State Street Strategic Asset Allocation ETF Portfolios

Key Facts

  • Diversified, global asset allocation
  • Consistent long-term approach with lower turnover and portfolio efficiency
  • Incorporates State Street Global Advisors' expert long-term capital markets forecasts

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


Explore the Portfolios

Six strategic 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.

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Source State Street Global Advisors, as of January 10, 2020. 

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Source State Street Global Advisors, as of January 24, 2020. 

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Source State Street Global Advisors, as of January 24, 2020. 

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Source State Street Global Advisors, as of January 24, 2020. 

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Source State Street Global Advisors, as of January 24, 2020. 

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Source State Street Global Advisors, as of January 24, 2020. 

Asset Class Ticker Percent
Equity 20.0%
SPDR Portfolio S&P 500 ETF SPLG 10.5%
SPDR Portfolio S&P 600 ETF SPSM 2.0%
SPDR Portfolio Developed World ex-US ETF SPDW 6.5%
SPDR Portfolio Emerging Markets ETF SPEM 1.0%
SPDR S&P International Small Cap ETF GWX 0.0%
SPDR S&P Emerging Markets Small Cap ETF EWX 0.0%
Fixed Income 78.0%
SPDR Portfolio Aggregate Bond ETF SPAB 54.5%
SPDR Portfolio TIPS ETF SPIP 4.0%
SPDR Portfolio High Yield Bond ETF SPHY 4.0%
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB 3.0%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF EBND 4.0%
SPDR Portfolio Short Term Treasury ETF SPTS 3.0%
SPDR Portfolio Long Term Treasury ETF SPTL 0.0%
SPDR Portfolio Short Term Corporate Bond ETF SPSB 1.5%
Real Assets 0.0%
SPDR Dow Jones Global Real Estate ETF RWO 0.0%
Cash 2.0%
Cash n/a 2.0%

Insight on the Model Portfolio Landscape


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Best Practices: Model Portfolio Performance

Written in partnership with the CFA Institute, this report establishes best practices for calculating and presenting model portfolio performance in a consistent manner.


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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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Footnotes

All asset allocation scenarios are for hypothetical purposes only and are not intended to represent a specific asset allocation strategy or recommend a particular allocation. Each investor's situation is unique and asset allocation decisions should be based on an investor's risk tolerance, time horizon and financial situation.

Prior to January 24, 2020, the SPDR Portfolio S&P 500 ETF (SPLG) was known as the SPDR Portfolio Large Cap ETF (SPLG) and the SPDR Portfolio S&P 600 Small Cap ETF (SPSM) was known as the SPDR Portfolio Small Cap ETF (SPSM).