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

Source: State Street Global Advisors, as of September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, as of September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.


Tax-Sensitive Strategic Asset Allocation ETF Portfolios

Source: State Street Global Advisors, September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.

Source: State Street Global Advisors, September 30, 2020. See Target Allocations file under Quick Links for most recent holdings.


Insight on the Model Portfolio Landscape



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