State Street US Sector Rotation ETF (XLSR) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.00: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerState Street US Sector Rotation ETF (XLSR) trades at $66.88. The State Street US Sector Rotation ETF (XLSR) aims for capital appreciation by strategically allocating investments across S&P 500 sectors. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for XLSR: XLSR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
State Street US Sector Rotation ETF (XLSR) Financial Services Profile
State Street US Sector Rotation ETF (XLSR) seeks capital appreciation through tactical allocation across S&P 500 sectors, employing quantitative and qualitative analysis to dynamically manage risk relative to its benchmark. The fund rebalances monthly, adjusting to market conditions within the financial services sector.
What Is the Investment Thesis for XLSR?
The State Street US Sector Rotation ETF (XLSR) presents a tactical investment vehicle for investors seeking capital appreciation through active sector allocation. The fund's dynamic approach, rebalancing monthly based on quantitative and qualitative analysis, aims to capitalize on market trends and outperform the S&P 500. A key value driver is the fund's ability to adjust risk exposure, potentially mitigating downside risk during market downturns. However, the success of XLSR hinges on the accuracy of its sector allocation strategy and the ability to effectively navigate market volatility. The fund's expense ratio and trading volume should be considered alongside its potential for outperformance. The fund has a beta of 1.00.
Based on FMP financials and quantitative analysis
XLSR Key Highlights
XLSR's investment strategy focuses on tactical allocation among the GICS-defined sectors of the S&P 500 Index.
- The fund employs a combination of quantitative and qualitative analysis to dynamically adjust active risk budgets.
- XLSR typically rebalances its portfolio monthly, allowing for adaptation to changing market conditions.
- The ETF's objective is to provide capital appreciation by strategically rotating investments across sectors.
- XLSR has a market capitalization of $0.93 billion, indicating its size and scale within the ETF market.
Who Are XLSR's Competitors?
XLSR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BUYW Main BuyWrite ETF | $14.49 | +0.21% | $1.24B | — |
| DFAW Dimensional - World Equity ETF | $83.75 | +0.81% | $1.46B | — |
| DUSA Davis Select U.S. Equity ETF | $55.15 | +1.01% | $1.17B | — |
| HF DGA Core Plus Absolute Return ETF | $22.44 | 0.00% | $879M | — |
| OUSA ALPS Funds O’Shares U.S. Quality Dividend ETF | $59.64 | +0.32% | $710M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are XLSR's Key Strengths?
Experienced management team at State Street Global Advisors.
- Disciplined investment approach based on quantitative and qualitative analysis.
- Dynamic risk management capabilities.
- Established track record of performance.
What Are XLSR's Weaknesses?
Performance is dependent on the accuracy of sector allocation decisions.
- Subject to market volatility and economic cycles.
- Management fees can erode returns.
- Potential for underperformance compared to passive investment strategies.
What Are the Key Risks for XLSR?
Underperformance during periods of market consolidation and low volatility.
- Inaccurate sector allocation decisions leading to losses.
- Competition from other sector rotation ETFs and actively managed funds.
- Market volatility and economic uncertainty.
- Changes in investor sentiment and asset flows.
What Threats Does XLSR Face?
- Increased competition from other asset managers.
- Regulatory changes and compliance costs.
- Market downturns and economic recessions.
- Technological disruption and the rise of robo-advisors.
What Are XLSR's Competitive Advantages?
- Established brand reputation of State Street Global Advisors.
- Expertise in quantitative and qualitative analysis.
- Dynamic risk management approach.
- Access to a wide range of investment resources and research.
What Does XLSR Do?
The State Street US Sector Rotation ETF (XLSR) is designed to provide investors with capital appreciation by strategically allocating investments among the various sectors that comprise the S&P 500 Index. The fund's investment approach is rooted in a combination of both quantitative and qualitative analysis, allowing it to dynamically adjust its active risk budgets relative to its benchmark. This involves actively shifting investments between sectors based on perceived opportunities and risks. The ETF is typically rebalanced on a monthly basis, although the frequency of rebalancing may vary depending on prevailing market conditions. This flexibility allows the fund to adapt to changing economic landscapes and capitalize on emerging trends. The fund operates within the asset management industry, offering investors a way to gain exposure to a diversified portfolio of US equities with a focus on sector rotation strategies. By actively managing sector allocations, XLSR aims to outperform the broader market and deliver superior returns to its investors. The ETF is managed by State Street Global Advisors, a well-established player in the asset management industry.
What Products and Services Does XLSR Offer?
- Tactically allocates investments among the GICS-defined sectors of the S&P 500 Index.
- Employs a combination of quantitative and qualitative analysis in its investment approach.
- Dynamically adjusts active risk budgets relative to the benchmark.
- Typically rebalances its portfolio on a monthly basis.
- Seeks to provide capital appreciation to investors.
- Offers investors a way to gain exposure to a diversified portfolio of US equities.
How Does XLSR Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- The fee structure is typically a percentage of the total AUM.
- Actively manages sector allocations to outperform the S&P 500 Index.
What Industry Does XLSR Operate In?
The State Street US Sector Rotation ETF (XLSR) operates within the asset management industry, a segment of the broader financial services sector. This industry is characterized by intense competition, with numerous firms offering a variety of investment products and strategies. Market trends include the increasing popularity of ETFs, the growing demand for passive and active investment strategies, and the impact of technological advancements on investment management. XLSR competes with other sector rotation ETFs and actively managed funds, seeking to differentiate itself through its specific investment approach and risk management techniques. Competitors include BUYW, DFAW, DUSA, HF and OUSA.
Who Are XLSR's Key Customers?
- Institutional investors, such as pension funds, endowments, and foundations.
- Financial advisors and wealth managers.
- Individual investors seeking exposure to a diversified portfolio of US equities.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved +0.6%.
XLSR Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team at State Street Global Advisors.
- Disciplined investment approach based on quantitative and qualitative analysis.
- Dynamic risk management capabilities.
- Established track record of performance.
Bear Case
- Performance is dependent on the accuracy of sector allocation decisions.
- Subject to market volatility and economic cycles.
- Management fees can erode returns.
- Potential for underperformance compared to passive investment strategies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
XLSR Latest News
No recent news available for XLSR.
XLSR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for XLSR.
Price Targets
Wall Street price target analysis for XLSR.
XLSR MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for XLSR; grades run from A+ (80-100) to F (below 30).
State Street US Sector Rotation ETF Financials Stock: Key Questions Answered
What do analysts say about XLSR stock?
Generally, analysts evaluate ETFs based on factors such as expense ratio, tracking error, liquidity, and historical performance relative to its benchmark. Key valuation metrics include the fund's net asset value (NAV) and the underlying holdings' valuation ratios.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.