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Spruce Investment Advisors LLC: XLF position timeline

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

Spruce Investment Advisors LLC held 11,271 XLF shares at 2017-12-31 per its 13F-HR filed 2018-02-14.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 11,271 shares
    Change vs previous 13F -540 shares

    0.65% of the 13F portfolio, value $315,000.

    13F-HR 0001172661-18-000594 filed by Spruce 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 ended2017-09-30
    13F 11,811 shares
    Change vs previous 13F -111 shares

    0.59% of the 13F portfolio, value $305,000.

    13F-HR 0001172661-17-001916 filed by Spruce 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 ended2017-06-30
    13F 11,922 shares
    Change vs previous 13F -16,836 shares

    0.52% of the 13F portfolio, value $294,000.

    13F-HR 0001172661-17-001488 filed by Spruce 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 ended2017-03-31
    13F 28,758 shares
    Change vs previous 13F +8,244 shares

    0.79% of the 13F portfolio, value $682,000.

    13F-HR 0001172661-17-000979 filed by Spruce 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 ended2016-12-31
    13F 20,514 shares
    Change vs previous 13F -3,007 shares

    0.37% of the 13F portfolio, value $477,000.

    13F-HR 0001172661-17-000288 filed by Spruce 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 ended2016-09-30
    13F 23,521 shares
    Change vs previous 13F -2,751 shares

    0.29% of the 13F portfolio, value $454,000.

    13F-HR 0001172661-16-004147 filed by Spruce 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 ended2016-06-30
    13F 26,272 shares
    Change vs previous 13F -50,249 shares

    0.34% of the 13F portfolio, value $600,000.

    13F-HR 0001172661-16-003635 filed by Spruce 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 ended2016-03-31
    13F 76,521 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,722,000.

    13F-HR 0001172661-16-003214 filed by Spruce Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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