SEC 13F Intelligence

Managers / Q4 2022 · view latest →

Strategic Point Investment Advisors, LLC

CIK 0001295044 · 294 WEST EXCHANGE STREET, PROVIDENCE, RI, 02903 · 401-273-1500

Reported Value
$416M
Q4 2022
Positions
30
Filings on Record
33
2019–present window
Filed
Feb 1, 2023
original filing

Summary

Strategic Point Investment Advisors, Llc reported $416M in U.S.-listed holdings across 30 positions for Q4 2022.

Its largest position, SPY, represents 16.4% of the portfolio.

Compared with Q3 2022, the fund opened 3 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $211MQ4 ’18Q1 ’19: $223MQ2 ’19: $236MQ3 ’19: $256MQ4 ’19: $274MQ4 ’19Q1 ’20: $233MQ2 ’20: $306MQ3 ’20: $315MQ4 ’20: $361MQ4 ’20Q1 ’21: $378MQ2 ’21: $411MQ3 ’21: $408MQ4 ’21: $443MQ4 ’21Q1 ’22: $438MQ2 ’22: $360MQ3 ’22: $357MQ4 ’22: $416MQ4 ’22Q1 ’23: $449MQ2 ’23: $488MQ3 ’23: $468MQ4 ’23: $517MQ4 ’23Q1 ’24: $551MQ2 ’24: $558MQ3 ’24: $606MQ4 ’24: $614MQ4 ’24Q1 ’25: $600MQ2 ’25: $648MQ4 ’25: $723MQ1 ’26: $688MQ1 ’26Q2 ’26: $767Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$767M36Jul 8, 202613F-HRchanges · EDGAR ↗
Q1 2026$688M35Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$723M37Jan 15, 202613F-HRchanges · EDGAR ↗
Q2 2025$648M34Jul 25, 202513F-HRchanges · EDGAR ↗
Q1 2025$600M35Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$614M34Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$606M34Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$558M34Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$551M33May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$517M33Feb 12, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$468M34Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$488M34Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$449M31Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$416M30Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$357M29Nov 2, 202213F-HRchanges · EDGAR ↗
Q2 2022$360M28Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$438M29May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$443M24Feb 8, 202213F-HRchanges · EDGAR ↗
Q3 2021$408M27Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$411M30Jul 19, 202113F-HRchanges · EDGAR ↗
Q1 2021$378M26May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$361M24Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$315M23Nov 13, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$306M23Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$233M24May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$274M25Jan 8, 202013F-HRchanges · EDGAR ↗
Q3 2019$256M23Oct 28, 201913F-HRchanges · EDGAR ↗
Q2 2019$236M17Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$223M17May 16, 201913F-HRchanges · EDGAR ↗
Q4 2018$211M17Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.