Spruce Investment Advisors LLC: XLRE position timeline

Spruce Investment Advisors LLC held 0 XLRE 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 0 shares

   Change vs previous 13F -3,299 shares

   13F-HR 0001172661-18-000594 filed by Spruce Investment Advisors LLC
   Filed 2018-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 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 ended2017-09-30

   13F 3,299 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $106,000.

   13F-HR 0001172661-17-001916 filed by Spruce Investment Advisors LLC
   Filed 2017-11-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

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

3. period ended2017-06-30

   13F 3,299 shares

   Change vs previous 13F -12,039 shares

   0.19% of the 13F portfolio, value $106,000.

   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).

4. period ended2017-03-31

   13F 15,338 shares

   Change vs previous 13F +12,079 shares

   0.56% of the 13F portfolio, value $485,000.

   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).

5. period ended2016-12-31

   13F 3,259 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $100,000.

   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).