Stadion Money Management, LLC

Q1 2014 13F-HR Holdings

Location
Watkinsville, GA
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
98
Total value ($000)
$2,404,014
Net value change ($000)
-2,618,063 (-52.1%)
New positions
21
Sold out positions
17
Turnover %
36.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLP 158,230 NEW
XLE 39,575 NEW
SOXX 5,998 NEW
LQD 4,315 14.1%
INVESCO EXCHANGE-TRADED FUND TRUST 3,792 NEW
KIE 3,705 NEW
iSHARES TRUST 3,602 NEW
VCIT 3,555 63.4%
EEM 3,530 NEW
PFF 3,414 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -726,839 -100.0%
INVSC QQQ TRUST SRS 1 ETF -719,560 -99.1%
OEF -318,769 -97.7%
IVV -239,301 -19.6%
IWF -238,776 -100.0%
XLI -170,003 -100.0%
VUG -169,035 -94.9%
XLF -157,715 -100.0%
Guggenheim S&P 500 Equal Weigh -83,841 -88.3%
TLH -8,632 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,541 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type