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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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        State Street ETF Model Portfolios

        Time-tested solutions powered by institutional expertise

        Each State Street ETF Model Portfolio is designed, built and managed by the Investment Solutions Group (ISG), the same team that manages money for central banks, pension funds, sovereign wealth funds, endowments and other large institutions. The team pursues a range of investment outcomes to provide diversification opportunities across a variety of asset classes and risk profiles.

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        Investment Goal

        Rebalance Frequency

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        Personalized, Tax-Managed Solutions

        Consult with us to explore custom SMAs, models, and UMAs tax-optimized via Ethic’s investment platform

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        Put our expertise to work

        Access the depth and breadth of our portfolio management team.

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        Investment centers worldwide

        130+

        Portfolio managers, strategists and analysts

        1982

        ISG established

        Meet the models investment team

        Leverage our partnerships

        Our subadvisor relationships allow you to take your allocations beyond traditional stocks and bonds.

        Comprehensive support for your continued growth

        Our model portfolios are more than just sophisticated, efficient solutions. We provide comprehensive support that empowers you to grow your practice and focus more time on building relationships and engaging with clients.

        Through our dedicated client service model, we offer timely, end-to-end support to help you deliver institutional-caliber portfolio management and insights to your clients. This includes training on selecting and deploying models; practice management resources; access to our capital markets and portfolio management teams; and portfolio reviews.

        Unlock time, deepen trust, and enable scale

        Our latest research looks at how these strategic tools can help align individual goals and objectives, build relationships, and elevate the client experience.

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        Insight on the model portfolio landscape

        Model portfolios: Adaptive solutions for advisory growth

        Our research examines how model portfolios can help advisors focus on delivering holistic wealth management, enhancing client satisfaction and fostering long-term relationships.

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        Due diligence checklist

        With eight factors to consider, this due diligence checklist may serve as a framework for evaluating ETF model portfolio providers.

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        All models are not created equal

        Designed for a range of investment outcomes, three key attributes distinguish our ETF model portfolios.

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        State Street Global Advisors (SSGA) is now State Street Investment Management.  Please click here for more information.

         

        Investing involves risk including the risk of loss of principal. The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without State Street Investment Management’s express written consent.

         

        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.

         

        The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®, US 500 and the 500 are 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 has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

         

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        Nothing contained in or on the Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. State Street Investment Management Intermediary Business offers a number of products and services designed specifically for various categories of investors. Not all products will be available to all investors. The information provided on the Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

         

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        The products and services described on this web site are intended to be made available only to persons in the United States or as otherwise qualified and permissible under local law. The information on this web site is only for such persons. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

         

        Before investing in a fund, consider its investment objectives, risks, charges, and expenses. A prospectus (and/or summary prospectus) containing this and other information is available here or by calling 1-866-787-2257 (ETFs and Mutual Funds) or 1-877-521-4083 (Cash). Read it carefully.

         

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        Expiration Date: November 30, 2027

         

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