Morningstar

SPDR® SSGA 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 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.

SPDR ® SSGA US Sector Rotation ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Technology Select Sector SPDR® ETF

37.90 229.2 Mil
—

The Comm Svcs Sel Sect SPDR® ETF

21.68 131.1 Mil
—

The Consumer Staples Sel SectSPDR® ETF

19.46 117.7 Mil
—

The Financial Select Sector SPDR® ETF

16.78 101.5 Mil
—

The Energy Select Sector SPDR® ETF

2.60 15.7 Mil
—

The Health Care Select Sector SPDR® ETF

1.49 9.0 Mil
—

Ssi Us Gov Money Market Class State Street Inst Us Gov

0.10 600,167
Cash and Equivalents

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