Spdr Barclays Intermediate Etf Profile
| SPIB Etf | USD 33.26 0.10 0.30% |
Performance2 of 100
| Odds Of DistressLess than 9
|
SPDR Barclays is trading at 33.26 as of the 30th of November 2024, a 0.30 percent increase since the beginning of the trading day. The etf's open price was 33.16. SPDR Barclays has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for SPDR Barclays Intermediate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund 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. More on SPDR Barclays Intermediate
Moving together with SPDR Etf
| 0.98 | LQD | iShares iBoxx Investment Aggressive Push | PairCorr |
| 0.94 | IGIB | iShares 5 10 | PairCorr |
| 0.99 | USIG | iShares Broad USD | PairCorr |
| 0.99 | SUSC | iShares ESG USD | PairCorr |
| 0.98 | QLTA | iShares Aaa | PairCorr |
Moving against SPDR Etf
SPDR Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Corporate ETFs, Investment Grade ETFs, Corporate Bond, SPDR State Street Global Advisors (View all Sectors) |
| Issuer | SSgA |
| Inception Date | 2009-02-10 |
| Benchmark | Barclays Capital Intermediate U.S. Corporate Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 9.59 Billion |
| Average Trading Valume | 4.61 Million |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | SSgA Funds Management, Inc. |
| Advisor | SSgA Funds Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | State Street Global Advisors Funds Distributors, LLC |
| Portfolio Manager | Frank Miethe, Kyle Kelly, Christopher DiStefano |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Nov |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 4,833 |
| Market Maker | Virtu Financial |
| Total Expense | 0.04 |
| Management Fee | 0.04 |
| Country Name | USA |
| Returns Y T D | 4.78 |
| Name | SPDR Barclays Intermediate Term Corporate Bond |
| Currency Code | USD |
| Open Figi | BBG000F8Y230 |
| In Threey Volatility | 6.22 |
| 1y Volatility | 5.55 |
| 200 Day M A | 32.8531 |
| 50 Day M A | 33.2546 |
| Code | SPIB |
| Updated At | 29th of November 2024 |
| Currency Name | US Dollar |
SPDR Barclays Intermediate [SPIB] is traded in USA and was established 2009-02-10. The fund is listed under Corporate Bond category and is part of SPDR State Street Global Advisors family. The entity is thematically classified as Corporate ETFs. SPDR Barclays Interm at this time have 5.91 B in assets. , while the total return for the last 3 years was 0.6%.
Check SPDR Barclays Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SPDR Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SPDR Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as SPDR Barclays Intermediate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
SPDR Barclays Interm Currency Exposure
SPDR Barclays Intermediate holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of SPDR Barclays will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in SPDR Barclays Intermediate.
Top SPDR Barclays Intermediate Etf Constituents
| Morgan Stanley 0.56% | 0.17% |
| The Toronto-Dominion Bank 2.65% | 0.15% |
| T-Mobile USA, Inc. 3.88% | 0.17% |
| Bank of America Corporation 1.734% | 0.16% |
| Citigroup Inc. 3.668% | 0.16% |
| Banco Santander, S.A. 5.294% | 0.16% |
| Bank of America Corporation 3% | 0.18000001% |
| T-Mobile USA, Inc. 3.875% | 0.16% |
| Wells Fargo & Company 4.54% | 0.2% |
| Apple Inc. 1.4% | 0.15% |
SPDR Barclays Top Holders
| FISR | SPDR SSGA Fixed | Etf | Intermediate Core Bond | |
| GAL | SPDR SSgA Global | Etf | Global Allocation | |
| STTIX | Stadion Trilogy Alternative | Mutual Fund | Options Trading | |
| STTGX | Stadion Trilogy Alternative | Mutual Fund | Options Trading | |
| ADFI | Anfield Dynamic Fixed | Etf | Intermediate Core-Plus Bond | |
| STTCX | Stadion Trilogy Alternative | Mutual Fund | Options Trading | |
| ACTIX | Advisors Capital Tactical | Mutual Fund | Multisector Bond | |
| INKM | SPDR SSgA Income | Etf | Moderate Allocation |
SPDR Barclays Interm Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in SPDR Barclays. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0011 | |||
| Jensen Alpha | (0.0002) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.59) |
SPDR Barclays Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SPDR Barclays Intermediate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of SPDR Barclays Interm is measured differently than its book value, which is the value of SPDR that is recorded on the company's balance sheet. Investors also form their own opinion of SPDR Barclays' value that differs from its market value or its book value, called intrinsic value, which is SPDR Barclays' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SPDR Barclays' market value can be influenced by many factors that don't directly affect SPDR Barclays' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SPDR Barclays' value and its price as these two are different measures arrived at by different means. Investors typically determine if SPDR Barclays is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SPDR Barclays' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.