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 December 31, 2019.

Asset Class Ticker Percent
Equity 18.0%
SPDR Portfolio Large Cap ETF SPLG 9.5%
SPDR Portfolio Small Cap ETF SPSM 2.0%
SPDR Portfolio Developed World ex-US ETF SPDW 5.5%
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 55.5%
SPDR Portfolio TIPS ETF SPIP 9.0%
SPDR Bloomberg Barclays Short Term High Yield Bond ETF SJNK 6.0%
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB 3.0%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF EBND 2.5%
SPDR Portfolio Short Term Treasury ETF SPTS 2.0%
SPDR Portfolio Long Term Treasury ETF SPTL 0.0%
Global Real Assets 2.0%
SPDR Dow Jones Global Real Estate ETF RWO 2.0%
Cash 2.0%
Cash n/a 2.0%
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Source: State Street Global Advisors, as of December 31, 2019.

Asset Class Ticker Percent
Equity 37.0%
SPDR Portfolio Large Cap ETF SPLG 19.0%
SPDR Portfolio Small Cap ETF SPSM 4.0%
SPDR Portfolio Developed World ex-US ETF SPDW 8.0%
SPDR Portfolio Emerging Markets ETF SPEM 4.0%
SPDR S&P International Small Cap ETF GWX 2.0%
SPDR S&P Emerging Markets SmallCap ETF EWX 0.0%
Fixed Income 58.0%
SPDR Portfolio Aggregate Bond ETF SPAB 38.0%
SPDR Portfolio TIPS ETF SPIP 8.0%
SPDR ICE BofAML Broad High Yield Bond ETF SPHY 5.0%
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB 3.0%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF EBND 2.0%
SPDR Portfolio Short Term Treasury ETF SPTS 1.0%
SPDR Portfolio Long Term Treasury ETF SPTL 1.0%
Real Assets 3.0%
SPDR Dow Jones International Real Estate ETF RWO 3.0%
Cash 2.0%
Cash n/a 2.0%
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Source: State Street Global Advisors, as of December 31, 2019.

Asset Class Ticker Percent
Equity 57.0%
SPDR Portfolio Large Cap ETF SPLG 27.0%
SPDR Portfolio Small Cap ETF SPSM 7.0%
SPDR Portfolio Developed World ex-US ETF SPDW 14.0%
SPDR Portfolio Emerging Markets ETF SPEM 6.0%
SPDR S&P International Small Cap ETF GWX 2.0%
SPDR S&P Emerging Markets SmallCap ETF EWX 1.0%
Fixed Income 38.0%
SPDR Portfolio Aggregate Bond ETF SPAB 23.0%
SPDR Portfolio TIPS ETF SPIP 5.0%
SPDR ICE BofAML Broad High Yield Bond ETF SPHY 4.5%
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB 2.0%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF EBND 1.5%
SPDR Portfolio Short Term Treasury ETF SPTS 0.0%
SPDR Portfolio Long Term Treasury ETF SPTL 2.0%
Real Assets 3.0%
SPDR Dow Jones International Real Estate ETF RWO 3.0%
Cash 2.0%
Cash n/a 2.0%
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Source: State Street Global Advisors, as of December 31, 2019.

Asset Class Ticker Percent
Equity 71.0%
SPDR Portfolio Large Cap ETF SPLG 32.5%
SPDR Portfolio Small Cap ETF SPSM 9.0%
SPDR Portfolio Developed World ex-US ETF SPDW 17.5%
SPDR Portfolio Emerging Markets ETF SPEM 8.0%
SPDR S&P International Small Cap ETF GWX 3.0%
SPDR S&P Emerging Markets SmallCap ETF EWX 1.0%
Fixed Income 23.0%
SPDR Portfolio Aggregate Bond ETF SPAB 11.0%
SPDR Portfolio TIPS ETF SPIP 3.0%
SPDR ICE BofAML Broad High Yield Bond ETF SPHY 3.0%
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB 2.0%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF EBND 1.0%
SPDR Portfolio Short Term Treasury ETF SPTS 0.0%
SPDR Portfolio Long Term Treasury ETF SPTL 3.0%
Real Assets 4.0%
SPDR Dow Jones International Real Estate ETF RWO 4.0%
Cash 2.0%
Cash n/a 2.0%
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Source: State Street Global Advisors, as of December 31, 2019.

Asset Class Ticker Percent
Equity 85.0%
SPDR Portfolio Large Cap ETF SPLG 38.0%
SPDR Portfolio Small Cap ETF SPSM 12.0%
SPDR Portfolio Developed World ex-US ETF SPDW 21.0%
SPDR Portfolio Emerging Markets ETF SPEM 9.0%
SPDR S&P International Small Cap ETF GWX 3.0%
SPDR S&P Emerging Markets SmallCap ETF EWX 2.0%
Fixed Income 8.0%
SPDR Portfolio Aggregate Bond ETF SPAB 2.0%
SPDR Portfolio TIPS ETF SPIP 0.0%
SPDR ICE BofAML Broad High Yield Bond ETF SPHY 2.0%
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB 0.0%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF EBND 1.0%
SPDR Portfolio Short Term Treasury ETF SPTS 0.0%
SPDR Portfolio Long Term Treasury ETF SPTL 3.0%
Real Assets 5.0%
SPDR Dow Jones International Real Estate ETF RWO 5.0%
Cash 2.0%
Cash n/a 2.0%
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Source: State Street Global Advisors, as of December 31, 2019.

Asset Class Ticker Percent
Equity 93.0%
SPDR Portfolio Large Cap ETF SPLG 42.0%
SPDR Portfolio Small Cap ETF SPSM 13.0%
SPDR Portfolio Developed World ex-US ETF SPDW 22.0%
SPDR Portfolio Emerging Markets ETF SPEM 10.0%
SPDR S&P International Small Cap ETF GWX 4.0%
SPDR S&P Emerging Markets SmallCap ETF EWX 2.0%
Fixed Income 0.0%
SPDR Portfolio Aggregate Bond ETF SPAB 0.0%
SPDR Portfolio TIPS ETF SPIP 0.0%
SPDR ICE BofAML Broad High Yield Bond ETF SPHY 0.0%
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB 0.0%
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF EBND 0.0%
SPDR Portfolio Short Term Treasury ETF SPTS 0.0%
SPDR Portfolio Long Term Treasury ETF SPTL 0.0%
Real Assets 5.0%
SPDR Dow Jones International Real Estate ETF RWO 5.0%
Cash 2.0%
Cash n/a 2.0%

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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 August 30, 2019, the State Street Strategic Asset Allocation ETF Portfolios were known as the State Street Strategic ETF Model Portfolios and the Moderate Growth and Growth portfolios were known as Moderate Aggressive and Aggressive, respectively. Prior to September 23, 2019, the SPDR Portfolio TIPS ETF (SPIP) was known as the SPDR Bloomberg Barclays TIPS ETF (IPE).