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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 Tax-Sensitive ETF Portfolios

    Two suites of risk-based models that seek to capture the potential tax advantages of municipal bonds:

    Tax-Sensitive Active Asset Allocation ETF Portfolios

    Key Facts

    • Seeks to outperform the benchmark over a full market cycle by employing active asset allocation
    • Focuses on identifying mispricing opportunities in the global equity and fixed income markets
    • Captures the potential tax advantages of municipal bonds

    Objective

    Seeks a distinct balance of risk and potential return. The more aggressive portfolios focus on long-term growth, while the more conservative portfolios emphasize current income and capital preservation. Each model portfolio seeks to pursue its goal and manage risk in a tax-sensitive manner by actively managing its allocations to ETFs offering exposure to a variety of asset classes.

    Rebalance Frequency

    10-18 times per year

    Pick Your Portfolio

    Six tactical portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.

    Current holdings can be found in the Target Allocations file under Quick Links.

    Tax-Sensitive Strategic Asset Allocation ETF Portfolios

    Key Facts

    • Diversified, global asset allocation
    • Consistent long-term approach with lower turnover and portfolio efficiency
    • Captures the potential tax advantages of municipal bonds

    Objective

    Seeks to provide optimal capital efficiency over a long-term horizon. The more conservative model portfolios are designed to generate current income, with some consideration given to growth of capital. The more aggressive portfolios are predominantly focused on growth of capital. In all instances, the model portfolios are constructed, based on risk tolerance, to achieve market exposure across both equity and fixed income markets.

    Evaluation Frequency

    Annually

    Pick Your Portfolio
    Five strategic portfolios span the efficient frontier and can be used to target a variety of return and risk objectives. Find the one that’s right for you.

    Current holdings can be found in the Target Allocations file under Quick Links.

    Get More Information

    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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    Get current insights and market commentary from our experts.

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    Visit our Insights page to access our latest thinking.

    Content on this site is approved for Investment Professional use only.


    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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