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ULST
-0.03 · -0.07%
$40.56 · NYSE ARCA

SPDR® SSgA Ultra Short Term Bond ETF (ULST) ETF Analysis | Ultrashort Bond

State Street Investment Management · United States
AUM:$620.7M
#– of – in Ultrashort Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

ULST returned +4.6% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is ULST?

The Adviser invests, under normal circumstances, at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) in a portfolio of U. The fund may also invest in exchange traded products (ETPs).

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
ULST returned 4.6% over the past year.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 2.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$620.7M
Expense Ratio0.20%
Dividend Yield4.45%
Holdings1
Inception DateOct 2013
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.09
CategoryUltrashort Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.0%
1Y
+2.1%
3Y
+13.7%
5Y
+18.2%
OpenBook InsightIf you had invested £10,000 in ULST 5 years ago, it would have grown to £11,816 — a gain of £1,816.

Annual Returns

Calendar year performance

ULST delivered positive returns in 5 of the last 5 calendar years.
YearULST
2026 YTD+0.6%
2025+4.8%
2024+5.3%
2023+5.6%
2022+0.9%
CAGR 4yr+4.1%
5/5 positive yearsAvg return: +3.4%Worst year: +0.6% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
1.1%
Low
Momentum
+0.1%
30-day change
Support Level
40.27
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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