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        State Street Fixed Income Sector Rotation ETF Portfolio

        Key Facts

        • Seeks to provide excess return primarily using income and yield-generating fixed income ETFs
        • Employs a tactical asset allocation approach that combines quantitative and qualitative analysis
        • Typically rebalanced monthly, but rebalancing may occur more or less frequently depending on market conditions

        Objective

        Seeks to provide excess return by tactically allocating among income and yield-generating ETFs. Allocation decisions are based on a proprietary sector selection model, which incorporates macroeconomic, financial, and market data to arrive at a projected return forecast for each fixed income sector. The portfolio is constructed to overweight more favorable sectors and underweight less favorable sectors.

        Inception Date

        April 9, 2024

        Rebalance Frequency

        12-15 times per year

        Quick Links

        Holdings

        Portfolio Allocations as of Dec 31 2025

        Ticker/Fund Name Allocation (%)
        Fixed Income
        		98.0
        SPMB State Street® SPDR® Portfolio Mortgage Backed Bond ETF 30.6
        SPTI State Street® SPDR® Portfolio Intermediate Term Treasury ETF 21.0
        SPIB State Street® SPDR® Portfolio Intermediate Term Corporate Bond ETF 15.8
        SPTL State Street® SPDR® Portfolio Long Term Treasury ETF 12.4
        SPLB State Street® SPDR® Portfolio Long Term Corporate Bond ETF 10.4
        JNK State Street® SPDR® Bloomberg High Yield Bond ETF 7.8
        Cash
        		2.0
        Weighted Average Expense Ratio 0.06

        Source: State Street Investment Management. The allocations in the charts above reflect portfolio weights for equity, fixed income, real assets, alternatives and cash asset classes across the spectrum of risk-based model portfolios. Allocations are as of the date indicated, are subject to change, and should not be relied upon as current thereafter. Equity asset classes include, but are not limited to, domestic equity and international equity. Fixed income asset classes include, but are not limited to, investment grade bonds, high yield bonds, convertible bonds, emerging market debt, inflation-protected bonds and Treasuries.

        Important Disclosure: The model portfolios primarily utilize ETFs that make payments to SSGA Funds Management, Inc. or its affiliates (collectively "SSGA") for advisory or other services, which presents a conflict of interest for SSGA. Income earned by SSGA would be lower, and the returns generated by implementing one or more model portfolios might be higher, if the model portfolios were to be constructed using ETFs or other investments that do not pay fees to SSGA.

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

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        Investing involves risk including the risk of loss of principal. 

         

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        Distributor: State Street Global Advisors Funds Distributors, LLC (SSGA FD), Member FINRA and an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. One Congress Street Boston, MA 02114. ALPS Distributors, Inc. (ALPS) is the distributor for SPY, MDY, and DIA, all unit investment trusts. SSGA FD and ALPS are not affiliated.

         

         

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        Not FDIC Insured * No Bank Guarantee * May Lose Value 

         

        AdTrax code: 6729590.5.1.AM.RTL

        Expiration Date: November 30, 2026

         

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