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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
-6.97%
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
$2.29B
AUM Growth
-$427M
Cap. Flow
-$182M
Cap. Flow %
-7.92%
Top 10 Hldgs %
62.4%
Holding
130
New
17
Increased
11
Reduced
80
Closed
22
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$876B
$269M 11.73%
1,068,906
-32,460
-3% -$8.81M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$202M 8.82%
808,938
-1,396,060
-63% -$376M
SPDW icon
3
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$196M 8.55%
7,405,098
-2,862,556
-28% -$80.7M
SPAB icon
4
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$193M 8.41%
6,924,889
+6,093,705
+733% +$168M
TOTL icon
5
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$161M 7.02%
+3,395,228
New +$160M
MINT icon
6
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$114M 4.96%
1,127,116
+727,885
+182% +$73.8M
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$138B
$98.4M 4.29%
923,829
+583,421
+171% +$61.2M
SPMD icon
8
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$70.7M 3.08%
2,402,288
+77,294
+3% +$2.52M
BOND icon
9
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$65.7M 2.86%
+638,899
New +$64.9M
SPSB icon
10
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$61M 2.66%
2,022,717
+1,403,203
+227% +$42.2M
ISTB icon
11
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$54.7M 2.39%
+1,115,920
New +$54.5M
SHV icon
12
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$50.7M 2.21%
459,370
+230
+0.1% +$25.4K
VUG icon
13
Vanguard Growth ETF
VUG
$216B
$46.3M 2.02%
2,069,580
-740,772
-26% -$17.9M
QQQ icon
14
Invesco QQQ Trust
QQQ
$455B
$44.5M 1.94%
288,254
-759,617
-72% -$127M
BIL icon
15
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$41.6M 1.82%
+454,907
New +$41.6M
SPLB icon
16
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$35.2M 1.53%
1,385,876
-84,039
-6% -$2.13M
SPEM icon
17
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$31.1M 1.36%
960,504
-707,096
-42% -$23.3M
ONEV icon
18
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$348M
$31M 1.35%
460,052
-20,958
-4% -$1.51M
IJR icon
19
iShares Core S&P Small-Cap ETF
IJR
$109B
$30.3M 1.32%
437,640
-824,647
-65% -$63.7M
SPBO icon
20
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.08B
$29.8M 1.3%
+975,270
New +$29.7M
ILTB icon
21
iShares Core 10+ Year USD Bond ETF
ILTB
$596M
$26.9M 1.17%
+455,030
New +$26.4M
IWM icon
22
iShares Russell 2000 ETF
IWM
$80.9B
$24.6M 1.07%
183,540
-70,090
-28% -$10.5M
EEM icon
23
iShares MSCI Emerging Markets ETF
EEM
$28B
$23.4M 1.02%
+599,835
New +$24M
MBB icon
24
iShares MBS ETF
MBB
$39B
$23.2M 1.01%
222,051
-66,934
-23% -$6.89M
FXI icon
25
iShares China Large-Cap ETF
FXI
$4.31B
$23M 1%
+587,809
New +$23.7M

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Stadion Money Management's Q4 2018 Portfolio in Review

As of Q4 2018, Stadion Money Management held 130 positions worth $2.29B, down 16% from $2.72B the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Stadion Money Management withdrew a net $182M in Q4 2018, closing 22 positions and reducing 80 holdings. Its most notable exit was Vanguard Short-Term Bond ETF, an estimated $48.4M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 0.32% of assets, down from 0.34% a quarter earlier, followed by Consumer Staples and Healthcare.

Against the trend, Stadion Money Management opened a new position in State Street DoubleLine Total Return Tactical ETF worth $161M.

  • Stadion Money Management's largest Q4 2018 buy was State Street DoubleLine Total Return Tactical ETF: 3,395,228 shares worth $161M.
  • Stadion Money Management added most to State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018, an estimated $168M increase.
  • Stadion Money Management's biggest Q4 2018 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $376M.
  • Stadion Money Management fully exited Vanguard Short-Term Bond ETF in Q4 2018, selling an estimated $48.4M.
  • Stadion Money Management's ten largest holdings make up 62% of its $2.29B portfolio in Q4 2018.
  • Stadion Money Management opened 17 new positions and closed 22 in Q4 2018.
  • Stadion Money Management's portfolio value fell 16% quarter-over-quarter to $2.29B.

Based on Stadion Money Management's 13F filing for Q4 2018, filed 14 Feb 2019.