XLSRState Street US Sector Rotation ETF

Grow my money#1075 of 2944 for Grow my money

Seeks to provide capital appreciation.

State Street Investment Management · Since 2019 (7 years)

Annual Cost

0.70%

#3347 out of 5,332 ETFs

Fund Size

$847M

#1098 out of 5,332 ETFs

Dividend Yield

0.60%

Track Record

7 years

#1922 out of 5,332 ETFs

Performance

1 Year

+27.9%

3 Years

+18.0%

5 Years

+10.1%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

multi cap

Asset allocation

Stocks

99.8%

Cash

0.2%

Sector breakdown

Technology

35.8%

Communication

21.3%

Healthcare

16.6%

Industrials

12.4%

Financial Services

6.4%

Energy

4.1%

Consumer Defensive

3.3%

Consumer Cyclical

0.0%

Top holdings

State Street®TechSelSectSPDR®ETFXLK21.3%

State Street®HlthCrSelSectSPDR®ETFXLV16.7%

State Street® IndstrlSelSectSPDR®ETFXLI13.3%

State Street® CommServSelSectSPDR®ETFXLC7.0%

State Street®FinSelSectSPDR®ETFXLF6.5%

Alphabet Inc Class AGOOGL5.4%

NVIDIA CorpNVDA4.8%

Apple IncAAPL4.3%

Alphabet Inc Class CGOOG4.2%

State Street®EngySelSectSPDR®ETFXLE4.1%

Risk profile

Volatility (1Y)

12.8%

Moderate

Max drawdown

-32.9%

Worst peak-to-trough loss

Sharpe (3Y)

0.90

Decent risk-adjusted returns

Sortino (3Y)

1.32

Good downside protection

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