13F Filings History of Spruce Investment Advisors LLC

Latest 13F report
Q4 2017 - 14 Feb 2018
Value $
$48,499,000
Signature - Title
Robert Bastone - Chief Operating Officer
Location
Stamford, CT
Summary
This page shows a list of all the recent 13F filings made by Spruce Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spruce Investment Advisors LLC reported 23 stock holdings with total value $48,499,000 as of Q4 2017. Top holdings included VWO, EMGF, ISCF, IEFA, and BKF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2017 23 $48,499,000 +$280,941 -$5,861,175 -$5,580,234 VWO, EMGF, ISCF, IEFA, BKF 13F-HR 14 Feb 2018, 09:14
Q3 2017 33 $51,827,000 +$10,848,101 -$17,776,455 -$6,928,354 VWO, EMGF, IEFA, ISCF, BKF 13F-HR 09 Nov 2017, 16:12
Q2 2017 38 $56,559,000 +$18,010,648 -$50,188,547 -$32,177,899 MUB, VWO, IEFA, VTI, MTUM 13F-HR 07 Aug 2017, 16:19
Q1 2017 46 $86,735,000 +$24,009,018 -$71,720,329 -$47,711,311 SUB, IEFA, SPY, DBEU, XLK 13F-HR 09 May 2017, 20:28
Q4 2016 39 $128,825,000 +$44,391,374 -$77,059,441 -$32,668,067 VYM, IEFA, SUB, IJS, VTI 13F-HR 08 Feb 2017, 08:21
Q3 2016 24 $158,842,000 +$1,202,919 -$23,955,453 -$22,752,534 VYM, IDV, MUB, VWO, IEFA 13F-HR 10 Nov 2016, 16:02
Q2 2016 29 $175,861,000 +$73,566,329 -$60,497,785 +$13,068,544 VYM, IDV, MUB, VWO, IEFA 13F-HR 02 Aug 2016, 15:30
Q1 2016 31 $162,150,000 +$94,326,361 -$66,336,381 +$27,989,980 DBEU, MUB, VWO, XLK, VCR 13F-HR 10 May 2016, 15:36
Q4 2015 31 $135,110,000 +$892,012 -$203,227,642 -$202,335,630 SPY, IEF, XLK, FEZ, VT 13F-HR 09 Feb 2016, 16:35
Q3 2015 34 $324,678,000 +$67,766,920 -$77,463,785 -$9,696,865 VGK, SPY, XLK, VCR, XLP 13F-HR 03 Nov 2015, 14:33
Q2 2015 37 $370,900,000 +$72,651,255 -$89,430,907 -$16,779,652 DXJ, VGK, VDE, VCR, XLK 13F-HR 06 Aug 2015, 13:51
Q1 2015 36 $389,221,000 +$72,190,494 -$60,206,109 +$11,984,385 XLK, VCR, VGK, VT, DXJ 13F-HR 12 May 2015, 15:13
Q4 2014 31 $366,597,000 +$88,131,593 -$109,138,287 -$21,006,694 XLK, VCR, DXJ, VGK, XLP 13F-HR 09 Feb 2015, 16:03
Q3 2014 26 $384,756,000 +$187,712,679 -$125,253,162 +$62,459,517 XLK, DXJ, VCR, IHF, FEZ 13F-HR 10 Nov 2014, 15:09
Q2 2014 20 $328,885,000 +$102,278,924 -$35,768,662 +$66,510,262 DFE, VCR, DXJ, VGK, XLK 13F-HR 06 Aug 2014, 09:25
Q1 2014 17 $258,514,000 +$85,388,097 -$44,277,648 +$41,110,449 DXJ, DFE, VGK, VCR, EWG 13F-HR 05 May 2014, 13:45
Q4 2013 17 $218,514,000 $0 $0 $0 DXJ, DFE, SHM, EWG, VGK Restatement 10 Mar 2014, 14:07