XLSR

📎 Investment Objective

The SPDR SSGA US Sector Rotation ETF (XLSR) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Sector Rotation Index.

✨ Key Features

• Seeks to track the SSGA US Sector Rotation Index, which aims to identify and invest in sectors with positive momentum and attractive valuations
• Diversified exposure across US equity sectors, with the ability to overweight or underweight sectors based on the index methodology
• Passively managed, low-cost approach to sector rotation investing
• Potentially provides a way to gain exposure to a sector rotation strategy through a single ETF

⚠️ Primary Risks

• Market risk: The value of the fund's holdings may decline due to general market conditions or other factors
• Sector risk: The fund's performance may be more volatile than the overall stock market due to its focus on specific sectors
• Momentum risk: The fund's sector selection process may not accurately identify sectors with positive momentum, leading to underperformance
• Valuation risk: The fund's sector selection process may not accurately identify sectors with attractive valuations, leading to underperformance

👤 Best For

The SPDR SSGA US Sector Rotation ETF may be suitable for investors seeking exposure to a sector rotation strategy, with the potential for higher returns than the broader market, but who are also willing to accept the increased volatility and risk associated with a sector-focused approach. This ETF may be most appropriate for investors with a medium to long-term investment horizon and a moderate to high risk tolerance.