Strategic Point Investment Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 6, 2024
Value $
$558M
Signature - Title
Laura Bard - Compliance Associate
Location
294 West Exchange Street, Providence, RI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 34 $558M +$369K -$3.22M -$2.85M SPY, IVV, IEI, IVE, ITOT 13F-HR 8/6/2024, 10:51 AM
Q1 2024 33 $551M +$31.1M -$28.8M +$2.32M SPY, IVV, IEI, IVE, ITOT 13F-HR 5/14/2024, 12:14 PM
Q4 2023 33 $517M +$32.5M -$26.3M +$6.16M SPY, IVE, IVV, IEI, ITOT Restatement 2/12/2024, 03:31 PM
Q3 2023 34 $468M +$7.52M -$9.49M -$1.98M SPY, IVE, IVV, ITOT, IEI 13F-HR 11/1/2023, 02:41 PM
Q2 2023 34 $488M +$41.7M -$22.1M +$19.6M SPY, IVE, IVV, ITOT, IEI 13F-HR 8/14/2023, 12:08 PM
Q1 2023 31 $449M +$33.8M -$20.8M +$13M SPY, IVE, IVV, ITOT, CCOR 13F-HR 4/28/2023, 11:26 AM
Q4 2022 30 $416M +$48.4M -$18.8M +$29.6M SPY, IVE, IVV, ITOT, IEF 13F-HR 2/1/2023, 02:56 PM
Q3 2022 29 $357M +$28.7M -$8.72M +$20M SPY, IVE, IVV, ITOT, IAU 13F-HR 11/2/2022, 10:32 AM
Q2 2022 28 $360M +$20.2M -$40.8M -$20.6M SPY, IVE, IVV, ITOT, IAU 13F-HR 8/12/2022, 04:36 PM
Q1 2022 29 $438M +$41.7M -$26.1M +$15.6M SPY, IVE, IVV, ITOT, QUAL 13F-HR 5/11/2022, 02:35 PM
Q4 2021 24 $443M +$8.05M -$6.51M +$1.54M SPY, IVV, ITOT, USMV, QUAL 13F-HR 2/8/2022, 04:17 PM
Q3 2021 27 $408M +$1.86M -$2.71M -$848K SPY, IVV, ITOT, USMV, QUAL 13F-HR 11/12/2021, 09:28 AM
Q2 2021 30 $411M +$37.3M -$28.9M +$8.33M SPY, IVV, ITOT, USMV, QUAL 13F-HR 7/19/2021, 01:32 PM
Q1 2021 26 $378M +$12.6M -$7.72M +$4.9M SPY, ITOT, USMV, IVV, QUAL 13F-HR 5/11/2021, 12:40 PM
Q4 2020 24 $361M +$31.9M -$14.2M +$17.7M SPY, USMV, IVV, ITOT, IAUXXXX 13F-HR 2/3/2021, 05:27 PM
Q3 2020 23 $315M +$2.76M -$2.38M +$379K SPY, USMV, IAUXXXX, IVV, ITOT Restatement 11/13/2020, 01:24 PM
Q2 2020 23 $306M +$45.2M -$21.2M +$23.9M SPY, USMV, IAUXXXX, IVV, ITOT 13F-HR 7/29/2020, 12:54 PM
Q1 2020 24 $233M +$33.7M -$23.9M +$9.8M SPY, USMV, ITOT, IAUXXXX, IVV 13F-HR 5/11/2020, 03:51 PM
Q4 2019 24 $274M +$8.05M -$10.4M -$2.32M SPY, ITOT, IVV, IXUS, VO 13F-HR 1/8/2020, 02:42 PM
Q3 2019 22 $256M +$21.5M -$3.47M +$18.1M SPY, ITOT, IVV, VO, IXUS 13F-HR 10/28/2019, 04:29 PM
