Stadion Money Management, LLC
Stadion Money Management, LLC is a privately owned investment adviser headquartered in Watkinsville, Georgia. Founded in 1993, Stadion specializes in retirement managed account technology, providing personalized investment solutions through financial advisors and employer retirement plans. The firm serves individuals, plan sponsors, and advisors, and was acquired by Smart Pension Ltd. in 2022. Stadion has approximately 39 employees.
Investment Strategy
Stadion focuses on delivering personalized retirement investment solutions using managed accounts and proprietary technology like Stadion Connect. They emphasize participant-level customization, work with advisors and plan sponsors, and use a rules-based, risk-managed approach across equities and fixed income to enhance retirement readiness for individuals. Their philosophy centers on empowering retirement investors with tailored advice and technology integration through multiple record-keeping partners.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 20.14% | $245.3M | 3,374,987 | $36.69 | $72.69 | -$40.9M |
S SPDW | SPDR INDEX SHS FDS | 13.75% | $167.5M | 4,136,950 | $31.17 | $40.49 | -$29.9M |
S SPY | SPDR S&P 500 ETF TR | 8.73% | $106.4M | 172,133 | $617.85 | $617.85 | +$106.4M |
Q QQQ | INVESCO QQQ TR | 8.47% | $103.3M | 187,170 | $551.64 | $551.64 | +$103.3M |
B BKLC | BNY MELLON ETF TRUST | 7.06% | $86.0M | 728,410 | $91.81 | $118.43 | +$3.3M |