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XLSR
+3.39 · +5.77%
$62.07 · NYSE ARCA

SPDR® SSGA U.S. Sector Rotation ETF (XLSR) ETF Analysis | Large Blend

State Street Investment Management · USA
AUM:$915.2M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.70% — moderate cost. Consider how fees compound over long holding periods.

What is XLSR?

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®).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XLSR returned 13.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.70%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 90.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$915.2M
Expense Ratio0.70%
Dividend Yield0.58%
Holdings18
Inception DateApr 2019
Domicile–
Distribution–
Index–
ProviderState Street Investment Management
Beta0.99
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would XLSR affect your portfolio?

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.2%
1Y
+15.1%
3Y
+55.4%
5Y
+57.5%
OpenBook InsightIf you had invested £10,000 in XLSR 5 years ago, it would have grown to £15,747 — a gain of £5,747.

Annual Returns

Calendar year performance

XLSR delivered positive returns in 4 of the last 5 calendar years.
YearXLSR
2026 YTD+6.5%
2025+17.7%
2024+18.7%
2023+19.5%
2022-16.2%
CAGR 4yr+8.7%
4/5 positive yearsAvg return: +9.2%Worst year: -16.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.8%
Low
Momentum
+3.7%
30-day change
Support Level
65.23
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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