Q2 2019 17 $236M +$24.9M -$18.9M +$5.94M SPY, ITOT, IVV, VO, IXUS 13F-HR 8/14/2019, 12:39 PM
Q1 2019 17 $223M $0 -$16.7M -$16.7M SPY, ITOT, IVV, VO, IVE 13F-HR 5/16/2019, 02:23 PM
Q4 2018 17 $211M +$1.69M -$14.1M -$12.4M SPY, ITOT, IVV, VO, IVE 13F-HR 1/29/2019, 12:21 PM
Q3 2018 18 $261M +$12.9M -$21.6M -$8.65M SPY, ITOT, IVV, VO, IVE 13F-HR 11/9/2018, 11:11 AM
Q2 2018 18 $255M +$18.4M -$12.5M +$5.93M SPY, XLK, VO, ITOT, AAXJ 13F-HR 8/8/2018, 04:03 PM
Q1 2018 19 $244M +$17.4M -$26.5M -$9.09M SPY, XLK, VO, AAXJ, IVE 13F-HR 4/19/2018, 01:51 PM
Q4 2017 19 $255M +$5.31M -$32.9M -$27.6M SPY, IVE, XLK, VO, AAXJ 13F-HR 1/24/2018, 04:46 PM
Q3 2017 19 $268M +$3.37M -$1.84M +$1.53M SPY, XLK, IVE, VO, AAXJ 13F-HR 11/6/2017, 12:30 PM
Q2 2017 19 $257M +$23.4M -$14M +$9.34M SPY, XLK, IVE, VO, AAXJ 13F-HR 8/3/2017, 10:30 AM
Q1 2017 16 $242M +$1.3M -$15.3M -$14M SPY, XLK, VO, IVE, VHT 13F-HR 5/11/2017, 04:19 PM
Q4 2016 14 $244M +$52.4M -$38.1M +$14.2M SPY, XLK, IVE, VO, VHT 13F-HR 2/10/2017, 10:14 AM
Q3 2016 12 $229M +$7.44M -$8.03M -$595K SPY, XLK, VNQ, VO, VHT 13F-HR 11/9/2016, 04:50 PM
Q2 2016 12 $224M +$20.8M -$24M -$3.18M SPY, XLK, VNQ, XLP, VHT 13F-HR 7/21/2016, 10:20 AM
Q1 2016 11 $223M +$7.98M -$19.6M -$11.6M SPY, XLK, HEFA, VNQ, XLP 13F-HR 5/11/2016, 01:58 PM
Q4 2015 13 $233M +$7.21M -$2.56M +$4.65M SPY, XLK, HEFA, VHT, VNQ 13F-HR 2/2/2016, 11:06 AM
Q3 2015 11 $216M +$878K -$21.7M -$20.8M SPY, XLK, HEFA, VHT, VO 13F-HR 10/28/2015, 10:40 AM
Q2 2015 12 $223M +$20.5M -$28.9M -$8.36M SPY, HEFA, VHT, SDY, VO 13F-HR 8/10/2015, 10:56 AM
Q1 2015 12 $265M +$27.6M -$481K +$27.2M SPY, SDY, XLK, VNQ, VO 13F-HR 4/20/2015, 12:38 PM
Q4 2014 10 $234M +$3.19M -$6.66M -$3.47M SPY, SDY, XLK, VNQ, VO 13F-HR 2/12/2015, 01:16 PM
Q3 2014 12 $225M +$25M -$22.6M +$2.42M SPY, SDY, XLK, VO, XLF 13F-HR 11/12/2014, 04:34 PM
Q2 2014 12 $222M +$13.2M -$1.31M +$11.9M SPY, SDY, XLK, VO, XLI 13F-HR 8/4/2014, 03:58 PM
Q1 2014 12 $202M +$19.1M -$27.6M -$8.48M SPY, SDY, XLK, VO, XLF 13F-HR 5/8/2014, 12:31 PM
Q4 2013 11 $208M $0 $0 SPY, SDY, XLK, VO, XLF 13F-HR 2/5/2014, 12:51 PM