• 13F History

Strategic Point Investment Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$600M
Signature - Title
Richard J 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 35 stock holdings with total value $600M as of Q1 2025. Top holdings included SPY, IEI, IVV, IVE, and ITOT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 35 $600M +$524K -$6.71M -$6.19M SPY, IEI, IVV, IVE, ITOT 13F-HR 4/21/2025, 02:33 PM
Q4 2024 34 $614M +$54.1M -$41.7M +$12.3M SPY, IEI, IVV, IVE, ITOT 13F-HR 1/23/2025, 02:14 PM
Q3 2024 34 $606M +$22.3M -$5.04M +$17.3M SPY, IVV, IEI, IVE, ITOT 13F-HR 10/15/2024, 11:54 AM
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 35 $468M +$7.52M -$9.49M -$1.98M SPY, IVE, IVV, ITOT, IEI 13F-HR 11/1/2023, 02:41 PM
Q2 2023 35 $488M +$41.7M -$22.1M +$19.6M SPY, IVE, IVV, ITOT, IEI 13F-HR 8/14/2023, 01:08 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 -$1.01M +$47.4M SPY, IVE, IVV, ITOT, IEF 13F-HR 2/1/2023, 01:56 PM
Q3 2022 29 $357M +$28.7M -$8.3M +$20.4M SPY, IVE, IVV, ITOT, IAU 13F-HR 11/2/2022, 10:32 AM
Q2 2022 28 $360M +$20.2M -$1.26M +$19M 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 -$6.12M +$1.93M SPY, IVV, ITOT, USMV, QUAL 13F-HR 2/8/2022, 03:17 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 -$13.2M +$18.6M SPY, USMV, IVV, ITOT, IAUXXXX 13F-HR 2/3/2021, 04:27 PM
Q3 2020 23 $315M +$2.76M -$1.79M +$968K SPY, USMV, IAUXXXX, IVV, ITOT Restatement 11/13/2020, 12:24 PM
Q2 2020 23 $306M +$45.2M -$3.81M +$41.3M SPY, USMV, IAUXXXX, IVV, ITOT 13F-HR 7/29/2020, 12:54 PM
Q1 2020 23 $230M +$30.7M -$19.1M +$11.6M 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, 01:42 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 -$8.62M +$16.2M SPY, ITOT, IVV, VO, IXUS 13F-HR 8/14/2019, 12:39 PM
Q1 2019 17 $223M -$16.7M -$16.7M SPY, ITOT, IVV, VO, IVE 13F-HR 5/16/2019, 02:23 PM
Q4 2018 17 $211M +$1.69M -$2.6M -$912K SPY, ITOT, IVV, VO, IVE 13F-HR 1/29/2019, 11:21 AM
Q3 2018 18 $261M +$12.9M -$21.6M -$8.65M SPY, ITOT, IVV, VO, IVE 13F-HR 11/9/2018, 10:11 AM
Q2 2018 18 $255M +$18.4M -$2.11M +$16.3M SPY, XLK, VO, ITOT, AAXJ 13F-HR 8/8/2018, 04:03 PM
Q1 2018 19 $244M +$17.4M -$14M +$3.42M SPY, XLK, VO, AAXJ, IVE 13F-HR 4/19/2018, 01:51 PM
Q4 2017 19 $255M +$5.31M -$22.4M -$17.1M SPY, IVE, XLK, VO, AAXJ 13F-HR 1/24/2018, 03:46 PM
Q3 2017 19 $268M +$3.37M -$1.84M +$1.53M SPY, XLK, IVE, VO, AAXJ 13F-HR 11/6/2017, 11:30 AM
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 -$9.77M +$42.6M SPY, XLK, IVE, VO, VHT 13F-HR 2/10/2017, 09:14 AM
Q3 2016 12 $229M +$7.44M -$8.03M -$595K SPY, XLK, VNQ, VO, VHT 13F-HR 11/9/2016, 03:50 PM
Q2 2016 12 $224M +$20.8M -$832K +$20M SPY, XLK, VNQ, XLP, VHT 13F-HR 7/21/2016, 10:20 AM
Q1 2016 11 $223M +$7.98M +$7.98M 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, 10:06 AM
Q3 2015 11 $216M +$995K -$89.2K +$905K SPY, XLK, HEFA, VHT, VO 13F-HR 10/28/2015, 10:40 AM
Q2 2015 11 $223M +$20.5M -$21.3M -$765K 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 -$10.6K +$3.18M SPY, SDY, XLK, VNQ, VO 13F-HR 2/12/2015, 12:16 PM
Q3 2014 12 $225M +$25M -$14.6M +$10.4M SPY, SDY, XLK, VO, XLF 13F-HR 11/12/2014, 03:34 PM
Q2 2014 12 $222M +$13.2M -$929K +$12.2M SPY, SDY, XLK, VO, XLI 13F-HR 8/4/2014, 03:58 PM
Q1 2014 12 $202M +$19.1M -$19.1M -$60.3K SPY, SDY, XLK, VO, XLF 13F-HR 5/8/2014, 12:31 PM
Q4 2013 11 $208M SPY, SDY, XLK, VO, XLF 13F-HR 2/5/2014, 11:51 AM