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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
+5.5%
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
$2.51B
AUM Growth
+$55.4M
Cap. Flow
-$102M
Cap. Flow %
-4.06%
Top 10 Hldgs %
65.84%
Holding
90
New
9
Increased
17
Reduced
14
Closed
11
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$556M 22.16%
14,118,578
-413,001
-3% -$16.1M
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$291M 11.63%
9,961,877
+12,742
+0.1% +$372K
SPGM icon
3
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.7B
$154M 6.13%
3,551,715
-121,274
-3% -$5.18M
SPAB icon
4
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$143M 5.69%
4,629,425
+3,628,113
+362% +$112M
SPSM icon
5
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$133M 5.3%
4,856,485
-37,569
-0.8% -$1.05M
QQQ icon
6
Invesco QQQ Trust
QQQ
$449B
$97.6M 3.89%
351,223
-664,354
-65% -$180M
BIL icon
7
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$85.3M 3.4%
+932,303
New +$85.3M
MINT icon
8
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$67.1M 2.68%
658,013
+540,436
+460% +$55M
VUG icon
9
Vanguard Growth ETF
VUG
$216B
$64.2M 2.56%
1,691,322
SPYG icon
10
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
$60.2M 2.4%
1,201,024
SPEM icon
11
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$57.6M 2.3%
1,576,133
-70,589
-4% -$2.58M
IWO icon
12
iShares Russell 2000 Growth ETF
IWO
$14.4B
$55.4M 2.21%
250,121
JPST icon
13
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$55.1M 2.2%
+1,085,241
New +$55.1M
SGOV icon
14
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$48.1M 1.92%
+480,465
New +$48.1M
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$43.3M 1.73%
129,440
-668,609
-84% -$222M
SPLB icon
16
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$41.9M 1.67%
1,318,196
+36,657
+3% +$1.19M
ISTB icon
17
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$41.7M 1.66%
809,024
+44,356
+6% +$2.29M
SHV icon
18
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$41.5M 1.66%
374,810
SPBO icon
19
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.1B
$37.8M 1.51%
1,067,030
+42,602
+4% +$1.52M
GSLC icon
20
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$32.5M 1.3%
477,213
-18,126
-4% -$1.22M
QUS icon
21
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$29.1M 1.16%
307,154
+7,013
+2% +$655K
GDX icon
22
VanEck Gold Miners ETF
GDX
$23.2B
$27.6M 1.1%
705,447
XLB icon
23
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$25.4M 1.01%
+798,710
New +$24.8M
IUSB icon
24
iShares Core Universal USD Bond ETF
IUSB
$43B
$22.9M 0.91%
420,468
+7,846
+2% +$429K
AGG icon
25
iShares Core US Aggregate Bond ETF
AGG
$138B
$22.8M 0.91%
193,450
+6,721
+4% +$797K

Similar funds

Stadion Money Management's Q3 2020 Portfolio in Review

As of Q3 2020, Stadion Money Management held 90 positions worth $2.51B, up 2.3% from $2.45B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Stadion Money Management withdrew a net $102M in Q3 2020, closing 11 positions and reducing 14 holdings. Its most notable exit was iShares 7-10 Year Treasury Bond ETF, an estimated $47.5M position sold in full.

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

Against the trend, Stadion Money Management opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $85.3M.

  • Stadion Money Management's largest Q3 2020 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 932,303 shares worth $85.3M.
  • Stadion Money Management added most to State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020, an estimated $112M increase.
  • Stadion Money Management's biggest Q3 2020 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $222M.
  • Stadion Money Management fully exited iShares 7-10 Year Treasury Bond ETF in Q3 2020, selling an estimated $47.5M.
  • Stadion Money Management's ten largest holdings make up 66% of its $2.51B portfolio in Q3 2020.
  • Stadion Money Management opened 9 new positions and closed 11 in Q3 2020.
  • Stadion Money Management's portfolio value rose 2.3% quarter-over-quarter to $2.51B.

Based on Stadion Money Management's 13F filing for Q3 2020, filed 16 Nov 2020.