Spruce Investment Advisors LLC: XLV position timeline

Spruce Investment Advisors LLC held 11,568 XLV 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 11,568 shares

   Change vs previous 13F -1,161 shares

   1.97% of the 13F portfolio, value $956,000.

   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).

2. period ended2017-09-30

   13F 12,729 shares

   Change vs previous 13F -1,052 shares

   2.01% of the 13F portfolio, value $1,040,000.

   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 13,781 shares

   Change vs previous 13F -2,113 shares

   1.93% of the 13F portfolio, value $1,092,000.

   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 15,894 shares

   Change vs previous 13F -2,156 shares

   1.36% of the 13F portfolio, value $1,182,000.

   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 18,050 shares

   Change vs previous 13F -11,385 shares

   0.97% of the 13F portfolio, value $1,244,000.

   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).

6. period ended2016-09-30

   13F 29,435 shares

   Change vs previous 13F -6,032 shares

   1.34% of the 13F portfolio, value $2,123,000.

   13F-HR 0001172661-16-004147 filed by Spruce Investment Advisors LLC
   Filed 2016-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

7. period ended2016-06-30

   13F 35,467 shares

   Change vs previous 13F -20,063 shares

   1.45% of the 13F portfolio, value $2,543,000.

   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).

8. period ended2016-03-31

   13F 55,530 shares

   Change vs previous 13F not available

   2.32% of the 13F portfolio, value $3,764,000.

   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).