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STOT ETF ANALYSIS

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STOT ETF FUNDAMENTALS
STOT ETF PERFORMANCE

STOT ISSUER

State Street Global Advisors serves as the issuer of the SPDR DoubleLine Total Return Tactical ETF (STOT). With a commitment to delivering innovative investment solutions, State Street Global Advisors has a long-standing reputation in the asset management industry. STOT ETF offers investors access to a diversified portfolio of fixed income securities, leveraging the expertise of DoubleLine Capital LP as the sub-adviser to navigate the dynamic world of fixed income markets. The ETF provides a strategic approach to fixed income investing, aiming to generate returns while actively managing interest rate risk and sector exposure.

STOT DIVIDEND

The SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT) offers investors a dividend distribution strategy that focuses on short-duration fixed income securities. STOT primarily invests in a diversified portfolio of fixed income securities, including government and corporate bonds, agency mortgage-backed securities, and other debt instruments. The ETF aims to provide regular income to its shareholders through interest payments from its fixed income holdings. STOT's dividend eligibility is determined by the interest income generated from its fixed income investments. As a short-duration fund, it primarily focuses on securities with shorter maturities, which typically results in lower interest rate risk.

STOT TRACKING

Tracking the investment strategy of the DoubleLine Total Return Bond ETF involves maintaining a diversified portfolio of fixed income securities with a focus on income generation and risk management. The fund primarily invests in various types of fixed income assets, including U.S. government securities, municipal bonds, asset-backed securities (ABS), collateralized debt obligations (CDOs), collateralized loan obligations (CLOs), collateralized bond obligations (CBOs), and Real Estate Mortgage Investment Conduits (REMICs), among others. It also has the flexibility to invest in corporate bonds, sovereign debt, bank loans, preferred securities, and exchange-traded products that hold fixed income securities. Furthermore, the DoubleLine Total Return Bond ETF aims to allocate at least 25% of its net assets in mortgage-backed securities guaranteed by the U.S. government and may use to-be-announced (TBA) transactions to gain exposure to these securities. Additionally, the fund may invest up to 20% of its net assets in high-yield corporate bonds while ensuring that the combined total of below-investment-grade securities does not exceed 40% of its net assets. The ETF may also invest in foreign currencies and instruments tied to emerging market countries, but these exposures are managed prudently. The fund's portfolio duration is actively managed and typically targets a range of 1 to 3 years, and asset allocation decisions are made using both top-down and bottom-up approaches to maximize returns while controlling risks.

STOT CORRELATION

The correlation profile of the SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT) is pivotal for investors seeking exposure to short-term fixed-income securities. Generally, STOT tends to exhibit correlations with interest rates and broader bond market movements, given its focus on short-duration bonds. Understanding these correlations is essential for investors looking to manage interest rate risk and fine-tune their fixed-income allocations. Explore comprehensive correlation data for STOT and other U.S. ETFs using our powerful tool, ETF Insider. The web app offers a user-friendly experience for delving into the intricate correlations of various ETFs. With its simple visualization tools, ETF Insider enables investors to gain deep insights into correlation patterns, facilitating more informed decision-making and uncovering potential overlaps in their investment strategies.

STOT SECTOR

The State Street Total Market Bond ETF (STOT) is primarily involved in the fixed income sector. This ETF invests in a diversified portfolio of fixed income securities, including U.S. government and agency securities, municipal bonds, asset-backed securities (ABS), collateralized debt obligations (CDOs), and more. Additionally, STOT may allocate a substantial portion of its assets to U.S. agency mortgage pass-through securities and corporate high yield securities, commonly known as junk bonds. The fund aims to maintain an investment portfolio with a weighted average effective duration between 1 and 3 years and actively manages its asset class exposure to maximize returns while controlling risk.

STOT EXPOSURE

The exposure characteristic of the SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT) primarily revolves around its investment focus on fixed income securities. STOT seeks to provide investors with exposure to a diversified portfolio of fixed income assets, including U.S. government securities, municipal bonds, mortgage-backed securities, and corporate bonds. The fund is managed with a controlled risk approach, aiming to manage principal risk components of the fixed income markets by considering factors such as security selection, relative performance of market sectors, yield curve shape, and interest rate fluctuations. For more detailed and in-depth insights into STOT''s exposure, you can utilize the ETF Insider web app, which offers comprehensive data and visualization tools to analyze various aspects of US ETFs, including overlap and correlations.

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BLOG ARTICLES

What is the IBHC ETF ?
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What is the IBHC ETF ?

The IBHC ETF, a part of the iShares iBonds fixed maturity series sponsored by BlackRock, seeks to track the investment results of the Bloomberg 2023 Term High Yield and Income Index. The ETF invests primarily in U.S. dollar-denominated, taxable, fixed-rate, high-yield, and BBB-rated corporate bonds scheduled to mature between January 1, 2023, and December 15, 2023. The underlying index includes bonds from various industries, such as consumer cyclicals and financials, with a minimum outstanding face value of $250 million. Non-U.S. corporate issuers are also part of the index, mainly from developed countries.

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EEM VS GLD: Tracking and Exposure
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EEM VS GLD: Tracking and Exposure

EEM and GLD are distinct ETFs catering to different investment strategies and market segments. Consider utilizing ETF Insider—a user-friendly app.

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How does the STOT ETF work?
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By Ron Koren ETF Insider

How does the STOT ETF work?

The STOT ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.

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FREQUENTLY ASKED QUESTIONS

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