Strategic Investment Advisors Buys SPDR Barclays Investment Grade Floating Rate ETF, iShares Core MSCI Emerging Markets ETF, SPDR Gold Trust, Sells iShares Floating Rate Bond ETF, iShares Edge MSCI Min Volatility USA ETF, Real Estate Select Sector SPDR F

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Jan 23, 2020
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Investment company Strategic Investment Advisors (Current Portfolio) buys SPDR Barclays Investment Grade Floating Rate ETF, iShares Core MSCI Emerging Markets ETF, SPDR Gold Trust, Health Care Select Sector SPDR Fund, Financial Select Sector SPDR Fund, sells iShares Floating Rate Bond ETF, iShares Edge MSCI Min Volatility USA ETF, Real Estate Select Sector SPDR Fund, The Communication Services Select Sector SPDR Fund, Invesco S&P 500 High Dividend Low Volatility ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Strategic Investment Advisors . As of 2019Q4, Strategic Investment Advisors owns 152 stocks with a total value of $220 million. These are the details of the buys and sells.

For the details of Strategic Investment Advisors 's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+investment+advisors+/current-portfolio/portfolio

These are the top 5 holdings of Strategic Investment Advisors
  1. iShares Russell 1000 ETF (IWB) - 132,135 shares, 10.74% of the total portfolio. Shares added by 9.76%
  2. iShares MSCI EAFE ETF (EFA) - 208,259 shares, 6.59% of the total portfolio. Shares added by 5.21%
  3. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) - 108,955 shares, 5.69% of the total portfolio. Shares added by 9.05%
  4. iShares MSCI Emerging Markets ETF (EEM) - 228,957 shares, 4.68% of the total portfolio. Shares added by 13.76%
  5. Invesco S&P 500 Equal Weight ETF (RSP) - 56,153 shares, 2.96% of the total portfolio. Shares added by 7.48%
New Purchase: Health Care Select Sector SPDR Fund (XLV)

Strategic Investment Advisors initiated holding in Health Care Select Sector SPDR Fund. The purchase prices were between $87.95 and $103.11, with an estimated average price of $96.42. The stock is now traded at around $104.73. The impact to a portfolio due to this purchase was 0.47%. The holding were 10,231 shares as of .

New Purchase: Financial Select Sector SPDR Fund (XLF)

Strategic Investment Advisors initiated holding in Financial Select Sector SPDR Fund. The purchase prices were between $26.78 and $30.94, with an estimated average price of $29.41. The stock is now traded at around $30.86. The impact to a portfolio due to this purchase was 0.46%. The holding were 32,803 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Strategic Investment Advisors initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.51 and $85.05, with an estimated average price of $84.72. The stock is now traded at around $84.81. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,434 shares as of .

New Purchase: Morgan Stanley (MS)

Strategic Investment Advisors initiated holding in Morgan Stanley. The purchase prices were between $39.82 and $51.12, with an estimated average price of $47.51. The stock is now traded at around $55.86. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,044 shares as of .

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Strategic Investment Advisors initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $80.76 and $81.3, with an estimated average price of $81.01. The stock is now traded at around $81.34. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,887 shares as of .

New Purchase: ONEOK Inc (OKE)

Strategic Investment Advisors initiated holding in ONEOK Inc. The purchase prices were between $68.2 and $76.13, with an estimated average price of $71.53. The stock is now traded at around $75.60. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,182 shares as of .

Added: SPDR Barclays Investment Grade Floating Rate ETF (FLRN)

Strategic Investment Advisors added to a holding in SPDR Barclays Investment Grade Floating Rate ETF by 155.67%. The purchase prices were between $30.49 and $30.73, with an estimated average price of $30.62. The stock is now traded at around $30.80. The impact to a portfolio due to this purchase was 0.71%. The holding were 83,825 shares as of .

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Strategic Investment Advisors added to a holding in iShares Core MSCI Emerging Markets ETF by 641.01%. The purchase prices were between $47.29 and $53.99, with an estimated average price of $50.63. The stock is now traded at around $54.49. The impact to a portfolio due to this purchase was 0.68%. The holding were 32,197 shares as of .

Added: SPDR Gold Trust (GLD)

Strategic Investment Advisors added to a holding in SPDR Gold Trust by 317.31%. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $146.79. The impact to a portfolio due to this purchase was 0.48%. The holding were 9,694 shares as of .

Added: Vanguard Mega Cap Growth ETF (MGK)

Strategic Investment Advisors added to a holding in Vanguard Mega Cap Growth ETF by 45.71%. The purchase prices were between $128.65 and $146.41, with an estimated average price of $138.37. The stock is now traded at around $153.83. The impact to a portfolio due to this purchase was 0.29%. The holding were 13,698 shares as of .

Added: Vanguard Mega Cap Value ETF (MGV)

Strategic Investment Advisors added to a holding in Vanguard Mega Cap Value ETF by 46.85%. The purchase prices were between $78.27 and $87.77, with an estimated average price of $84.01. The stock is now traded at around $87.94. The impact to a portfolio due to this purchase was 0.28%. The holding were 22,430 shares as of .

Added: Vanguard Mortgage-Backed Securities ETF (VMBS)

Strategic Investment Advisors added to a holding in Vanguard Mortgage-Backed Securities ETF by 30.95%. The purchase prices were between $53.04 and $53.35, with an estimated average price of $53.19. The stock is now traded at around $53.39. The impact to a portfolio due to this purchase was 0.26%. The holding were 45,017 shares as of .

Sold Out: Real Estate Select Sector SPDR Fund (XLRE)

Strategic Investment Advisors sold out a holding in Real Estate Select Sector SPDR Fund. The sale prices were between $37.47 and $40.18, with an estimated average price of $38.67.

Sold Out: The Communication Services Select Sector SPDR Fund (XLC)

Strategic Investment Advisors sold out a holding in The Communication Services Select Sector SPDR Fund. The sale prices were between $48.28 and $54.19, with an estimated average price of $51.61.

Sold Out: Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)

Strategic Investment Advisors sold out a holding in Invesco S&P 500 High Dividend Low Volatility ETF. The sale prices were between $40.96 and $44.03, with an estimated average price of $42.88.

Sold Out: Qualcomm Inc (QCOM)

Strategic Investment Advisors sold out a holding in Qualcomm Inc. The sale prices were between $72.85 and $94.03, with an estimated average price of $83.89.

Sold Out: NVIDIA Corp (NVDA)

Strategic Investment Advisors sold out a holding in NVIDIA Corp. The sale prices were between $173.04 and $239.37, with an estimated average price of $209.21.

Sold Out: MPLX LP (MPLX)

Strategic Investment Advisors sold out a holding in MPLX LP. The sale prices were between $22.63 and $27.91, with an estimated average price of $25.42.



Here is the complete portfolio of Strategic Investment Advisors . Also check out:

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2. Strategic Investment Advisors 's Top Growth Companies, and
3. Strategic Investment Advisors 's High Yield stocks
4. Stocks that Strategic Investment Advisors keeps buying