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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
+1.69%
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
$2.92B
AUM Growth
-$482M
Cap. Flow
-$520M
Cap. Flow %
-17.83%
Top 10 Hldgs %
74.44%
Holding
130
New
21
Increased
52
Reduced
29
Closed
26
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$876B
$556M 19.06%
2,640,776
-392,974
-13% -$82M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$394M 13.5%
1,880,136
+1,618,058
+617% +$336M
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$186B
$367M 12.6%
7,079,252
+2,576,548
+57% +$138M
MINT icon
4
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$258M 8.85%
2,551,416
+2,397,020
+1,553% +$242M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$109B
$245M 8.39%
4,212,940
+1,682,534
+66% +$95.9M
HDV
6
iShares Core High Dividend ETF
HDV
$14.4B
$80.1M 2.75%
+4,872,930
New +$77.6M
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$77.6M 2.66%
+2,597,820
New +$76.2M
BSV icon
8
Vanguard Short-Term Bond ETF
BSV
$44.6B
$66.2M 2.27%
816,282
-761
-0.1% -$61.3K
BIL icon
9
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$65.1M 2.23%
+712,238
New +$65.1M
IWM icon
10
iShares Russell 2000 ETF
IWM
$80.9B
$61.9M 2.12%
538,444
+266,911
+98% +$30.1M
NEAR icon
11
iShares Short Maturity Bond ETF
NEAR
$4.8B
$53.2M 1.82%
+1,059,863
New +$53.1M
AGG icon
12
iShares Core US Aggregate Bond ETF
AGG
$138B
$48.6M 1.67%
431,467
-1,413,336
-77% -$157M
VUG icon
13
Vanguard Growth ETF
VUG
$216B
$48.2M 1.65%
2,698,524
+164,694
+6% +$2.93M
LQD icon
14
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$40.8M 1.4%
332,648
-9,539
-3% -$1.14M
MBB icon
15
iShares MBS ETF
MBB
$39B
$36.7M 1.26%
333,345
+260,984
+361% +$28.6M
IEMG icon
16
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$36.2M 1.24%
866,220
+61,815
+8% +$2.53M
IEF icon
17
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$31.4M 1.08%
278,340
+4,671
+2% +$517K
STIP icon
18
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$26.6M 0.91%
+262,087
New +$26.4M
SPSB icon
19
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$26.6M 0.91%
863,953
-7,870,435
-90% -$241M
SHM icon
20
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$26.6M 0.91%
+541,049
New +$26.5M
ONEV icon
21
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$348M
$25.6M 0.88%
+401,973
New +$25.1M
BLV icon
22
Vanguard Long-Term Bond ETF
BLV
$5.75B
$22.7M 0.78%
231,702
-12,891
-5% -$1.22M
SJNK icon
23
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$19.5M 0.67%
723,077
+137,198
+23% +$3.63M
SPLV icon
24
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$18.2M 0.62%
+426,018
New +$17.3M
QEMM icon
25
State Street SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$53.9M
$17.1M 0.58%
341,962
+166,035
+94% +$8.12M

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Stadion Money Management's Q2 2016 Portfolio in Review

As of Q2 2016, Stadion Money Management held 130 positions worth $2.92B, down 14% from $3.4B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Stadion Money Management withdrew a net $520M in Q2 2016, closing 26 positions and reducing 29 holdings. Its most notable exit was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $213M position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 0.87% of assets, up from 0.68% a quarter earlier, followed by Industrials and Financials.

Against the trend, Stadion Money Management opened a new position in iShares Core High Dividend ETF worth $80.1M.

  • Stadion Money Management's largest Q2 2016 buy was iShares Core High Dividend ETF: 4,872,930 shares worth $80.1M.
  • Stadion Money Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2016, an estimated $336M increase.
  • Stadion Money Management's biggest Q2 2016 reduction was Invesco QQQ Trust, cutting an estimated $394M.
  • Stadion Money Management fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2016, selling an estimated $213M.
  • Stadion Money Management's ten largest holdings make up 74% of its $2.92B portfolio in Q2 2016.
  • Stadion Money Management opened 21 new positions and closed 26 in Q2 2016.
  • Stadion Money Management's portfolio value fell 14% quarter-over-quarter to $2.92B.

Based on Stadion Money Management's 13F filing for Q2 2016, filed 15 Aug 2016.