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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
-5.94%
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
$1.8B
AUM Growth
-$241M
Cap. Flow
-$127M
Cap. Flow %
-7.06%
Top 10 Hldgs %
80.12%
Holding
117
New
4
Increased
38
Reduced
53
Closed
22

Sector Composition

Rank Sector Weight
1 Consumer Staples 1.11%
2 Industrials 1.01%
3 Utilities 0.56%
4 Healthcare 0.53%
5 Technology 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$876B
$600M 33.31%
3,113,190
-234,874
-7% -$47.9M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$186B
$268M 14.9%
5,081,654
+57,523
+1% +$3.26M
IJR icon
3
iShares Core S&P Small-Cap ETF
IJR
$109B
$191M 10.58%
3,577,370
-35,394
-1% -$2.01M
EQAL icon
4
Invesco Russell 1000 Equal Weight ETF
EQAL
$809M
$124M 6.87%
5,430,851
+37,461
+0.7% +$917K
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.6B
$65.1M 3.61%
809,422
+239,705
+42% +$19.2M
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$138B
$59.7M 3.31%
544,582
-68,797
-11% -$7.5M
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$36.6M 2.03%
1,339,015
+207,080
+18% +$6.02M
VUG icon
8
Vanguard Growth ETF
VUG
$216B
$33.7M 1.87%
2,013,744
+310,818
+18% +$5.51M
QQQ icon
9
Invesco QQQ Trust
QQQ
$455B
$33.2M 1.84%
326,405
+136,145
+72% +$14.6M
LQD icon
10
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$32.4M 1.8%
279,391
-92,788
-25% -$10.7M
SHY icon
11
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$31.6M 1.75%
371,414
+369,011
+15,356% +$31.3M
IEI icon
12
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$27.1M 1.51%
217,644
+20,908
+11% +$2.58M
MINT icon
13
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$24.5M 1.36%
242,998
+195,336
+410% +$19.7M
XLY icon
14
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$22.9M 1.27%
+616,006
New +$23.7M
BNDX icon
15
Vanguard Total International Bond ETF
BNDX
$82B
$22.8M 1.27%
431,162
-23,777
-5% -$1.25M
BLV icon
16
Vanguard Long-Term Bond ETF
BLV
$5.75B
$16.7M 0.93%
186,592
-29,725
-14% -$2.64M
IEF icon
17
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$15.5M 0.86%
143,268
-14,690
-9% -$1.56M
IGSB icon
18
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$13.5M 0.75%
256,278
-170,210
-40% -$8.94M
BIV icon
19
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$13.3M 0.74%
156,949
-17,402
-10% -$1.46M
HEDJ icon
20
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$11.6M 0.64%
424,532
+400,576
+1,672% +$12M
EUM icon
21
ProShares Trust Short MSCI Emerging Markets
EUM
$10.9M
$10.7M 0.59%
+178,978
New +$10.1M
MBB icon
22
iShares MBS ETF
MBB
$39B
$9.32M 0.52%
85,031
-122,099
-59% -$13.3M
IGIB icon
23
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$9.27M 0.51%
170,784
-233,394
-58% -$12.7M
TOTL icon
24
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$8.52M 0.47%
+172,128
New +$8.51M
SPY icon
25
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$6.21M 0.34%
5,012
+3,215
+179% +$652K

Similar funds

Stadion Money Management's Q3 2015 Portfolio in Review

As of Q3 2015, Stadion Money Management held 117 positions worth $1.8B, down 12% from $2.04B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Stadion Money Management withdrew a net $127M in Q3 2015, closing 22 positions and reducing 53 holdings. Its most notable exit was Vanguard Health Care ETF, an estimated $20.4M position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 1.1% of assets, down from 1.3% a quarter earlier, followed by Industrials and Utilities.

Against the trend, Stadion Money Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF worth $22.9M.

  • Stadion Money Management's largest Q3 2015 buy was State Street Consumer Discretionary Select Sector SPDR ETF: 616,006 shares worth $22.9M.
  • Stadion Money Management added most to iShares 1-3 Year Treasury Bond ETF in Q3 2015, an estimated $31.3M increase.
  • Stadion Money Management's biggest Q3 2015 reduction was iShares Core S&P 500 ETF, cutting an estimated $47.9M.
  • Stadion Money Management fully exited Vanguard Health Care ETF in Q3 2015, selling an estimated $20.4M.
  • Stadion Money Management's ten largest holdings make up 80% of its $1.8B portfolio in Q3 2015.
  • Stadion Money Management opened 4 new positions and closed 22 in Q3 2015.
  • Stadion Money Management's portfolio value fell 12% quarter-over-quarter to $1.8B.

Based on Stadion Money Management's 13F filing for Q3 2015, filed 13 Nov 2015.