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    ETF Model Portfolios

    State Street Active Asset Allocation ETF Portfolios

    Key Facts

    • Seeks to outperform the benchmark over a full market cycle
    • Focuses on identifying opportunities in the global capital markets
    • Over a 10-year track record (inception date: 11/01/08)

    Objective

    Seeks to capitalize on short-and long-term mispricing in the global equity and fixed income markets by overweighting asset classes that appear attractive and underweighting less attractive asset classes. Among these risk-based portfolios, the more conservative model portfolios are designed to focus on capital preservation, with some consideration given to growth of capital. The more aggressive model portfolios are primarily focused on growth of capital.

    Rebalance Frequency

    10-16 times per year

    Explore the Portfolios

    Six tactical 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.

    Contact the Team

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

    Equity 21.0%
    Name   Ticker   Percent
    SPDR® S&P 500® ETF Trust SPY 11.0%
    SPDR® SSGA US Sector Rotation ETF XLSR 5.5%
    SPDR® Portfolio Developed World ex-US ETF SPDW 3.5%
    SPDR® Portfolio Emerging Markets ETF SPEM 1.0%
    SPDR® Portfolio S&P 400® Mid Cap ETF SPMD 0.0%
    SPDR® Portfolio S&P 600® Small Cap ETF SPSM 0.0%
    SPDR® Portfolio Europe ETF SPEU 0.0%
    SPDR® S&P® International Small Cap ETF GWX 0.0%
    SPDR® S&P® Emerging Markets Small Cap ETF EWX 0.0%

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

    Equity 41.0%
    Name   Ticker   Percent
    SPDR® S&P 500® ETF Trust SPY 16.5%
    SPDR® SSGA US Sector Rotation ETF XLSR 10.0%
    SPDR® Portfolio Developed World ex-US ETF SPDW 8.0%
    SPDR® Portfolio Emerging Markets ETF SPEM 4.5%
    SPDR® Portfolio S&P 400® Mid Cap ETF SPMD 1.0%
    SPDR® Portfolio S&P 600® Small Cap ETF SPSM 0.0%
    SPDR® S&P® International Small Cap ETF GWX 1.0%
    SPDR® S&P® Emerging Markets Small Cap ETF EWX 0.0%

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

    Equity 61.0%
    Name   Ticker   Percent
    SPDR® S&P 500® ETF Trust SPY     21.0%
    SPDR® SSGA US Sector Rotation ETF XLSR 14.5%
    SPDR® Portfolio Developed World ex-US ETF SPDW 12.5%
    SPDR® Portfolio Emerging Markets ETF SPEM 7.0%
    SPDR® Portfolio S&P 400® Mid Cap ETF SPMD 2.0%
    SPDR® Portfolio S&P 600® Small Cap ETF SPSM 2.0%
    SPDR® S&P® International Small Cap ETF GWX 2.0%
    SPDR® S&P® Emerging Markets Small Cap ETF EWX 0.0%

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

    Equity 76.0%
    Name   Ticker   Percent
    SPDR® S&P 500® ETF Trust SPY 25.0%
    SPDR® SSGA US Sector Rotation ETF XLSR 17.5%
    SPDR® Portfolio Developed World ex-US ETF SPDW 15.5%
    SPDR® Portfolio Emerging Markets ETF SPEM 8.0%
    SPDR® Portfolio S&P 400® Mid Cap ETF SPMD 3.0%
    SPDR® Portfolio S&P 600® Small Cap ETF SPSM 3.0%
    SPDR® S&P® International Small Cap ETF GWX 3.0%
    SPDR® S&P® Emerging Markets Small Cap ETF EWX 1.0%

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

    Equity 91.0%
    Name   Ticker   Percent
    SPDR® S&P 500® ETF Trust SPY 28.0%
    SPDR® SSGA US Sector Rotation ETF XLSR 20.5%
    SPDR® Portfolio Developed World ex-US ETF SPDW 19.5%
    SPDR® Portfolio Emerging Markets ETF SPEM 9.0%
    SPDR® Portfolio S&P 400® Mid Cap ETF SPMD 4.0%
    SPDR® Portfolio S&P 600® Small Cap ETF SPSM 4.0%
    SPDR® S&P® International Small Cap ETF GWX 4.0%
    SPDR® S&P® Emerging Markets Small Cap ETF EWX 2.0%

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

    Equity 97.0%
    Name   Ticker   Percent
    SPDR® S&P 500® ETF Trust SPY 29.0%
    SPDR® SSGA US Sector Rotation ETF XLSR 22.0%
    SPDR® Portfolio Developed World ex-US ETF SPDW 21.0%
    SPDR® Portfolio Emerging Markets ETF SPEM 10.0%
    SPDR® Portfolio S&P 400® Mid Cap ETF SPMD 4.0%
    SPDR® Portfolio S&P 600® Small Cap ETF SPSM 5.0%
    SPDR® S&P® International Small Cap ETF GWX 4.0%
    SPDR® S&P® Emerging Markets Small Cap ETF EWX 2.0%

    Insight on the Model Portfolio Landscape

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    ETF Model Portfolios: The Due Diligence Factor

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    Read the research

    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.

    Find out more

    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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    Visit our Insights page to access our latest thinking.

    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.

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