XLSRState Street US Sector Rotation ETF
Seeks capital appreciation.
By State Street Investment Management · Launched 2019
Annual Cost
0.70%
#3,803 of 6,040 · average
Fund Size
$1.1B
#1,153 of 6,040 · large
Return (1Y)
+11.9%
Track Record
7 years
#1,864 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,201+12.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 92.3% of funddiversified through underlying funds
State Street Technology Select Sector SPDR ETF
21.3%
State Street Health Care Select Sector SPDR ETF
16.7%
State Street Industrial Select Sector SPDR ETF
13.3%
State Street Global Advisors
8.9%
State Street Communication Services Select Sector SPDR ETF
7.0%
State Street Financial Select Sector SPDR ETF
6.5%
Alphabet Inc
5.4%
NVIDIA Corp
4.8%
Apple Inc
4.3%
Alphabet Inc
4.2%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
39.3%
Healthcare
16.4%
Communication
15.4%
Industrials
14.5%
Consumer Cyclical
5.1%
Financial Services
4.7%
Energy
3.3%
Consumer Defensive
1.1%
Other
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.7%Moderate
Year-on-year price swings
Max drawdown
-32.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection
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 & exposureNext steps
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Data updated on 2026-09-18