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Strategic Point Investment Advisors, LLC: XLK position timeline

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

Strategic Point Investment Advisors, LLC held 233,868 XLK 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 233,868 shares
    Change vs previous 13F +2,468 shares

    5.81% of the 13F portfolio, value $44,556,537.

    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 231,400 shares
    Change vs previous 13F +849 shares

    4.47% of the 13F portfolio, value $30,753,064.

    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 230,551 shares
    Change vs previous 13F +115,630 shares

    4.59% of the 13F portfolio, value $33,192,432.

    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 114,921 shares
    Change vs previous 13F +559 shares

    4.65% of the 13F portfolio, value $32,391,638.

    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 114,362 shares
    Change vs previous 13F -290 shares

    4.47% of the 13F portfolio, value $28,959,893.

    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 114,652 shares
    Change vs previous 13F -1,892 shares

    3.94% of the 13F portfolio, value $23,673,348.

    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 116,544 shares
    Change vs previous 13F -481 shares

    4.42% of the 13F portfolio, value $27,098,792.

    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 117,025 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $26,419,545.

    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).