Morningstar

SPDR® Portfolio High Yield Bond ETF SPHY

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis SPHY

Will SPHY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SPHY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SPHY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SPHY’s parent organization’s priorities and whether they’re in line with investors’ interests.

SPDR ® Portfolio High Yield Bond ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPHY

More SPHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tibco Software Inc 6.5%

0.33 17.2 Mil
Corporate

Medline Borrower LP 3.875%

0.30 15.7 Mil
Corporate

HUB International Ltd. 7.25%

0.28 14.6 Mil
Corporate

DISH Network Corporation 11.75%

0.28 14.4 Mil
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875%

0.26 13.7 Mil
Corporate

Venture Global LNG Inc. 9.5%

0.25 13.0 Mil
Corporate

United Air Lines, Inc. 4.375%

0.25 12.9 Mil
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

0.24 12.6 Mil
Corporate

Truist Insurance Holdings LLC & Panther Co-Issuer Inc. 7.125%

0.24 12.6 Mil
Corporate

Cloud Software Group Inc. 9%

0.23 12.2 Mil
Corporate

Sponsor Center