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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
+18.71%
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
$2.45B
AUM Growth
+$747M
Cap. Flow
+$477M
Cap. Flow %
19.45%
Top 10 Hldgs %
73.14%
Holding
82
New
11
Increased
13
Reduced
17
Closed
1
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$527M 21.49%
14,531,579
+2,460,794
+20% +$84.6M
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$275M 11.21%
9,949,135
+1,913,455
+24% +$50.1M
QQQ icon
3
Invesco QQQ Trust
QQQ
$455B
$251M 10.26%
1,015,577
+655,804
+182% +$147M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$246M 10.04%
798,049
+610,174
+325% +$179M
SPGM icon
5
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.7B
$146M 5.97%
+3,672,989
New +$137M
SPSM icon
6
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$130M 5.3%
4,894,054
+306,642
+7% +$7.53M
VUG icon
7
Vanguard Growth ETF
VUG
$216B
$57M 2.32%
1,691,322
SPEM icon
8
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$55.1M 2.25%
1,646,722
+657,603
+66% +$20.6M
SPYG icon
9
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$54M 2.2%
+1,201,024
New +$49.9M
IWO icon
10
iShares Russell 2000 Growth ETF
IWO
$14.5B
$51.7M 2.11%
+250,121
New +$46.8M
IEF icon
11
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$47.5M 1.94%
+389,477
New +$47.3M
SHV icon
12
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$41.5M 1.69%
374,810
SPLB icon
13
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$40.6M 1.66%
1,281,539
-46,287
-3% -$1.41M
ISTB icon
14
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$39.4M 1.61%
764,668
-23,347
-3% -$1.19M
SPBO icon
15
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.08B
$36.1M 1.47%
1,024,428
-14,915
-1% -$510K
GSLC icon
16
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$31M 1.26%
495,339
-55,759
-10% -$3.31M
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$30.9M 1.26%
1,001,312
-5,998,185
-86% -$183M
IBB icon
18
iShares Biotechnology ETF
IBB
$9.31B
$27.5M 1.12%
+200,879
New +$25.6M
QUS icon
19
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$26.5M 1.08%
300,141
-7,150
-2% -$610K
GDX icon
20
VanEck Gold Miners ETF
GDX
$23B
$25.9M 1.06%
+705,447
New +$23.2M
FEZ icon
21
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$23.8M 0.97%
+668,540
New +$21.6M
KOMP icon
22
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.59B
$22.6M 0.92%
+607,141
New +$20.3M
IUSB icon
23
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$22.4M 0.91%
412,622
-16,751
-4% -$898K
AGG icon
24
iShares Core US Aggregate Bond ETF
AGG
$138B
$22.1M 0.9%
186,729
-145
-0.1% -$17K
SPY icon
25
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$21.1M 0.86%
68,500
-15,000
-18% -$4.39M

Similar funds

Stadion Money Management's Q2 2020 Portfolio in Review

As of Q2 2020, Stadion Money Management held 82 positions worth $2.45B, up 44% from $1.7B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Stadion Money Management deployed $477M of net new capital in Q2 2020, opening 11 new positions and adding to 13 existing holdings. Its largest new stake was State Street SPDR Portfolio MSCI Global Stock Market ETF: 3,672,989 shares worth $146M.

By sector, the portfolio is most concentrated in Healthcare at 0.12% of assets, down from 0.16% a quarter earlier, followed by Consumer Staples and Industrials.

On the sell side, the largest reduction was State Street SPDR Portfolio Aggregate Bond ETF, an estimated $183M trimmed.

  • Stadion Money Management's largest Q2 2020 buy was State Street SPDR Portfolio MSCI Global Stock Market ETF: 3,672,989 shares worth $146M.
  • Stadion Money Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2020, an estimated $179M increase.
  • Stadion Money Management's biggest Q2 2020 reduction was State Street SPDR Portfolio Aggregate Bond ETF, cutting an estimated $183M.
  • Stadion Money Management fully exited State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020, selling an estimated $35.5M.
  • Stadion Money Management's ten largest holdings make up 73% of its $2.45B portfolio in Q2 2020.
  • Stadion Money Management opened 11 new positions and closed 1 in Q2 2020.
  • Stadion Money Management's portfolio value rose 44% quarter-over-quarter to $2.45B.

Based on Stadion Money Management's 13F filing for Q2 2020, filed 14 Aug 2020.