Strategic Point Investment Advisors
Latest statistics and disclosures from Strategic Point Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, IEI, IVE, ITOT, and represent 48.45% of Strategic Point Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$12M), QUAL (+$6.4M), ITOT, XLK, IEI, IEFA, IVV, IEF, SPSB, SHV.
- Started 1 new stock position in KO.
- Reduced shares in these 10 stocks: SPYD (-$16M), IVE (-$12M), SPY, DSI, AAPL, VTI, USMV, NULV, VGSH, ESGU.
- Sold out of its position in SPYD.
- Strategic Point Investment Advisors was a net buyer of stock by $2.3M.
- Strategic Point Investment Advisors has $551M in assets under management (AUM), dropping by 6.47%.
- Central Index Key (CIK): 0001295044
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Portfolio Holdings for Strategic Point Investment Advisors
Strategic Point Investment Advisors holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Strategic Point Investment Advisors
SEC 13F filings are viewable for Strategic Point Investment Advisors going back to 2011
- Strategic Point Investment Advisors 2024 Q1 filed May 14, 2024
- Strategic Point Investment Advisors 2023 Q4 restated filed Feb. 12, 2024
- Strategic Point Investment Advisors 2023 Q4 filed Feb. 8, 2024
- Strategic Point Investment Advisors 2023 Q3 filed Nov. 1, 2023
- Strategic Point Investment Advisors 2023 Q2 filed Aug. 14, 2023
- Strategic Point Investment Advisors 2023 Q1 filed April 28, 2023
- Strategic Point Investment Advisors 2022 Q4 filed Feb. 1, 2023
- Strategic Point Investment Advisors 2022 Q3 filed Nov. 2, 2022
- Strategic Point Investment Advisors 2022 Q2 filed Aug. 12, 2022
- Strategic Point Investment Advisors 2022 Q1 filed May 11, 2022
- Strategic Point Investment Advisors 2021 Q4 filed Feb. 8, 2022
- Strategic Point Investment Advisors 2021 Q3 filed Nov. 12, 2021
- Strategic Point Investment Advisors 2021 Q2 filed July 19, 2021
- Strategic Point Investment Advisors 2021 Q1 filed May 11, 2021
- Strategic Point Investment Advisors 2020 Q4 filed Feb. 3, 2021
- Strategic Point Investment Advisors 2020 Q3 filed Nov. 13, 2020