13F Filings History of Strategic Point Investment Advisors, LLC

Latest 13F report
Q3 2025 - 02 Dec 2025
Value $
$696,351,646
Signature - Title
Richard Anzelone - CCO
Location
Providence, RI
Summary
This page shows a list of all the recent 13F filings made by Strategic Point Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Point Investment Advisors, LLC reported 34 stock holdings with total value $696,351,646 as of Q3 2025. Top holdings included SPY, IEI, IVV, ITOT, and IVE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 34 $696,351,646 +$9,133,852 -$949,363 +$8,184,489 SPY, IEI, IVV, ITOT, IVE 13F-HR 02 Dec 2025, 15:08
Q2 2025 34 $648,440,011 +$5,484,933 -$3,023,445 +$2,461,488 SPY, IEI, IVV, ITOT, IVE 13F-HR 25 Jul 2025, 10:49
Q1 2025 35 $600,364,687 +$523,954 -$6,712,506 -$6,188,552 SPY, IEI, IVV, IVE, ITOT 13F-HR 21 Apr 2025, 14:33
Q4 2024 34 $613,528,484 +$54,065,434 -$41,723,839 +$12,341,595 SPY, IEI, IVV, IVE, ITOT 13F-HR 23 Jan 2025, 14:14
Q3 2024 34 $606,190,502 +$22,335,880 -$5,035,617 +$17,300,263 SPY, IVV, IEI, IVE, ITOT 13F-HR 15 Oct 2024, 11:54
Q2 2024 34 $558,309,498 +$368,698 -$3,219,375 -$2,850,677 SPY, IVV, IEI, IVE, ITOT 13F-HR 06 Aug 2024, 10:51
Q1 2024 33 $550,912,965 +$31,130,779 -$28,805,805 +$2,324,974 SPY, IVV, IEI, IVE, ITOT 13F-HR 14 May 2024, 12:14
Q4 2023 33 $517,411,218 +$32,474,527 -$26,315,890 +$6,158,637 SPY, IVE, IVV, IEI, ITOT Restatement 12 Feb 2024, 15:31
Q3 2023 35 $468,463,277 +$7,515,559 -$9,491,283 -$1,975,724 SPY, IVE, IVV, ITOT, IEI 13F-HR 01 Nov 2023, 14:41
Q2 2023 35 $487,587,807 +$41,724,652 -$22,141,909 +$19,582,743 SPY, IVE, IVV, ITOT, IEI 13F-HR 14 Aug 2023, 13:08
Q1 2023 31 $449,491,739 +$33,828,451 -$20,842,999 +$12,985,452 SPY, IVE, IVV, ITOT, CCOR 13F-HR 28 Apr 2023, 11:26
Q4 2022 30 $415,551,000 +$48,437,217 -$1,014,444 +$47,422,773 SPY, IVE, IVV, ITOT, IEF 13F-HR 01 Feb 2023, 13:56
Q3 2022 29 $357,380,000 +$28,701,197 -$8,302,913 +$20,398,284 SPY, IVE, IVV, ITOT, IAU 13F-HR 02 Nov 2022, 10:32
Q2 2022 28 $359,863,000 +$20,242,560 -$1,255,802 +$18,986,758 SPY, IVE, IVV, ITOT, IAU 13F-HR 12 Aug 2022, 16:36
Q1 2022 29 $437,722,000 +$41,693,332 -$26,106,976 +$15,586,356 SPY, IVE, IVV, ITOT, QUAL 13F-HR 11 May 2022, 14:35
Q4 2021 24 $443,183,000 +$8,051,356 -$6,121,829 +$1,929,527 SPY, IVV, ITOT, USMV, QUAL 13F-HR 08 Feb 2022, 15:17
Q3 2021 27 $408,141,000 +$1,862,190 -$2,709,864 -$847,674 SPY, IVV, ITOT, USMV, QUAL 13F-HR 12 Nov 2021, 09:28
Q2 2021 30 $411,279,000 +$37,251,156 -$28,923,046 +$8,328,110 SPY, IVV, ITOT, USMV, QUAL 13F-HR 19 Jul 2021, 13:32
Q1 2021 26 $377,625,000 +$12,622,269 -$7,721,756 +$4,900,513 SPY, ITOT, USMV, IVV, QUAL 13F-HR 11 May 2021, 12:40
Q4 2020 24 $360,763,000 +$31,860,328 -$13,239,790 +$18,620,538 SPY, USMV, IVV, ITOT, IAUXXXX 13F-HR 03 Feb 2021, 16:27
Q3 2020 23 $314,557,000 +$2,755,630 -$1,788,045 +$967,585 SPY, USMV, IAUXXXX, IVV, ITOT Restatement 13 Nov 2020, 12:24
