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        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

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        ETF Model Portfolios

        State Street US Equity Sector Rotation ETF Portfolio

        Key Facts

        • Seeks to provide capital appreciation by primarily using sector ETFs
        • Employs a tactical asset allocation approach that combines quantitative and qualitative analysis and dynamically adjusts active risk budgets relative to the benchmark
        • Typically rebalanced monthly, but rebalancing may occur more or less frequently depending on market conditions

        Objective

        Seeks to provide capital appreciation by tactically allocating among the GICS-defined sectors of the S&P 500 Index. Allocation decisions are based on a proprietary model, which incorporates macroeconomic, financial, and market data to arrive at a projected return forecast for each equity sector. These projections are used to determine the weightings of each equity sector to construct a portfolio that seeks to maximize expected return.

        Evaluation Frequency

        12-20 times per year

        Explore the Portfolio

        See the Target Allocations file under Quick Links for current holdings.

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        Get in Touch

        Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.

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        Visit our Insights page to access our latest thinking.

        For institutional / professional investors use only.

         

        View More Information About Our Firm: FINRA's BrokerCheck

         

        Investing involves risk including the risk of loss of principal. The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

         

        The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

         

        Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the SPDR ETFs. ALPS Distributors, Inc., member FINRA, is the distributor for DIA, MDY and SPY, all unit investment trusts. ALPS Portfolio Solutions Distributor, Inc., member FINRA, is the distributor for Select Sector SPDRs. ALPS Distributors, Inc. and ALPS Portfolio Solutions Distributor, Inc. are not affiliated with State Street Global Advisors Funds Distributors, LLC.

         

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        The products and services described on this web site are intended to be made available only to persons in the United States or as otherwise qualified and permissible under local law. The information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

         

        Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus which contains this and other information, call 1-866-787-2257 for ETFs, 1-877-521-4083 for cash funds, 1-800-242-0134 for ELFUN, or 1-800-997-7327 for institutional services, download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.

         

        Not FDIC Insured * No Bank Guarantee * May Lose Value

         

        AdTrax Code: 6729648.2.1.AM.INST

        Expiration Date: 30 June 2025

         

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