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Spruce Investment Advisors LLC: XLI position timeline

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

Spruce Investment Advisors LLC held 9,778 XLI 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 9,778 shares
    Change vs previous 13F -960 shares

    1.53% of the 13F portfolio, value $740,000.

    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 10,738 shares
    Change vs previous 13F -479 shares

    1.47% of the 13F portfolio, value $762,000.

    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 11,217 shares
    Change vs previous 13F -1,647 shares

    1.35% of the 13F portfolio, value $764,000.

    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 12,864 shares
    Change vs previous 13F -19,867 shares

    0.97% of the 13F portfolio, value $837,000.

    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 32,731 shares
    Change vs previous 13F -18,698 shares

    1.58% of the 13F portfolio, value $2,037,000.

    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 51,429 shares
    Change vs previous 13F -9,634 shares

    1.89% of the 13F portfolio, value $3,002,000.

    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 61,063 shares
    Change vs previous 13F -51,537 shares

    1.94% of the 13F portfolio, value $3,420,000.

    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 112,600 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $6,246,000.

    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).