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SPBOState Street SPDR Portfolio Corporate Bond ETF

Get income15y track recordRanked #66 of 1,650 in this goal

Seeks investment results that correspond generally to the price and yield performance of the Bloomberg U.S. Corporate Bond Index.

By State Street Investment Management · Launched 2011

Annual Cost

0.03%

#40 of 5,854 · low cost

Fund Size

$2.0B

#763 of 5,854 · large

Dividend YieldGoal

5.10%

Track Record

15 years

#856 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,993-0.1%

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 Corporate Bond Index

What it actually holds

By weight

Concentration

Top 10 holdings = 7.2% of fundwell diversified

State Street Global Advisors
5.1%
State Street Global Advisors
0.4%
GOLDMAN SACHS GROUP INC
0.3%
BANK OF AMERICA CORP
0.3%
ANHEUSER-BUSCH CO/INBEV
0.2%
JPMORGAN CHASE & CO
0.2%
State Street Global Advisors
0.2%
BAT CAPITAL CORP
0.2%
BANK OF AMERICA CORP
0.2%
BANK OF AMERICA CORP
0.2%

Asset allocation

Bonds
99.7%
Cash
0.3%
Convertible
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.4%Low

Year-on-year price swings

Max drawdown
-22.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.20Below average
Sortino (3Y)
0.27Moderate downside risk

Bond profile

Duration

4.9 years

Avg maturity

9.7 years

Credit ratings

AAA
1.2%
AA
9.4%
A
45.9%
BBB
43.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield performance of the Bloomberg U.S. Corporate Bond Index.
Strategy
Employs a sampling strategy to track the Bloomberg U.S. Corporate Bond Index, investing primarily in U.S. dollar-denominated corporate bonds issued by U.S. and non-U.S. companies. The Fund may also invest in cash equivalents and derivatives to manage cash flows and obtain investment exposure.
Inception date
April 6, 2011
Fund family
State Street Investment Management

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Data updated on 2026-08-04