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SPHYState Street SPDR Portfolio High Yield Bond ETF

Get income14y track recordRanked #37 of 1,706 in this goal

Seeks to provide investment results that correspond to the price and yield performance of an index tracking the U.S. corporate high yield market.

By State Street Investment Management · Launched 2012

Annual Cost

0.05%

#132 of 6,040 · low cost

Fund Size

$12.0B

#245 of 6,040 · large

Return (1Y)

+3.4%

Track Record

14 years

#1,010 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,154+1.5%

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

ICE BofA US High Yield Index

Holdings

By weight

Concentration

Top 10 holdings = 8.1% of funddiversified

State Street Global Advisors
4.4%
State Street Global Advisors
1.1%
1261229 BC LTD
0.5%
ECHOSTAR CORP
0.4%
QUIKRETE HOLDINGS INC
0.3%
CLOUD SOFTWARE GRP INC
0.3%
CLOUD SOFTWARE GRP INC
0.3%
VENTURE GLOBAL LNG INC
0.3%
SV RNO PROPERTY OWNER 1
0.3%
State Street Global Advisors
0.3%

Asset allocation

Bonds
99.5%
Cash
0.5%
Stocks
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.6%Low

Year-on-year price swings

Max drawdown
-22.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.88Decent risk-adjusted returns
Sortino (3Y)
1.32Good downside protection

Bond profile

Duration

6.7 years

Avg maturity

9.8 years

Credit ratings

AAA
0.3%
BBB
0.9%
BB
55.8%
B
34.6%
Below B
7.9%
Other
0.4%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide investment results that correspond to the price and yield performance of an index tracking the U.S. corporate high yield market.
Strategy
Employs a sampling strategy to track the ICE BofA US High Yield Index, investing primarily in below investment grade corporate debt. The Fund may also invest in cash equivalents and may use derivatives to obtain investment exposure.
Inception date
June 18, 2012
Fund family
State Street Investment Management

Next steps

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Data updated on 2026-09-18