Spruce Investment Advisors LLC: XLE position timeline

Spruce Investment Advisors LLC held 0 XLE shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

1. period ended2017-06-30

   13F 0 shares

   Change vs previous 13F -3,880 shares

   13F-HR 0001172661-17-001488 filed by Spruce Investment Advisors LLC
   Filed 2017-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2017-03-31

   13F 3,880 shares

   Change vs previous 13F +1,921 shares

   0.31% of the 13F portfolio, value $271,000.

   13F-HR 0001172661-17-000979 filed by Spruce Investment Advisors LLC
   Filed 2017-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

3. period ended2016-12-31

   13F 1,959 shares

   Change vs previous 13F +1,959 shares

   0.11% of the 13F portfolio, value $148,000.

   13F-HR 0001172661-17-000288 filed by Spruce Investment Advisors LLC
   Filed 2017-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

4. period ended2016-06-30

   13F 0 shares

   Change vs previous 13F -8,344 shares

   13F-HR 0001172661-16-003635 filed by Spruce Investment Advisors LLC
   Filed 2016-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2016-03-31

   13F 8,344 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $516,000.

   13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
   Filed 2016-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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