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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
+5.17%
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
$3.2B
AUM Growth
+$39.9M
Cap. Flow
-$114M
Cap. Flow %
-3.55%
Top 10 Hldgs %
70.48%
Holding
125
New
9
Increased
77
Reduced
27
Closed
5
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$745M 23.28%
3,161,921
-181,436
-5% -$42.2M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$876B
$481M 15.04%
2,029,142
-181,519
-8% -$42.5M
QQQ icon
3
Invesco QQQ Trust
QQQ
$455B
$316M 9.86%
2,385,487
+45,662
+2% +$5.83M
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$186B
$247M 7.72%
4,264,220
+334,987
+9% +$18.8M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$109B
$139M 4.33%
2,006,389
-199,815
-9% -$13.8M
SPMD icon
6
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$91.9M 2.87%
3,027,150
+352,263
+13% +$10.6M
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$123B
$64.4M 2.01%
1,879,365
-169,295
-8% -$5.76M
BSV icon
8
Vanguard Short-Term Bond ETF
BSV
$44.6B
$58.1M 1.81%
728,952
-46,038
-6% -$3.66M
VUG icon
9
Vanguard Growth ETF
VUG
$216B
$57.3M 1.79%
2,828,040
+44,640
+2% +$881K
IXUS icon
10
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$56.7M 1.77%
1,034,727
-1,420,962
-58% -$75.7M
XLK icon
11
State Street Technology Select Sector SPDR ETF
XLK
$115B
$53.8M 1.68%
2,018,116
-14,164
-0.7% -$365K
AGG icon
12
iShares Core US Aggregate Bond ETF
AGG
$138B
$42.5M 1.33%
392,095
-25,902
-6% -$2.8M
DIA icon
13
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$39.9M 1.25%
193,608
-11,767
-6% -$2.4M
TBF icon
14
ProShares Short 20+ Year Treasury ETF
TBF
$84.9M
$36.7M 1.15%
1,564,122
+109,000
+7% +$2.58M
LQD icon
15
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$36.7M 1.15%
311,183
-13,691
-4% -$1.61M
IWM icon
16
iShares Russell 2000 ETF
IWM
$80.9B
$36.6M 1.14%
266,339
-203,110
-43% -$27.7M
MBB icon
17
iShares MBS ETF
MBB
$39B
$35.2M 1.1%
330,553
-2,909
-0.9% -$309K
MINT icon
18
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$33.6M 1.05%
330,771
-2
-0% -$203
SPTI icon
19
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$26.2M 0.82%
875,038
+135,374
+18% +$4.04M
ONEV icon
20
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$348M
$25.4M 0.79%
366,089
-2,835
-0.8% -$193K
CWI icon
21
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
$21.8M 0.68%
960,795
-672,984
-41% -$14.9M
QEFA icon
22
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
$21.8M 0.68%
377,236
+250,212
+197% +$14.1M
KBE icon
23
State Street SPDR S&P Bank ETF
KBE
$1.64B
$21.2M 0.66%
493,889
+7,390
+2% +$325K
SJNK icon
24
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$20.8M 0.65%
743,089
-921
-0.1% -$25.7K
SPLB icon
25
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$20.3M 0.63%
757,874
+186,582
+33% +$4.97M

Similar funds

Stadion Money Management's Q1 2017 Portfolio in Review

As of Q1 2017, Stadion Money Management held 125 positions worth $3.2B, up 1.3% from $3.16B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Stadion Money Management withdrew a net $114M in Q1 2017, closing 5 positions and reducing 27 holdings. Its most notable exit was Invesco S&P 500 Low Volatility ETF, an estimated $13.9M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 0.89% of assets, up from 0.83% a quarter earlier, followed by Consumer Staples and Financials.

Against the trend, Stadion Money Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF worth $18.6M.

  • Stadion Money Management's largest Q1 2017 buy was State Street Consumer Staples Select Sector SPDR ETF: 339,882 shares worth $18.6M.
  • Stadion Money Management added most to iShares Core MSCI EAFE ETF in Q1 2017, an estimated $18.8M increase.
  • Stadion Money Management's biggest Q1 2017 reduction was iShares Core MSCI Total International Stock ETF, cutting an estimated $75.7M.
  • Stadion Money Management fully exited Invesco S&P 500 Low Volatility ETF in Q1 2017, selling an estimated $13.9M.
  • Stadion Money Management's ten largest holdings make up 70% of its $3.2B portfolio in Q1 2017.
  • Stadion Money Management opened 9 new positions and closed 5 in Q1 2017.
  • Stadion Money Management's portfolio value rose 1.3% quarter-over-quarter to $3.2B.

Based on Stadion Money Management's 13F filing for Q1 2017, filed 15 May 2017.