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Upturn AI SWOT - About
SPDR® SSGA U.S. Sector Rotation ETF (XLSR)
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Upturn Advisory Summary
10/10/2025: XLSR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 35.9% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 43.14 - 56.10 | Updated Date 06/30/2025 |
52 Weeks Range 43.14 - 56.10 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® SSGA U.S. Sector Rotation ETF
ETF Overview
Overview
The SPDRu00ae SSGA U.S. Sector Rotation ETF (XLSR) seeks to provide investment results that correspond generally to the price and yield performance of the SSGA U.S. Sector Rotation Index. The fund aims to outperform a traditional market-cap weighted index by strategically rotating among different U.S. equity sectors based on relative attractiveness.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the investment management industry.
Management Expertise
SSGA has extensive experience managing a wide range of ETFs, including sector-specific and strategy-based funds.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the SSGA U.S. Sector Rotation Index.
Investment Approach and Strategy
Strategy: The ETF tracks the SSGA U.S. Sector Rotation Index, which employs a sector rotation strategy based on economic and market conditions.
Composition The ETF primarily holds stocks from various U.S. equity sectors, with the allocation changing based on the sector rotation strategy.
Market Position
Market Share: XLSR's market share within the sector rotation ETF landscape is relatively small.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- Invesco DWA Momentum ETF (PDP)
- First Trust Dorsey Wright Momentum & Value ETF (DVLU)
Competitive Landscape
The sector rotation ETF industry is competitive, with various funds employing different strategies and targeting different risk-return profiles. XLSR competes with other sector rotation ETFs by offering a specific sector rotation strategy based on the SSGA U.S. Sector Rotation Index. The ETF's performance depends on the success of its sector rotation model, and it faces competition from funds with different models and potentially lower expense ratios. XLSR lags significantly behind its competitors in terms of market share and assets under management, indicating a need for improved marketing or performance.
Financial Performance
Historical Performance: Historical performance data is unavailable as the ETF no longer exists.
Benchmark Comparison: Unable to perform a comparison as the fund is no longer in operation.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
Average trading volume data cannot be assessed as the fund is closed.
Bid-Ask Spread
The bid-ask spread cannot be assessed as the fund is closed.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions influencing sector rotation strategies generally would have impacted XLSR before its closure.
Growth Trajectory
As the fund is now closed, there are no growth trends or patterns to analyze.
Moat and Competitive Advantages
Competitive Edge
Prior to its closure, XLSR's potential competitive advantages included its sector rotation strategy, which aimed to outperform a traditional market-cap weighted index. This strategy was based on SSGA's proprietary U.S. Sector Rotation Index. The fund's success hinged on the accuracy of its model in predicting sector performance. However, the competitive landscape of sector rotation ETFs is dense, and other funds might offer superior strategies or lower expense ratios. The ETF no longer exists.
Risk Analysis
Volatility
Volatility data can no longer be assessed as the fund is now closed.
Market Risk
Before its closure, XLSR was subject to market risk associated with its underlying assets, including fluctuations in sector performance and overall market conditions.
Investor Profile
Ideal Investor Profile
The fund is no longer in operation. Before, XLSR was suited for investors seeking potential outperformance through sector rotation, with an understanding of the risks associated with active management.
Market Risk
The fund is no longer in operation. Before, XLSR was potentially suitable for investors with a moderate to high risk tolerance looking to actively manage their sector allocations.
Summary
XLSR, the SPDRu00ae SSGA U.S. Sector Rotation ETF, aimed to provide investment results corresponding to the SSGA U.S. Sector Rotation Index through strategic sector rotation. While SSGA has a reputable track record, XLSR held a minor market share and was closed. The fund's historical performance cannot be analyzed due to its closure. The expense ratio was 0.25% before it was closed, and it was subject to market risks like all equity-based ETFs. Investors should consider alternative sector rotation ETFs with stronger performance and higher AUM.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. The fund is now closed. Market share information may not be current.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® SSGA U.S. Sector Rotation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a fund of funds, meaning that it primarily invests its assets in securities of other exchange-traded funds (ETFs). In particular, it allocates its assets among ETFs that each focus on common stocks of companies included in an individual sector of the S&P 500® Index, as determined by the Global Industry Classification Standard (GICS®). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly or indirectly through the underlying ETFs, in securities of U.S. companies.
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