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SPTBState Street SPDR Portfolio Treasury ETF

Get income2y track recordRanked #349 of 1,650 in this goal

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

By State Street Investment Management · Launched 2024

Annual Cost

0.03%

#40 of 5,861 · low cost

Fund Size

$285M

#2,048 of 5,861 · mid-size

Dividend YieldGoal

4.18%

Track Record

2 years

#3,488 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,204+2.0%

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 Treasury Index

What it actually holds

By weight

Concentration

Top 10 holdings = 8.1% of fundwell diversified

United States Treasury
0.9%
United States Treasury
0.9%
United States Treasury
0.8%
United States Treasury
0.8%
United States Treasury
0.8%
United States Treasury
0.8%
United States Treasury
0.8%
United States Treasury
0.8%
United States Treasury
0.8%
United States Treasury
0.8%

Asset allocation

Bonds
99.5%
Cash
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.5%Low

Year-on-year price swings

Max drawdown
-5.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

3.4 years

Avg maturity

9.4 years

Credit ratings

US Government
99.5%

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. Treasury Index.
Strategy
Employs a sampling strategy to track the Bloomberg U.S. Treasury Index, investing substantially all assets in U.S. Treasury securities with a remaining maturity of at least one year. The Fund may also invest in cash equivalents for management purposes.
Inception date
May 20, 2024
Fund family
State Street Investment Management

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Data updated on 2026-08-04