SPTL ETF ANALYSIS

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SPTL ETF FUNDAMENTALS
SPTL ETF PERFORMANCE

SPTL ISSUER

The SPDR Portfolio Long Term Treasury ETF (SPTL) is managed by SSGA Funds Management, Inc. (SSGA FM), serving as the fund's investment adviser. SPTL aims to track the performance of the Bloomberg Long U.S. Treasury Index. This ETF employs a sampling strategy, allowing it to hold a subset of securities from the index while maintaining similar risk and return characteristics. Under normal market conditions, SPTL invests at least 80% of its total assets in securities from the index, including U.S. Treasury obligations with remaining maturities of 10 years or more, rated as investment grade, and denominated in U.S. dollars. The ETF is designed to provide exposure to long-term U.S. Treasury bonds, offering investors a way to participate in the performance of this segment of the bond market.

SPTL DIVIDEND

The SPDR Portfolio Long Term Treasury ETF (SPTL) primarily aims to track the Bloomberg Long U.S. Treasury Index's performance. Through a sampling strategy, SPTL may invest in a subset of the securities within the Index, seeking to replicate its risk and return characteristics. Under normal market conditions, the fund generally allocates at least 80% of its assets to securities in the Index or those with similar economic characteristics. However, SPTL does not focus on distributing dividends; instead, it emphasizes long-term Treasury securities, making it suitable for investors seeking stable and conservative income investments.

SPTL TRACKING

SPTL, or the SPDR Portfolio Long Term Treasury ETF, tracks the Bloomberg Long U.S. Treasury Index. To achieve this, the fund employs a sampling strategy, which allows it to hold a portfolio of securities with similar risk and return characteristics as the index without necessarily owning all of its constituents. Under normal market conditions, SPTL generally invests at least 80% of its total assets in securities from the index and those with comparable economic characteristics. In addition to tracking the index, SPTL may invest in non-indexed debt securities, cash, cash equivalents, or money market instruments. The Bloomberg Long U.S. Treasury Index measures the performance of U.S. Treasury securities with a remaining maturity of 10 years or more, rated investment grade, and having $300 million or more outstanding face value, making SPTL an ideal choice for investors seeking long-term U.S. Treasury exposure.

SPTL CORRELATION

The correlation aspect of the SPDR Portfolio Long Term Treasury ETF (SPTL) is integral to understanding its behavior in relation to the long-term U.S. Treasury market. Given that SPTL aims to track the performance of the Bloomberg Long U.S. Treasury Index, its correlation with long-term Treasury bonds is expected to be strong. This robust correlation makes SPTL an essential tool for investors looking to gain exposure to long-term U.S. Treasuries within their portfolios. ETF Insider provides a valuable web app that allows investors to delve deep into SPTL's correlations with various assets and sectors, offering insights into potential portfolio strategies and risk management techniques through its user-friendly visualization tools. Explore correlations and overlaps to make informed investment decisions with ETF Insider.

SPTL SECTOR

The SPDR Portfolio Long Term Treasury ETF (SPTL) primarily focuses on the fixed income sector, specifically targeting long-term U.S. Treasury bonds. This ETF aims to provide investors with exposure to the long-duration segment of the bond market, offering potential benefits such as capital preservation and income generation. Investing in SPTL allows investors to gain exposure to long-term Treasury bonds, which tend to be less volatile compared to equities and can serve as a potential safe haven during periods of market turbulence. However, it's important to note that long-term bonds may be sensitive to interest rate changes, which can impact their overall performance.

SPTL EXPOSURE

The exposure characteristics of the SPDR Portfolio Long Term Treasury ETF (SPTL) focus on long-term U.S. Treasury securities. SPTL seeks to track the performance of the Bloomberg Long U.S. Treasury Index, comprising publicly issued U.S. Treasury securities with maturities of 10 years or more, rated investment grade, and denominated in U.S. dollars. This ETF provides investors with a way to gain exposure to long-term U.S. government bonds, offering stability and income potential in a diversified portfolio.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of SPTL with the U.S. equity market?
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How does SPTL provide exposure to the equity market?
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How does SPTL's dividend strategy compare to other funds?
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How does SPTL track its underlying index?
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What is the dividend aspect of SPTL?
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What is the sector composition of SPTL?
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