There are no changes this week.
The State Street ETF Model Portfolios are designed to identify major leadership themes within a market, doing so through the use of Point and Figure relative strength tools. Each of the State Street Models are evaluated weekly and guided by a rules-based investment methodology. The construction of the State Street Sector ETF Portfolio is done through an analysis of the each State Street Sector ETF relative strength chart versus the S&P 500, while the Global Sector Rotation model employs a relative strength matrix ranking of the model's inventory. In either case, those with strong relative strength make the cut and are eligible to be included in the portfolio, while those that aren't, will sit upon the sideline. For more information on the portfolio construction and back testing please see the information files on the Models Page. To enter a portfolio amount and see shares to be purchased as well as modify the portfolio to your specifications, click here. (Note: All State Street ETF Models are updated Wednesday mornings by 9:30 am EST)
- State Street Sector ETF Model: No changes this week.
- State Street International Sector ETF Model: No changes this week.
- State Street Global Rotation ETF Model: No changes this week.
- State Street Global Sector Rotation ETF Model: No changes this week.
- State Street Fixed Income Model: No changes this week.
State Street Sector Model SSTREET
| ETF Name | Symbol | DWA Suggested Weighting | Date Added |
|---|---|---|---|
| SPDR Morgan Stanley Technology ETF | MTK | 4.762% | 03/11/2009 |
| SPDR S&P Bank ETF | KBE | 4.762% | 11/15/2016 |
| SPDR S&P Insurance ETF | KIE | 4.762% | 03/19/2013 |
| SPDR S&P Regional Banking ETF | KRE | 4.762% | 11/15/2016 |
| SPDR Dow Jones REIT ETF | RWR | 4.762% | 01/20/2015 |
| Financial Select Sector SPDR Fund | XLF | 4.762% | 11/15/2016 |
| Industrial Select Sector SPDR Fund | XLI | 4.762% | 05/04/2010 |
| Technology Select Sector SPDR Fund | XLK | 4.762% | 02/25/2009 |
| Utilities Select Sector SPDR Fund | XLU | 4.762% | 02/09/2016 |
| Health Care Select Sector SPDR Fund | XLV | 4.762% | 01/28/2014 |
| Consumer Discretionary Select Sector SPDR Fund | XLY | 4.762% | 02/24/2010 |
| SPDR S&P Semiconductor ETF | XSD | 4.762% | 02/25/2014 |
| SPDR S&P Biotech ETF | XBI | 4.762% | 11/15/2016 |
| SPDR S&P Metals & Mining ETF | XME | 4.762% | 02/09/2016 |
| SPDR S&P Oil & Gas Equipment & Services ETF | XES | 4.762% | 12/06/2016 |
| SPDR S&P Oil & Gas Exploration & Production ETF | XOP | 4.762% | 04/19/2016 |
| SPDR S&P Transportation ETF | XTN | 4.762% | 11/15/2016 |
| SPDR S&P Telecom ETF | XTL | 4.762% | 11/22/2016 |
| SPDR S&P Health Care Equipment ETF | XHE | 4.762% | 09/20/2016 |
| SPDR S&P Aerospace & Defense ETF | XAR | 4.762% | 10/25/2011 |
| SPDR S&P Software & Services ETF | XSW | 4.762% | 10/25/2011 |
* - Model Inception:1/17/2007
State Street Intl Sector Rotation Model SSINTLSECT
* - Model Inception:10/15/2008
* - Model Inception:10/28/2008
State Street Global Sector Rotation Model SSTREETGLOSECT
ETF Name
Symbol
DWA Suggested Weighting
Date Added
SPDR Morgan Stanley Technology ETF
MTK
20.000%
10/25/2016
SPDR S&P Semiconductor ETF
XSD
20.000%
11/10/2015
SPDR S&P Metals & Mining ETF
XME
20.000%
08/09/2016
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
20.000%
08/30/2016
SPDR S&P Aerospace & Defense ETF
XAR
20.000%
07/15/2014
* - Model Inception: 07/28/2010
State Street Fixed Income Model SSFIXED
ETF Name
Symbol
DWA Suggested Weighting
Date Added
SPDR Bloomberg Barclays Convertible Bond ETF
CWB
25.000%
08/23/2016
SPDR Bloomberg Barclays High Yield Bond ETF
JNK
25.000%
11/01/2016
SPDR Bloomberg Barclays Intermediate Term Credit Bond ETF
ITR
25.000%
11/15/2016
SPDR Wells Fargo Preferred Stock ETF
PSK
25.000%
01/19/2016
* - Model Inception: 04/27/2011
