Morningstar

State Street® US Sector Rotation ETF XLSR

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XLSR

Will XLSR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XLSR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XLSR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XLSR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street® US Sector Rotation ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XLSR

More XLSR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street®TechSelSectSPDR®ETF

28.05 306M
—

State Street®HlthCrSelSectSPDR®ETF

23.05 251M
—

State Street®FinSelSectSPDR®ETF

11.00 120M
—

State Street® CnsmrDiscSelSectSPDR®ETF

6.23 68M
—

State Street® CommServSelSectSPDR®ETF

4.95 54M
—

Alphabet Inc Class A

4.04 44M
Communication Services

NVIDIA Corp

3.94 43M
Technology

Apple Inc

3.79 41M
Technology

Alphabet Inc Class C

3.17 35M
Communication Services

Microsoft Corp

2.77 30M
Technology

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