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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
+2.61%
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
$2.93B
AUM Growth
-$273M
Cap. Flow
-$353M
Cap. Flow %
-12.05%
Top 10 Hldgs %
70.57%
Holding
125
New
5
Increased
38
Reduced
73
Closed
6

Sector Composition

Rank Sector Weight
1 Industrials 0.51%
2 Consumer Staples 0.44%
3 Financials 0.36%
4 Technology 0.34%
5 Healthcare 0.28%
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
$661M 22.57%
2,733,520
-428,401
-14% -$103M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$876B
$451M 15.41%
1,854,884
-174,258
-9% -$42M
IEFA icon
3
iShares Core MSCI EAFE ETF
IEFA
$186B
$231M 7.88%
3,790,690
-473,530
-11% -$28.6M
QQQ icon
4
Invesco QQQ Trust
QQQ
$455B
$195M 6.66%
1,417,093
-968,394
-41% -$133M
IJR icon
5
iShares Core S&P Small-Cap ETF
IJR
$109B
$133M 4.55%
1,901,181
-105,208
-5% -$7.29M
IWM icon
6
iShares Russell 2000 ETF
IWM
$80.9B
$133M 4.53%
940,720
+674,381
+253% +$93.3M
SPMD icon
7
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$91.9M 3.14%
2,966,472
-60,678
-2% -$1.85M
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$58.1M 1.98%
1,668,670
-210,695
-11% -$7.27M
VUG icon
9
Vanguard Growth ETF
VUG
$216B
$57.7M 1.97%
2,726,364
-101,676
-4% -$2.13M
BSV icon
10
Vanguard Short-Term Bond ETF
BSV
$44.6B
$55.2M 1.88%
691,306
-37,646
-5% -$3.01M
LQD icon
11
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$54.8M 1.87%
454,382
+143,199
+46% +$17.1M
IXUS icon
12
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$53.2M 1.82%
927,574
-107,153
-10% -$6.09M
AGG icon
13
iShares Core US Aggregate Bond ETF
AGG
$138B
$40.7M 1.39%
371,564
-20,531
-5% -$2.24M
MINT icon
14
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$34.5M 1.18%
338,848
+8,077
+2% +$821K
MBB icon
15
iShares MBS ETF
MBB
$39B
$34.2M 1.17%
320,807
-9,746
-3% -$1.04M
SPTI icon
16
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$32M 1.09%
1,067,506
+192,468
+22% +$5.79M
SLY
17
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$27.8M 0.95%
452,130
+179,590
+66% +$10.9M
CWI icon
18
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
$26.2M 0.9%
1,103,730
+142,935
+15% +$3.36M
QEFA icon
19
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.04B
$25.8M 0.88%
424,789
+47,553
+13% +$2.87M
ONEV icon
20
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$348M
$25M 0.85%
354,105
-11,984
-3% -$837K
QQEW icon
21
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
$23.9M 0.82%
+447,107
New +$23.7M
SPLB icon
22
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$23.5M 0.8%
845,729
+87,855
+12% +$2.4M
HEFA icon
23
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.44B
$21.5M 0.73%
756,593
+176,625
+30% +$4.99M
SJNK icon
24
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$21.4M 0.73%
763,839
+20,750
+3% +$580K
SPDW icon
25
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$21.3M 0.73%
729,568
+85,420
+13% +$2.46M

Similar funds

Stadion Money Management's Q2 2017 Portfolio in Review

As of Q2 2017, Stadion Money Management held 125 positions worth $2.93B, down 8.5% from $3.2B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Stadion Money Management withdrew a net $353M in Q2 2017, closing 6 positions and reducing 73 holdings. Its most notable exit was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $39.9M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 0.51% of assets, down from 0.89% a quarter earlier, followed by Consumer Staples and Financials.

Against the trend, Stadion Money Management opened a new position in First Trust Nasdaq-100 Select Equal Weight ETF worth $23.9M.

  • Stadion Money Management's largest Q2 2017 buy was First Trust Nasdaq-100 Select Equal Weight ETF: 447,107 shares worth $23.9M.
  • Stadion Money Management added most to iShares Russell 2000 ETF in Q2 2017, an estimated $93.3M increase.
  • Stadion Money Management's biggest Q2 2017 reduction was Invesco QQQ Trust, cutting an estimated $133M.
  • Stadion Money Management fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2017, selling an estimated $39.9M.
  • Stadion Money Management's ten largest holdings make up 71% of its $2.93B portfolio in Q2 2017.
  • Stadion Money Management opened 5 new positions and closed 6 in Q2 2017.
  • Stadion Money Management's portfolio value fell 8.5% quarter-over-quarter to $2.93B.

Based on Stadion Money Management's 13F filing for Q2 2017, filed 14 Aug 2017.