LWC - SPDR Barclays Capital Long Term Corporate Bond ETF

Description: The index includes dollar-denominated debt from U.S. and non-U.S. industrial, utility, and financial institutions issuers with a duration of 10+ years.

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LWC - Profile


Summary Data for LWC

52 Week Lo: $34.48 52 Week Hi: $41.34
AUM: $176.0 M Shares: 4.3 M
Avg. Volume (1 month) 39,550 Avg. Volume (3 month) 45,466
Filings Data as of:

LWC - Holdings

Top Ten Holdings

  1. Verizon Comms 6.55%: 1.60%
  2. Verizon Comms 6.4%: 0.85%
  3. General Elec Cap Corp Mtn Be 5.875%: 0.69%
  4. Goldman Sachs Grp 6.75%: 0.62%
  5. General Elec Cap Corp Mtn Be 6.875%: 0.48%
  6. General Elec Cap Corp Mtn Be 6.15%: 0.48%
  7. United Tech 4.5%: 0.46%
  8. Glaxosmithkline Cap 6.375%: 0.45%
  9. Jpmorgan Chase 6.4%: 0.44%
  10. Amer Intl Grp FRN: 0.43%
%Assets in Top 10: 6.49%
Total Holdings: 1015.0

LWC Asset Allocation


Asset Percentage
U.S. Stocks 0.0%
International Stocks 0.0%
U.S. Bonds 86.51%
International Bonds 12.98%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.51%
Other 0.0%

LWC Bond Sector Breakdown


Bond Sector Percentage
Treasury 0.0%
TIPS 0.0%
U.S. Agency 0.0%
MBS 0.0%
U.S. Corporate 0.0%
Asset-Backed 0.0%
Convertible 0.0%
Muni 0.0%
Foreign Government 0.0%
Foreign Corporate 0.0%
Other 100.0%

LWC Bond Detailed Sector Breakdown


Bond Sector Percentage
Government 63.68%
Corporate Bond 35.22%
Cash And Equivalents 0.51%
Asset Backed 0.33%
Convertible 0.24%
Agency Mortgage Backed 0.0%
Commercial Mortgage Backed 0.0%
Non Agency Residential Mortgage Backed 0.0%
Covered Bond 0.0%
Preferred 0.0%
Sector Swap 0.0%
Future Forward 0.0%
Bank Loan 0.0%
US Municipal Tax Advantaged 0.0%
Municipal Taxable 0.0%
Government Related 0.0%
Option Warrant 0.0%

LWC Coupon Breakdown


Coupon Range Percentage
0% to 1% 0.0%
1% to 2% 0.0%
2% to 3% 0.0%
3% to 4% 6.18%
4% to 5% 24.09%
5% to 6% 26.69%
6% to 7% 30.49%
7% to 8% 8.06%
8% to 9% 3.5%
9% to 10% 0.29%
Greater Than 10% 0.17%

LWC Credit Quality


Credit Percentage
AAA 1.55%
AA 6.87%
A 43.72%
BBB 47.86%
BB 0.0%
B 0.0%
Below B 0.0%
Not Rated 0.0%

LWC Maturity Breakdown


Maturity Percentage
Less Than 1 Year 0.0%
1-3 Years 0.0%
3-5 Years 0.0%
5-7 Years 0.0%
7-10 Years 2.37%
10-15 Years 5.71%
15-20 Years 12.4%
20-30 Years 76.3%
30+ Years 2.71%
© 2014 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

LWC - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

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LWC - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of LWC relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

LWC - Fundamentals

LWC Performance

1 Week Return: 1.45%
2 Week Return: 1.52%
4 Week Return: 1.12%
13 Week Return: 3.56%
26 Week Return: 9.84%
YTD Return: 13.86%
1 Year Return: 18.37%
3 Year Return: 27.69%
5 Year Return: 50.47%

LWC Expenses & Fees

  • Expense Ratio: 0.15%
  • Category: Corporate Bonds
  • Category Range: 0.10% to 0.75%
  • Category Average: 0.22%

LWC Valuation

P/E Ratio: n/a
Beta: 0.67
20 Day Moving Average: $40.77
60 Day Moving Average: $40.35

LWC Dividend

Annual Dividend Rate: $1.64
Dividend Date: 2014-08-01
Dividend: $0.15
Annual Dividend Yield %: 4.02%

LWC Volatility

5 Day Volatility: 22.61%
20 Day Volatility: 7.06%
50 Day Volatility: 6.87%
200 Day Volatility: 6.75%
Standard Deviation: 1.94%

LWC - Technicals

LWC Technicals

20 Day MA: $40.77
60 Day MA: $40.35
MACD 15 Period: 0.53
MACD 100 Period: 1.28
Williams % Range 10 Day: n/a
Williams % Range 20 Day: n/a
RSI 10 Day: 67
RSI 20 Day: 63
RSI 30 Day: 61
Ultimate Oscillator: 54

LWC Bollinger Bands

Lower Bollinger (10 Day): $40.44
Upper Bollinger (10 Day): $41.30
Lower Bollinger (20 Day): $40.33
Upper Bollinger (20 Day): $41.18
Lower Bollinger (30 Day): $40.26
Upper Bollinger (30 Day): $41.15

LWC Support & Resistance

Support Level 1: $41.21
Support Level 2: $41.09
Resistance Level 1: $41.40
Resistance Level 2: $41.47

LWC Stochastic

Stochastic Oscillator %D (1 Day): 70.91
Stochastic Oscillator %D (5 Day): 69.59
Stochastic Oscillator %K (1 Day): 57.75
Stochastic Oscillator %K (5 Day): 56.62

LWC Volatility

5 Day Volatility: 22.61%
20 Day Volatility: 7.06%
50 Day Volatility: 6.87%
200 Day Volatility: 6.75%
Standard Deviation: 1.94%

LWC - ETFdb Realtime Rating & Analyst Report

LWC is a passive ETF that seeks to replicate Barclays Capital Long U.S. Corporate Index. The index includes dollar-denominated debt from U.S. and non-U.S. industrial, utility, and financial institutions issuers with a duration of 10+ years.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Corporate Bonds 0.15 2009-03-10 State Street SPDR ETF +13.86%

LWC Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B
Expenses A-
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for LWC on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Corporate Bonds ETFdb Category with the highest Metric Realtime Rating for each individual field.

LWC Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for LWC, as well as the A+ Overall Rated ETF in LWC's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for LWC

This ETF offers exposure to credit bonds with a significant amount of time to maturity, meaning that LWC is an asset that may offer an attractive yield profile--especially relative to Treasuries or short-term corporate debt. The flip side, of course, is the risk involved; in addition to credit ri...

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