XLSRState Street US Sector Rotation ETF
Seeks capital appreciation.
By State Street Investment Management · Launched 2019
0.70%
#3,676 of 5,853 · average
$1.0B
#1,138 of 5,853 · large
+15.1%
7 years
#1,850 of 5,853 · established
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 92.3% of fund✓ diversified through underlying funds
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Primarily invests in common stocks of individual U.S. companies and ETFs focusing on sectors of the S&P 500. Allocates based on a proprietary sector selection model to maximize expected return, with monthly rebalancing.
- Inception date
- April 2, 2019
- Fund family
- State Street Investment Management
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You're paying active fees for an index
This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.
- R²
- 96.1%
- TE
- 3.2%
- Beta
- 1.03
- Fee
- 7× 0.10%
Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-02