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    ETF Model Portfolios

    State Street Income Allocation ETF Portfolios

    Key Facts

    • Seeks to provide attractive income and favorable risk-adjusted returns primarily using ETFs
    • Offers a diversified mix of income investments that includes dividend-paying equities, investment grade fixed income, high yield bonds, bank loans, convertible bonds, preferred equities and REITS, including mortgage REITs
    • Employs a strategic asset allocation approach that evaluates target allocations and holdings on an annual basis

    Objective

    Seeks to generate a high level of income while diversifying to achieve favorable risk-adjusted returns. This diversification makes the portfolio appropriate to serve as a core income holding. The portfolio maintains its target allocation over time in an effort to provide a consistent risk profile, asset allocation and fund selection.

    Evaluation Frequency

    Annually

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

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    View More Information About Our Firm:     FINRA's BrokerCheck

    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.

    Standard & Poor's®, S&P® and SPDR® are registered 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 these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation's financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

     

    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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    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, download a prospectus or summary prospectus now, or talk to your financial advisor. Read it carefully before investing.
     

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