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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
-0.66%
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
$2.04B
AUM Growth
-$1.2B
Cap. Flow
-$1.21B
Cap. Flow %
-59.17%
Top 10 Hldgs %
77.36%
Holding
125
New
10
Increased
15
Reduced
88
Closed
12

Sector Composition

Rank Sector Weight
1 Industrials 1.26%
2 Consumer Staples 1.26%
3 Healthcare 0.8%
4 Financials 0.66%
5 Utilities 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$876B
$694M 33.96%
3,348,064
-181,940
-5% -$38.5M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$186B
$293M 14.34%
5,024,131
-379,643
-7% -$23.1M
IJR icon
3
iShares Core S&P Small-Cap ETF
IJR
$109B
$213M 10.42%
3,612,764
-182,030
-5% -$10.8M
EQAL icon
4
Invesco Russell 1000 Equal Weight ETF
EQAL
$809M
$137M 6.69%
5,393,390
-61,755
-1% -$1.61M
AGG icon
5
iShares Core US Aggregate Bond ETF
AGG
$138B
$66.7M 3.27%
613,379
-7,919
-1% -$871K
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$44.6B
$45.7M 2.24%
569,717
+26,012
+5% +$2.09M
LQD icon
7
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$43.1M 2.11%
372,179
+93,786
+34% +$11.1M
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$34M 1.66%
1,131,935
-1,227,455
-52% -$37.4M
VUG icon
9
Vanguard Growth ETF
VUG
$216B
$30.4M 1.49%
1,702,926
+467,520
+38% +$8.49M
IEI icon
10
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$24.2M 1.18%
196,736
+8,039
+4% +$992K
BNDX icon
11
Vanguard Total International Bond ETF
BNDX
$82B
$23.8M 1.17%
454,939
-170,812
-27% -$9.06M
MBB icon
12
iShares MBS ETF
MBB
$39B
$22.5M 1.1%
207,130
-8,778
-4% -$962K
IGSB icon
13
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$22.5M 1.1%
426,488
-57,272
-12% -$3.02M
IGIB icon
14
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$22M 1.08%
404,178
+36,454
+10% +$2M
QQQ icon
15
Invesco QQQ Trust
QQQ
$455B
$20.4M 1%
190,260
-4,649,376
-96% -$506M
VHT icon
16
Vanguard Health Care ETF
VHT
$18.2B
$20.4M 1%
145,545
+36,988
+34% +$5.11M
IWO icon
17
iShares Russell 2000 Growth ETF
IWO
$14.5B
$19.8M 0.97%
128,023
-41,336
-24% -$6.33M
BLV icon
18
Vanguard Long-Term Bond ETF
BLV
$5.75B
$19M 0.93%
216,317
+21,782
+11% +$1.99M
IEF icon
19
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$16.6M 0.81%
157,958
+7,412
+5% +$789K
TBF icon
20
ProShares Short 20+ Year Treasury ETF
TBF
$84.9M
$15.4M 0.76%
588,840
+278,842
+90% +$7.07M
BIV icon
21
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$14.6M 0.72%
174,351
+66,858
+62% +$5.68M
HYS icon
22
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$11M 0.54%
109,830
+28,046
+34% +$2.85M
QLTB
23
DELISTED
ISHARES BAA BA RATED CORP BOND FUND
QLTB
$10.9M 0.53%
211,410
-9,534
-4% -$500K
KBE icon
24
State Street SPDR S&P Bank ETF
KBE
$1.64B
$10.2M 0.5%
+280,312
New +$9.81M
RSP icon
25
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$9.03M 0.44%
113,126
-7,514
-6% -$616K

Similar funds

Stadion Money Management's Q2 2015 Portfolio in Review

As of Q2 2015, Stadion Money Management held 125 positions worth $2.04B, down 37% from $3.24B the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Stadion Money Management withdrew a net $1.21B in Q2 2015, closing 12 positions and reducing 88 holdings. Its most notable exit was State Street Technology Select Sector SPDR ETF, an estimated $36.9M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 1.3% of assets, up from 1% a quarter earlier, followed by Consumer Staples and Healthcare.

Against the trend, Stadion Money Management opened a new position in State Street SPDR S&P Bank ETF worth $10.2M.

  • Stadion Money Management's largest Q2 2015 buy was State Street SPDR S&P Bank ETF: 280,312 shares worth $10.2M.
  • Stadion Money Management added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2015, an estimated $11.1M increase.
  • Stadion Money Management's biggest Q2 2015 reduction was Invesco QQQ Trust, cutting an estimated $506M.
  • Stadion Money Management fully exited State Street Technology Select Sector SPDR ETF in Q2 2015, selling an estimated $36.9M.
  • Stadion Money Management's ten largest holdings make up 77% of its $2.04B portfolio in Q2 2015.
  • Stadion Money Management opened 10 new positions and closed 12 in Q2 2015.
  • Stadion Money Management's portfolio value fell 37% quarter-over-quarter to $2.04B.

Based on Stadion Money Management's 13F filing for Q2 2015, filed 11 Aug 2015.