State Street Active Asset Allocation ETF Portfolios

Key Facts

  • Seeks to outperform the benchmark over a full market cycle
  • Focuses on identifying opportunities in the global capital markets
  • Over a 10-year track record (inception date: 11/01/08)

Objective

Seeks to capitalize on short-and long-term mispricing in the global equity and fixed income markets by overweighting asset classes that appear attractive and underweighting less attractive asset classes. Among these risk-based portfolios, the more conservative model portfolios are designed to focus on capital preservation, with some consideration given to growth of capital. The more aggressive model portfolios are primarily focused on growth of capital.

Rebalance Frequency

10-16 times per year

Explore the Portfolios

Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives.

Click through each portfolio to take a closer look.

Source: State Street Global Advisors, as of March 31, 2021 See Target Allocations file under Quick Links for most recent holdings.

Name   Ticker   Percent
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC 3.0%
SPDR® Gold Shares GLD 2.0%
SPDR Dow Jones REIT ETF RWR 0.0%
Name   Ticker   Percent
Cash   2.0%

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Name   Ticker   Percent
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC 3.0%
SPDR® Gold Shares GLD 2.0%
SPDR Dow Jones REIT ETF RWR 0.0%
Name   Ticker   Percent
Cash   2.0%

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Name   Ticker   Percent
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC 3.0%
SPDR® Gold Shares GLD 2.0%
SPDR Dow Jones REIT ETF RWR 0.0%
Name   Ticker   Percent
Cash   2.0%

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Name   Ticker   Percent
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC 3.0%
SPDR® Gold Shares GLD 2.0%
SPDR Dow Jones REIT ETF RWR 0.0%
Name   Ticker   Percent
Cash   2.0%

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Name   Ticker   Percent
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC 2.0%
SPDR® Gold Shares GLD 1.0%
SPDR Dow Jones REIT ETF RWR 0.0%
Name   Ticker   Percent
Cash   2.0%

Source: State Street Global Advisors, as of March 31, 2021. See Target Allocations file under Quick Links for most recent holdings.

Name   Ticker   Percent
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC 1.0%
SPDR® Gold Shares GLD 0.0%
SPDR Dow Jones REIT ETF RWR 1.0%
Name   Ticker   Percent
Cash   2.0%

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