No changes
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 Global Rotation ETF Model: No changes this week.
- State Street Targeted 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 | Yield | Date Added |
|---|---|---|---|---|
| SPDR NYSE Technology ETF | XNTK | 6.250% | 0.5430 | 03/11/2009 |
| SPDR S&P Bank ETF | KBE | 6.250% | 1.4500 | 11/15/2016 |
| SPDR S&P Capital Markets ETF | KCE | 6.250% | 1.8950 | 12/05/2017 |
| SPDR S&P Insurance ETF | KIE | 6.250% | 3.0630 | 03/19/2013 |
| SPDR S&P Regional Banking ETF | KRE | 6.250% | 1.4140 | 11/15/2016 |
| Financial Select Sector SPDR Fund | XLF | 6.250% | 1.5470 | 11/15/2016 |
| Industrial Select Sector SPDR Fund | XLI | 6.250% | 1.8310 | 05/04/2010 |
| Technology Select Sector SPDR Fund | XLK | 6.250% | 1.3440 | 02/25/2009 |
| Health Care Select Sector SPDR Fund | XLV | 6.250% | 1.5150 | 01/28/2014 |
| Consumer Discretionary Select Sector SPDR Fund | XLY | 6.250% | 1.2140 | 02/24/2010 |
| SPDR S&P Semiconductor ETF | XSD | 6.250% | 0.6100 | 02/25/2014 |
| SPDR S&P Biotech ETF | XBI | 6.250% | 0.2720 | 11/15/2016 |
| SPDR S&P Transportation ETF | XTN | 6.250% | 0.7240 | 11/15/2016 |
| SPDR S&P Health Care Equipment ETF | XHE | 6.250% | 0.0240 | 09/20/2016 |
| SPDR S&P Aerospace & Defense ETF | XAR | 6.250% | 0.7230 | 10/25/2011 |
| SPDR S&P Software & Services ETF | XSW | 6.250% | 0.1800 | 10/25/2011 |
* - Model Inception:1/17/2007
* - Model Inception:10/28/2008
State Street Targeted Sector Rotation Model SSTARGETSECTOR
ETF Name
Symbol
DWA Suggested Weighting
Yield
Date Added
SPDR NYSE Technology ETF
XNTK
20.000%
0.5430
10/25/2016
SPDR S&P Bank ETF
KBE
20.000%
1.4500
05/09/2017
SPDR S&P Regional Banking ETF
KRE
20.000%
1.4140
02/28/2017
SPDR S&P Semiconductor ETF
XSD
20.000%
0.6100
11/10/2015
SPDR S&P Aerospace & Defense ETF
XAR
20.000%
0.7230
07/15/2014
* - Model Inception: 07/28/2010
State Street Fixed Income Model SSFIXED
ETF Name
Symbol
DWA Suggested Weighting
Yield
Date Added
SPDR Bloomberg Barclays Convertible Bond ETF
CWB
25.000%
4.1110
08/23/2016
SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
EBND
25.000%
2.9860
08/29/2017
SPDR Bloomberg Barclays International Corporate Bond ETF
IBND
25.000%
0.5000
02/06/2018
SPDR Citi International Government Inflation-Protected Bond ETF
WIP
25.000%
1.6660
02/13/2018
* - Model Inception: 04/27/2011
