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SPABState Street SPDR Portfolio Aggregate Bond ETF

Get income19y track recordRanked #20 of 1,650 in this goal

Tracks the Bloomberg U.S. Aggregate Bond Index.

By State Street Investment Management · Launched 2007

Annual Cost

0.03%

#40 of 5,853 · low cost

Fund Size

$9.6B

#292 of 5,853 · large

Dividend YieldGoal

4.03%

Track Record

19 years

#488 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,012+0.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Aggregate Bond Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.3% of fundwell diversified

State Street Global Advisors
2.7%
State Street Global Advisors
2.1%
State Street Global Advisors
1.2%
United States Treasury
0.9%
United States Treasury
0.5%
United States Treasury
0.4%
United States Treasury
0.4%
United States Treasury
0.4%
United States Treasury
0.4%
UMBS, TBA
0.4%

Asset allocation

Bonds
96.8%
Cash
3.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.7%Low

Year-on-year price swings

Max drawdown
-18.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.01Below average
Sortino (3Y)
0.02Moderate downside risk

Bond profile

Duration

3.9 years

Avg maturity

9.5 years

Credit ratings

US Government
48.0%
AAA
3.3%
AA
73.6%
A
11.7%
BBB
11.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the Bloomberg U.S. Aggregate Bond Index.
Strategy
Employs a sampling strategy to track the Bloomberg U.S. Aggregate Bond Index, investing primarily in U.S. dollar denominated investment grade bonds. Aims for investment results that correspond to the index's price and yield performance.
Inception date
May 23, 2007
Fund family
State Street Investment Management

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Data updated on 2026-08-02