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Strategic Point Investment Advisors, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Point Investment Advisors, LLC on SPY, newest first. How the timeline and the estimate are built.

Strategic Point Investment Advisors, LLC held 149,939 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,939 shares
    Change vs previous 13F -534 shares

    14.59% of the 13F portfolio, value $111,970,051.

    13F-HR 0001295044-26-000009 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 150,473 shares
    Change vs previous 13F -2,940 shares

    14.22% of the 13F portfolio, value $97,858,470.

    13F-HR 0001295044-26-000005 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 153,413 shares
    Change vs previous 13F -4,458 shares

    14.47% of the 13F portfolio, value $104,615,247.

    13F-HR 0001295044-26-000002 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 157,871 shares
    Change vs previous 13F -824 shares

    15.1% of the 13F portfolio, value $105,170,193.

    13F-HR 0001295044-25-000010 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 158,695 shares
    Change vs previous 13F -1,898 shares

    15.12% of the 13F portfolio, value $98,049,971.

    13F-HR 0001295044-25-000008 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 160,593 shares
    Change vs previous 13F -2,567 shares

    14.96% of the 13F portfolio, value $89,834,312.

    13F-HR 0001295044-25-000005 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 163,160 shares
    Change vs previous 13F -3,220 shares

    15.59% of the 13F portfolio, value $95,625,016.

    13F-HR 0001295044-25-000002 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 166,380 shares
    Change vs previous 13F not available

    15.75% of the 13F portfolio, value $95,462,245.

    13F-HR 0001295044-24-000012 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).