13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001295044
Total reported value
$767.5M
$767.5M
34 檔
40.5%
As reported in its official Q4 2024 Form 13F filing, Strategic Point Investment Advisors, LLC's tracked investment portfolio stood at $767.5M with 34 total positions.
In Q4 2024, Strategic Point Investment Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.59% | +0.37% | -1.94% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 11.01% | -0.81% | +47.28% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.51% | +0.65% | +2.39% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.32% | -0.13% | +1.25% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.29% | +0.37% | -0.14% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.24% | +0.39% | +53.17% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 5.04% | -0.37% | +3.48% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 4.42% | +1.34% | -0.41% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 4.40% | -1.39% | +0.33% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.70% | -0.31% | +1.29% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.28% | — | +2.33% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.99% | +0.12% | -0.99% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.70% | -0.18% | +1.81% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.65% | -0.09% | -42.25% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 2.44% | +0.11% | -0.63% | |
| 16 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.30% | +0.01% | — | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.23% | -0.23% | -44.46% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.21% | +0.01% | +1.89% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.15% | +0.07% | +0.07% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | +0.01% | -4.85% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.57% | -0.05% | -1.47% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.01% | +14.27% | |
| 23 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.32% | -0.02% | +2.29% | |
| 24 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.30% | — | +0.52% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.29% | +0.01% | +0.89% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.28% | +0.02% | +2.01% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.09% | — | +4.36% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.05% | +0.01% | -1.47% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.05% | +0.01% | -14.54% | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.05% | — | — | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.04% | -0.01% | — | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.03% | — | — | |
| 34 | COP | Conocophillips | Stock-Energy | 0.03% | — | — |
According to official SEC Form 13F filings, Strategic Point Investment Advisors, LLC reported a total U.S. public equity portfolio value of $767.5M across 34 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IEI, IVV) accounted for 40.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
FNCL
市值: $14.1M
Top Position Liquidated / Trimmed
VHT
前期市值: $15.9M
During Q4 2024, Strategic Point Investment Advisors, LLC's top holdings by market value included SPY (15.6%)、IEI (11.0%)、IVV (9.5%). The largest single position, SPY, represented 15.6% of total portfolio value.
In Q4 2024, Strategic Point Investment Advisors, LLC made 32 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 11 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.