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SMM

Stadion Money Management Portfolio holdings

AUM $994M
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
+2.01%
1 Year Est. Return
+15.96%
3 Year Est. Return
+45.18%
5 Year Est. Return
+41.72%
10 Year Est. Return
+196.91%
AUM
$3.24B
AUM Growth
-$1.27B
Cap. Flow
-$1.34B
Cap. Flow %
-41.23%
Top 10 Hldgs %
80.4%
Holding
130
New
15
Increased
76
Reduced
24
Closed
15

Sector Composition

Rank Sector Weight
1 Industrials 1.03%
2 Consumer Staples 1%
3 Healthcare 0.59%
4 Financials 0.5%
5 Utilities 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$876B
$734M 22.63%
3,530,004
-1,507,784
-30% -$313M
QQQ icon
2
Invesco QQQ Trust
QQQ
$455B
$511M 15.77%
4,839,636
-6,024,757
-55% -$633M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$460M 14.18%
2,227,431
-1,430,958
-39% -$295M
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$186B
$316M 9.75%
5,403,774
-654,428
-11% -$37.5M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$109B
$224M 6.91%
3,794,794
-268,950
-7% -$15.4M
EQAL icon
6
Invesco Russell 1000 Equal Weight ETF
EQAL
$809M
$140M 4.32%
+5,455,145
New +$138M
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$71.7M 2.21%
2,359,390
+2,011,335
+578% +$59.5M
AGG icon
8
iShares Core US Aggregate Bond ETF
AGG
$138B
$69.2M 2.14%
621,298
-14,704
-2% -$1.63M
BSV icon
9
Vanguard Short-Term Bond ETF
BSV
$44.6B
$43.8M 1.35%
543,705
-21,389
-4% -$1.72M
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$115B
$36.9M 1.14%
+1,782,018
New +$37.1M
LQD icon
11
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$33.9M 1.05%
278,393
+1,915
+0.7% +$232K
BNDX icon
12
Vanguard Total International Bond ETF
BNDX
$82B
$33.8M 1.04%
625,751
+79,281
+15% +$4.26M
HEDJ icon
13
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$30.8M 0.95%
930,596
+831,444
+839% +$25.8M
IWO icon
14
iShares Russell 2000 Growth ETF
IWO
$14.5B
$25.7M 0.79%
169,359
+147,320
+668% +$21.5M
IGSB icon
15
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$25.5M 0.79%
483,760
+103,256
+27% +$5.44M
IJT icon
16
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
$23.9M 0.74%
+367,012
New +$23M
MBB icon
17
iShares MBS ETF
MBB
$39B
$23.8M 0.73%
215,908
+24,244
+13% +$2.66M
IEI icon
18
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$23.4M 0.72%
188,697
-11,754
-6% -$1.45M
VUG icon
19
Vanguard Growth ETF
VUG
$216B
$21.5M 0.66%
1,235,406
+515,520
+72% +$9.14M
IGIB icon
20
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$20.3M 0.63%
367,724
+99,776
+37% +$5.5M
BLV icon
21
Vanguard Long-Term Bond ETF
BLV
$5.75B
$18.7M 0.58%
194,535
-6,089
-3% -$587K
IEF icon
22
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$16.3M 0.5%
150,546
-13,199
-8% -$1.42M
VHT icon
23
Vanguard Health Care ETF
VHT
$18.2B
$14.7M 0.45%
108,557
+5,947
+6% +$783K
QLTB
24
DELISTED
ISHARES BAA BA RATED CORP BOND FUND
QLTB
$11.9M 0.37%
220,944
+23,477
+12% +$1.25M
SRLN icon
25
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$11.6M 0.36%
234,580
+8,642
+4% +$423K

Similar funds

Stadion Money Management's Q1 2015 Portfolio in Review

As of Q1 2015, Stadion Money Management held 130 positions worth $3.24B, down 28% from $4.51B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Stadion Money Management withdrew a net $1.34B in Q1 2015, closing 15 positions and reducing 24 holdings. Its most notable exit was Invesco S&P 500 Low Volatility ETF, an estimated $116M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 0.66% a quarter earlier, followed by Consumer Staples and Healthcare.

Against the trend, Stadion Money Management opened a new position in Invesco Russell 1000 Equal Weight ETF worth $140M.

  • Stadion Money Management's largest Q1 2015 buy was Invesco Russell 1000 Equal Weight ETF: 5,455,145 shares worth $140M.
  • Stadion Money Management added most to iShares Core S&P Mid-Cap ETF in Q1 2015, an estimated $59.5M increase.
  • Stadion Money Management's biggest Q1 2015 reduction was Invesco QQQ Trust, cutting an estimated $633M.
  • Stadion Money Management fully exited Invesco S&P 500 Low Volatility ETF in Q1 2015, selling an estimated $116M.
  • Stadion Money Management's ten largest holdings make up 80% of its $3.24B portfolio in Q1 2015.
  • Stadion Money Management opened 15 new positions and closed 15 in Q1 2015.
  • Stadion Money Management's portfolio value fell 28% quarter-over-quarter to $3.24B.

Based on Stadion Money Management's 13F filing for Q1 2015, filed 13 May 2015.