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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
+2.39%
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
$2.8B
AUM Growth
-$72.3M
Cap. Flow
-$112M
Cap. Flow %
-4.01%
Top 10 Hldgs %
70.61%
Holding
121
New
8
Increased
23
Reduced
79
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
$593M 21.15%
2,185,642
+353,731
+19% +$95.5M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$876B
$334M 11.91%
1,222,535
-64,509
-5% -$17.5M
SPDW icon
3
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$310M 11.07%
10,210,465
-293,464
-3% -$9.28M
QQQ icon
4
Invesco QQQ Trust
QQQ
$455B
$193M 6.88%
1,123,830
+700,212
+165% +$117M
IWM icon
5
iShares Russell 2000 ETF
IWM
$80.9B
$176M 6.28%
1,075,467
+839,561
+356% +$134M
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$109B
$112M 4%
1,344,326
-77,787
-5% -$6.34M
SPMD icon
7
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$84.3M 3.01%
2,417,121
-167,862
-6% -$5.77M
VUG icon
8
Vanguard Growth ETF
VUG
$216B
$69.2M 2.47%
2,771,568
-1,356
-0% -$33.3K
SPEM icon
9
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$57.5M 2.05%
1,627,502
+51,599
+3% +$1.94M
BSV icon
10
Vanguard Short-Term Bond ETF
BSV
$44.6B
$50M 1.79%
639,876
+1,278
+0.2% +$99.8K
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$123B
$47.2M 1.68%
1,212,130
-82,340
-6% -$3.18M
SHV icon
12
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$44.7M 1.59%
404,795
-185,504
-31% -$20.5M
AGG icon
13
iShares Core US Aggregate Bond ETF
AGG
$138B
$37.4M 1.33%
351,508
+3,579
+1% +$380K
ONEV icon
14
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$348M
$36.9M 1.32%
505,170
-6,932
-1% -$501K
SPLB icon
15
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$36.6M 1.3%
1,400,023
+40,741
+3% +$1.08M
SPTI icon
16
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$36.2M 1.29%
1,232,974
-471,992
-28% -$13.8M
MINT icon
17
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$34.4M 1.23%
339,049
-1,156,668
-77% -$117M
MBB icon
18
iShares MBS ETF
MBB
$39B
$31.9M 1.14%
306,189
-11,041
-3% -$1.15M
LQD icon
19
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$28M 1%
244,080
+2,922
+1% +$336K
SLY
20
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$27.7M 0.99%
382,611
-21,623
-5% -$1.53M
SPIB icon
21
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$27.2M 0.97%
817,640
-62,441
-7% -$2.08M
GSLC icon
22
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$23.9M 0.85%
436,560
-22,492
-5% -$1.23M
SLYG icon
23
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.02B
$23.2M 0.83%
+367,508
New +$22.6M
SJNK icon
24
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$22.4M 0.8%
819,991
-4,072
-0.5% -$112K
IGV icon
25
iShares Expanded Tech-Software Sector ETF
IGV
$13B
$22.3M 0.8%
+611,275
New +$22M

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Stadion Money Management's Q2 2018 Portfolio in Review

As of Q2 2018, Stadion Money Management held 121 positions worth $2.8B, down 2.5% from $2.88B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Stadion Money Management withdrew a net $112M in Q2 2018, closing 5 positions and reducing 79 holdings. Its most notable exit was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $242M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 0.35% of assets, down from 0.44% a quarter earlier, followed by Consumer Staples and Financials.

Against the trend, Stadion Money Management opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF worth $23.2M.

  • Stadion Money Management's largest Q2 2018 buy was State Street SPDR S&P 600 Small Cap Growth ETF: 367,508 shares worth $23.2M.
  • Stadion Money Management added most to iShares Russell 2000 ETF in Q2 2018, an estimated $134M increase.
  • Stadion Money Management's biggest Q2 2018 reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, cutting an estimated $117M.
  • Stadion Money Management fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2018, selling an estimated $242M.
  • Stadion Money Management's ten largest holdings make up 71% of its $2.8B portfolio in Q2 2018.
  • Stadion Money Management opened 8 new positions and closed 5 in Q2 2018.
  • Stadion Money Management's portfolio value fell 2.5% quarter-over-quarter to $2.8B.

Based on Stadion Money Management's 13F filing for Q2 2018, filed 14 Aug 2018.