Strategic Investment Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

As the first quarter of 2023 approaches, investors are looking closely at the latest 13F filings from some of the biggest names in the industry. Strategic Investment Management, LLC has recently released its latest holdings comparison, revealing some interesting changes in its portfolio.

One of the biggest winners in Strategic Investment Management's Q1 2023 holdings is the MSCI Emerging Markets ETF from iShares Core (IEMG). The company has increased its shares in IEMG by a whopping 21.6% compared to Q4 2022, with its total shares now standing at 545193. The value of their holdings has also increased by a considerable 21.6%, reaching $25,814,000.

Another ETF that saw an increase in its stake is the iShares S&P GSCI Commodity Index (GSG), which grew by 7.8% from Q4 2022 to Q1 2023. However, the increase was much lower than IEMG, with Strategic Investment Management holding 871220 shares of GSG with a value of $17,433,000.

On the other hand, the iShares Russell 3000 Index (IWV) saw significant losses in Q1 2023, with Strategic Investment Management reducing its holdings by -14.5%. The number of shares it holds in the company has dropped from 43760 to 36030, with a decrease in the overall value of the holdings from $9799 to $8382.

The biggest loss in Strategic Investment Management's holdings comparison was in iShares Russell 2000 (IWM), where they reduced their stake by a massive -76.1%. The company sold 176300 shares of IWM, and their overall holdings have dropped to 36490, with a significant reduction in their total value from $26415 to $6314.

In terms of sector-specific ETFs, the VanEck Vectors Gold Miners (GDX) also saw a slight decline (-0.4%) in shares held by Strategic Investment Management. The company sold 9370 shares of GDX, and its total holdings have dropped to 111170 with a slight reduction in value from $3768 to $3754.

Overall, the holdings comparison of Strategic Investment Management LLC for Q4 2022 and Q1 2023 reveals some interesting trends. While the company has increased its stakes in some ETFs, it has significantly reduced its holdings in others. It will be interesting to see how these changes affect their returns in the coming quarters and whether they decide to make further adjustments to their portfolio.