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        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.

        Inception Date

        August 24, 2020

        Rebalance Frequency

        12-15 times per year

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        Holdings

        Portfolio Allocations as of Dec 31 2025

        Ticker/Fund Name Allocation (%)
        Equity
        		99.0
        XLK State Street® Technology Select Sector SPDR® ETF 41.0
        XLC State Street® Communication Services Select Sector SPDR® ETF 23.2
        XLV State Street® Health Care Select Sector SPDR® ETF 16.6
        XLP State Street® Consumer Staples Select Sector SPDR® ETF 9.8
        XLF State Street® Financial Select Sector SPDR® ETF 8.1
        XLI State Street® Industrial Select Sector SPDR® ETF 0.3
        Cash
        		1.0
        Weighted Average Expense Ratio 0.08

        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. 

         

        State Street Global Advisors (SSGA) is now State Street Investment Management.  Please click here for more information.

         

        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 (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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        Before investing in a fund, consider its investment objectives, risks, charges, and expenses. A prospectus (and/or summary prospectus) containing this and other information is available here or by calling 1-866-787-2257 (ETFs and Mutual Funds) or 1-877-521-4083 (Cash). Read it carefully.

         

        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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