ARCA:SPLB

Stock Analysis Report

SPDR Series Trust - SPDR Portfolio Long Term Bond ETF

Executive Summary

SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF is an exchange traded fund launched by State Street Global Advisors, Inc.


Snowflake Analysis

Share Price & News

How has SPDR Series Trust - SPDR Portfolio Long Term Bond ETF's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: SPLB has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

0.7%

SPLB

1.9%

US Capital Markets

1.2%

US Market


1 Year Return

19.2%

SPLB

19.2%

US Capital Markets

24.2%

US Market

Return vs Industry: SPLB matched the US Capital Markets industry which returned 18.7% over the past year.

Return vs Market: SPLB underperformed the US Market which returned 24.7% over the past year.


Shareholder returns

SPLBIndustryMarket
7 Day0.7%1.9%1.2%
30 Day1.3%3.9%3.5%
90 Day2.4%14.3%11.7%
1 Year24.0%19.2%21.6%19.2%26.9%24.2%
3 Year30.2%14.9%48.8%40.4%53.0%43.2%
5 Year31.9%6.6%95.9%77.7%75.3%56.0%

Price Volatility Vs. Market

How volatile is SPDR Series Trust - SPDR Portfolio Long Term Bond ETF's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is SPDR Series Trust - SPDR Portfolio Long Term Bond ETF undervalued compared to its fair value and its price relative to the market?


In this section, we usually try to help investors determine whether SPDR Series Trust - SPDR Portfolio Long Term Bond ETF is trading at an attractive price based on the cash flow it is expected to produce in the future. But as SPDR Series Trust - SPDR Portfolio Long Term Bond ETF has not provided consistent financial data, and the stock also has no analyst forecast or coverage, its intrinsic value cannot be reliably calculated by extrapolating past data or using analyst consensus cash flow predictions.

This is quite a rare situation as 89% of companies covered by Simply Wall St do have a valuation analysis.

Future Growth

How is SPDR Series Trust - SPDR Portfolio Long Term Bond ETF forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

7.8%

Forecasted Diversified Financials industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as SPDR Series Trust - SPDR Portfolio Long Term Bond ETF has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.

Past Performance

How has SPDR Series Trust - SPDR Portfolio Long Term Bond ETF performed over the past 5 years?

17.7%

Historical Diversified Financials annual earnings growth


In this section we usually display a company’s past earnings and revenues to help investors visualise the trend through time. We also gauge the company’s performance by benchmarking its returns and growth to its industry peers and the wider market. However, SPDR Series Trust - SPDR Portfolio Long Term Bond ETF has not provided sufficient past data to assess its track record.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have historical data.

Financial Health

How is SPDR Series Trust - SPDR Portfolio Long Term Bond ETF's financial position? (This company is analysed differently as a bank or financial institution)


In this section we usually analyse SPDR Series Trust - SPDR Portfolio Long Term Bond ETF's finance health to determine how well-positioned it is against times of financial distress, in particular, its ability to manage its cash and debt levels. SPDR Series Trust - SPDR Portfolio Long Term Bond ETF has not provided adequate balance sheet data, its financial health cannot be properly assessed as it.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have financial information.

Dividend

What is SPDR Series Trust - SPDR Portfolio Long Term Bond ETF's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

companyn/amarketbottom25%1.4%markettop25%3.7%industryaverage1.8%forecastin3Yearsn/a

Current dividend yield vs market & industry

Notable Dividend: Unable to evaluate SPLB's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.

High Dividend: Unable to evaluate SPLB's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if SPLB's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if SPLB's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of SPLB's dividend in 3 years as they are not forecast to pay a notable one for the US market.

Management

What is the CEO of SPDR Series Trust - SPDR Portfolio Long Term Bond ETF's salary, the management and board of directors tenure and is there insider trading?

12.4yrs

Average management tenure


CEO

SPDR Series Trust - SPDR Portfolio Long Term Bond ETF has no CEO, or we have no data on them.


Management Age and Tenure

12.4yrs

Average Tenure

50yo

Average Age

Experienced Management: SPLB's management team is seasoned and experienced (12.4 years average tenure).


Insider Trading

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Insufficient data to determine if shareholders have been diluted in the past year.


Management Team

  • Michael Riley (50yo)

    Vice President

    • Tenure: 14.9yrs
  • Gary French (67yo)

    Treasurer

    • Tenure: 14.7yrs
  • Kyle Kelly

    Portfolio Manager

    • Matt Flaherty (48yo)

      Assistant Treasurer

      • Tenure: 14.7yrs
    • Ryan Louvar (47yo)

      Secretary

      • Tenure: 11.4yrs
    • Chad Hallett (50yo)

      Assistant Treasurer

      • Tenure: 13.7yrs
    • Ellen Needham (52yo)

      President

      • Tenure: 11.8yrs
    • Laura Dell (55yo)

      Assistant Treasurer

      • Tenure: 12.2yrs
    • Mark Tuttle (49yo)

      Assistant Secretary

      • Tenure: 12.4yrs
    • Julie Piatelli (52yo)

      Chief Compliance Officer

      • Tenure: 12.4yrs

    Board Members

    • David Kelly (81yo)

      Independent Trustee

      • Tenure: 19.3yrs
      • Compensation: US$73.40k
    • Frank Nesvet (76yo)

      Chairman

      • Tenure: 19.3yrs
      • Compensation: US$92.43k
    • Dwight Churchill (65yo)

      Trustee Nominee

      • Carl Verboncoeur (67yo)

        Independent Trustee

        • Bonny Boatman (69yo)

          Trustee Nominee

          Company Information

          SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF's company bio, employee growth, exchange listings and data sources


          Key Information


          Location

          • SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
          • State Street Financial Center
          • One Lincoln Street
          • Boston
          • Massachusetts
          • 02111-2900
          • United States

          Listings

          TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
          SPLBARCA (NYSE Arca)YesPORTFOLIO LN CORUSUSDMar 2009
          SPLB *BMV (Bolsa Mexicana de Valores)YesPORTFOLIO LN CORMXMXNMar 2009

          Biography

          SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in the fixed income markets of the United States. The fund invests in securities of companies operating in the industrial, utility, and financial sectors. It invests in U.S. dollar denominated taxable, fixed-rate, investment grade corporate bonds with a maturity of greater than or equal to 10 years. The fund seeks to replicate the performance of the Bloomberg Barclays U.S. Long Term Corporate Bond Index, by using representative sampling methodology. SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF was formed on March 10, 2009 and is domiciled in the United States. 


          Company Analysis and Financial Data Status

          All financial data provided by Standard & Poor's Capital IQ.
          DataLast Updated (UTC time)
          Company Analysis2020/01/21 00:22
          End of Day Share Price2020/01/17 00:00
          EarningsN/A
          Annual EarningsN/A


          Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.