performance: Historical performance data is not included here, but is available via financial data providers.
Benchmark Comparison: Benchmark comparisons require real-time data and cannot be accurately provided without a live data feed.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and municipal credit quality affect TFI. Lower interest rates generally benefit bond prices, while higher rates can negatively impact them.
Growth Trajectory
Growth trends depend on investor demand for tax-exempt income and the overall health of the municipal bond market. The fund may adjust its holdings to reflect changes in the Bloomberg Municipal Bond Index.
Moat and Competitive Advantages
Competitive Edge
TFI's competitive advantages lie in its established brand reputation and the expertise of SSGA in managing fixed-income portfolios. The ETF offers a straightforward way to gain exposure to a broad basket of investment-grade municipal bonds, which are attractive to investors seeking tax-advantaged income. Furthermore, TFI's focus on tracking the Bloomberg Municipal Bond Index is a key differentiator. The ETF's lower expense ratio (compared to competitors such as MUB) is another advantage.
Risk Analysis
Volatility
Volatility is typical for a bond ETF and is influenced by interest rate movements and credit spreads.
Market Risk
Market risks include interest rate risk (rising rates can decrease bond values), credit risk (municipal issuers may default), and liquidity risk (less liquid bonds may be difficult to sell).
Investor Profile
Ideal Investor Profile
The ideal investor profile is a risk-averse individual seeking tax-exempt income and diversification within their fixed-income portfolio.
Market Risk
TFI is best suited for long-term investors looking for steady income and capital preservation, rather than active traders seeking short-term gains.
Summary
SPDRu00ae Nuveen Bloomberg Municipal Bond ETF offers diversified exposure to investment-grade U.S. municipal bonds, tracking the Bloomberg Municipal Bond Index. It's managed by State Street Global Advisors and provides tax-exempt income for investors. While it faces competition from other municipal bond ETFs, its reputation and reasonable expense ratio make it a solid choice for long-term, risk-averse investors. Factors like interest rate movements and credit risk can impact performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- Bloomberg
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions are subject to change.
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® Nuveen Bloomberg Municipal Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests substantially all, but atleast 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 track the performance of U.S. dollar denominated investment grade tax-exempt debt publicly issued by U.S. states and territories, and their political subdivisions, in the U.S. domestic market.
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.