Institutions / Strategic Point Investment Advisors, LLC

Strategic Point Investment Advisors, LLC

CIK 1295044 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$688.00M
Positions
35
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$688.00M-4.9%
$723.16M$705.58M$688.00MQ4 '25Q1 '26

Positions

35-5.4%
373635Q4 '25Q1 '26

Top holdings

CompanyClassValueShares% of portfolio
State Str SPDR S&P 500 ETF Tโ€”$97.86M150,47314.2%
iShares Trโ€”$75.83M639,39011.0%
iShares Trโ€”$69.90M107,01710.2%
iShares Trโ€”$51.74M245,0277.5%
iShares MSCI UAE ETFโ€”$50.31M353,2257.3%
iShares Gold Trโ€”$47.13M534,5486.8%
iShares Trโ€”$41.90M98,2656.1%
SPDR Series Trustโ€”$35.94M1,195,2195.2%
Select Sector SPDR Trโ€”$30.75M231,4004.5%
Vanguard Scottsdale Fdsโ€”$24.66M421,2783.6%
Vanguard Whitehall Fdsโ€”$23.62M250,6513.4%
iShares Trโ€”$20.99M231,8173.1%
iShares MSCI UAE ETFโ€”$20.02M104,3902.9%
iShares MSCI UAE ETFโ€”$18.40M212,4002.7%
Select Sector SPDR Trโ€”$18.27M112,9932.7%
Fidelity Covington Trustโ€”$15.32M218,2732.2%
iShares Trโ€”$14.66M153,5872.1%
iShares Trโ€”$6.81M56,1871.0%
Vanguard Index Fdsโ€”$6.54M20,3831.0%
iShares MSCI UAE ETFโ€”$3.78M40,7300.5%
Vanguard World Fdโ€”$2.66M23,7100.4%
Nushares ETF Trโ€”$2.01M44,2050.3%
iShares Trโ€”$1.89M75,2950.3%
Apple Inc.โ€”$1.84M7,2570.3%
iShares Trโ€”$1.74M12,2950.3%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
Exit464288679
Common stock
$-21.89M-199K
-100.00%
0
medium
Q1 2026
as of
Add464288661
Common stock
$2.91M+25K
+3.99%
639,390
11.02% of portfolio
low
Q1 2026
as of
Add78464A474
Common stock
$2.02M+67K
+5.95%
1,195,219
5.22% of portfolio
low
Q1 2026
as of
Trim78462F103
Common stock
$-1.91M-3K
-1.92%
150,473
14.22% of portfolio
low
Q1 2026
as of
Add464287200
Common stock
$1.08M+2K
+1.57%
107,017
10.16% of portfolio
low
Q1 2026
as of
Add464287408
Common stock
$693.8K+3K
+1.36%
245,027
7.52% of portfolio
low
Q1 2026
as of
TrimiShares MSCI UAE ETF
Common stock
$-534.6K-3K
-2.60%
104,390
2.91% of portfolio
low
Q1 2026
as of
Trim92206C102
Common stock
$-463.4K-8K
-1.84%
421,278
3.58% of portfolio
low
Q1 2026
as of
Add46432F842
Common stock
$425.9K+5K
+2.07%
231,817
3.05% of portfolio
low
Q1 2026
as of
TrimiShares MSCI UAE ETF
Common stock
$-291.0K-2K
-0.58%
353,225
7.31% of portfolio
low