Q2 2020 23 $305,747,000 +$45,154,900 -$3,807,892 +$41,347,008 SPY, USMV, IAUXXXX, IVV, ITOT 13F-HR 29 Jul 2020, 12:54
Q1 2020 23 $230,235,000 +$30,665,119 -$19,096,979 +$11,568,140 SPY, USMV, ITOT, IAUXXXX, IVV 13F-HR 11 May 2020, 15:51
Q4 2019 24 $273,753,000 +$8,047,130 -$10,362,800 -$2,315,670 SPY, ITOT, IVV, IXUS, VO 13F-HR 08 Jan 2020, 13:42
Q3 2019 22 $255,630,000 +$21,532,177 -$3,470,527 +$18,061,650 SPY, ITOT, IVV, VO, IXUS 13F-HR 28 Oct 2019, 16:29
Q2 2019 17 $235,756,000 +$24,870,871 -$8,624,702 +$16,246,169 SPY, ITOT, IVV, VO, IXUS 13F-HR 14 Aug 2019, 12:39
Q1 2019 17 $222,745,000 -$16,653,787 -$16,653,787 SPY, ITOT, IVV, VO, IVE 13F-HR 16 May 2019, 14:23
Q4 2018 17 $211,284,000 +$1,691,897 -$2,604,127 -$912,230 SPY, ITOT, IVV, VO, IVE 13F-HR 29 Jan 2019, 11:21
Q3 2018 18 $260,778,027 +$12,902,231 -$21,556,216 -$8,653,985 SPY, ITOT, IVV, VO, IVE 13F-HR 09 Nov 2018, 10:11
Q2 2018 18 $254,994,000 +$18,409,287 -$2,106,619 +$16,302,668 SPY, XLK, VO, ITOT, AAXJ 13F-HR 08 Aug 2018, 16:03
Q1 2018 19 $243,700,000 +$17,425,649 -$14,006,025 +$3,419,624 SPY, XLK, VO, AAXJ, IVE 13F-HR 19 Apr 2018, 13:51
Q4 2017 19 $255,352,000 +$5,305,473 -$22,384,920 -$17,079,447 SPY, IVE, XLK, VO, AAXJ 13F-HR 24 Jan 2018, 15:46
Q3 2017 19 $268,499,000 +$3,373,628 -$1,843,921 +$1,529,707 SPY, XLK, IVE, VO, AAXJ 13F-HR 06 Nov 2017, 11:30
Q2 2017 19 $256,569,000 +$23,385,562 -$14,043,377 +$9,342,185 SPY, XLK, IVE, VO, AAXJ 13F-HR 03 Aug 2017, 10:30
Q1 2017 16 $242,281,654 +$1,298,972 -$15,299,731 -$14,000,759 SPY, XLK, VO, IVE, VHT 13F-HR 11 May 2017, 16:19
Q4 2016 14 $243,954,000 +$52,362,693 -$9,767,578 +$42,595,115 SPY, XLK, IVE, VO, VHT 13F-HR 10 Feb 2017, 09:14
Q3 2016 12 $229,191,000 +$7,438,164 -$8,032,915 -$594,751 SPY, XLK, VNQ, VO, VHT 13F-HR 09 Nov 2016, 15:50
Q2 2016 12 $223,874,000 +$20,787,143 -$831,627 +$19,955,516 SPY, XLK, VNQ, XLP, VHT 13F-HR 21 Jul 2016, 10:20
Q1 2016 11 $222,578,000 +$7,980,341 +$7,980,341 SPY, XLK, HEFA, VNQ, XLP 13F-HR 11 May 2016, 13:58
Q4 2015 13 $233,285,000 +$7,208,904 -$2,557,613 +$4,651,291 SPY, XLK, HEFA, VHT, VNQ 13F-HR 02 Feb 2016, 10:06
Q3 2015 11 $215,615,000 +$994,531 -$89,239 +$905,292 SPY, XLK, HEFA, VHT, VO 13F-HR 28 Oct 2015, 10:40
Q2 2015 11 $222,985,000 +$20,504,132 -$21,268,653 -$764,521 SPY, HEFA, VHT, SDY, VO 13F-HR 10 Aug 2015, 10:56
Q1 2015 12 $265,017,000 +$27,646,292 -$481,346 +$27,164,946 SPY, SDY, XLK, VNQ, VO 13F-HR 20 Apr 2015, 12:38
Q4 2014 10 $233,843,000 +$3,191,064 -$10,645 +$3,180,419 SPY, SDY, XLK, VNQ, VO 13F-HR 12 Feb 2015, 12:16
Q3 2014 12 $225,274,000 +$25,009,177 -$14,578,057 +$10,431,120 SPY, SDY, XLK, VO, XLF 13F-HR 12 Nov 2014, 15:34
Q2 2014 12 $222,485,000 +$13,166,447 -$929,207 +$12,237,240 SPY, SDY, XLK, VO, XLI 13F-HR 04 Aug 2014, 15:58
Q1 2014 12 $202,417,000 +$19,086,335 -$19,146,585 -$60,250 SPY, SDY, XLK, VO, XLF 13F-HR 08 May 2014, 12:31
Q4 2013 11 $207,645,000 $0 SPY, SDY, XLK, VO, XLF 13F-HR 05 Feb 2014, 11:51