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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
+0.94%
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
$2.69B
AUM Growth
-$150M
Cap. Flow
-$172M
Cap. Flow %
-6.39%
Top 10 Hldgs %
71.01%
Holding
92
New
1
Increased
10
Reduced
62
Closed
10
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
$512M 19.07%
1,725,894
-826,574
-32% -$244M
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$301M 11.22%
10,268,171
-1,756,693
-15% -$50.9M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$876B
$260M 9.66%
869,507
-61,210
-7% -$18.2M
SPAB icon
4
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$248M 9.23%
8,359,911
+7,249,474
+653% +$213M
BIL icon
5
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$192M 7.13%
+2,091,720
New +$191M
QQQ icon
6
Invesco QQQ Trust
QQQ
$455B
$151M 5.62%
799,170
-409,669
-34% -$77.7M
SPMD icon
7
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$75.3M 2.8%
2,220,562
-47,400
-2% -$1.6M
VUG icon
8
Vanguard Growth ETF
VUG
$216B
$57.6M 2.15%
2,079,702
-17,898
-0.9% -$497K
IYR icon
9
iShares US Real Estate ETF
IYR
$4.59B
$57.4M 2.14%
614,066
-5,091
-0.8% -$464K
ISTB icon
10
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$53.4M 1.99%
1,058,130
-26,240
-2% -$1.32M
SHV icon
11
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$41.5M 1.55%
375,368
-114,052
-23% -$12.6M
SPLB icon
12
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$41.4M 1.54%
1,374,697
-6,100
-0.4% -$180K
VEA icon
13
Vanguard FTSE Developed Markets ETF
VEA
$226B
$40.8M 1.52%
994,004
-8,450
-0.8% -$345K
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$115B
$40.8M 1.52%
1,012,048
+621,088
+159% +$24.8M
MINT icon
15
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$40.2M 1.5%
395,593
-3,696
-0.9% -$376K
SPBO icon
16
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.08B
$36.5M 1.36%
1,078,392
+31,870
+3% +$1.07M
SPY icon
17
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$35.6M 1.33%
120,000
-25,000
-17% -$7.39M
SPEM icon
18
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$34.9M 1.3%
1,018,199
-1,202,497
-54% -$41.7M
ONEV icon
19
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$348M
$33.6M 1.25%
411,936
-9,900
-2% -$795K
IJR icon
20
iShares Core S&P Small-Cap ETF
IJR
$109B
$29.6M 1.1%
379,851
-308,561
-45% -$23.9M
XLP icon
21
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$28.7M 1.07%
466,902
-3,996
-0.8% -$240K
FXI icon
22
iShares China Large-Cap ETF
FXI
$4.31B
$26.6M 0.99%
669,012
-5,689
-0.8% -$231K
GLD icon
23
SPDR Gold Trust
GLD
$131B
$26.2M 0.98%
188,609
+56,722
+43% +$7.89M
ILTB icon
24
iShares Core 10+ Year USD Bond ETF
ILTB
$596M
$26M 0.97%
374,598
-43,270
-10% -$2.94M
AGG icon
25
iShares Core US Aggregate Bond ETF
AGG
$138B
$23.9M 0.89%
211,299
-20,020
-9% -$2.25M

Similar funds

Stadion Money Management's Q3 2019 Portfolio in Review

As of Q3 2019, Stadion Money Management held 92 positions worth $2.69B, down 5.3% from $2.84B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Stadion Money Management withdrew a net $172M in Q3 2019, closing 10 positions and reducing 62 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $33.7M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 0.17% of assets, down from 0.19% a quarter earlier, followed by Consumer Staples and Healthcare.

Against the trend, Stadion Money Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $192M.

  • Stadion Money Management's largest Q3 2019 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 2,091,720 shares worth $192M.
  • Stadion Money Management added most to State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019, an estimated $213M increase.
  • Stadion Money Management's biggest Q3 2019 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $244M.
  • Stadion Money Management fully exited iShares Russell 2000 ETF in Q3 2019, selling an estimated $33.7M.
  • Stadion Money Management's ten largest holdings make up 71% of its $2.69B portfolio in Q3 2019.
  • Stadion Money Management opened 1 new position and closed 10 in Q3 2019.
  • Stadion Money Management's portfolio value fell 5.3% quarter-over-quarter to $2.69B.

Based on Stadion Money Management's 13F filing for Q3 2019, filed 14 Nov 2019.