Spruce Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Spruce Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$88K	Hold
2016 Q4	$83K	Buy
2015 Q3	–	Sell
2015 Q2	$372K	Sell
2015 Q1	$8.52M	Buy
2014 Q4	$8.39M	Buy
2014 Q3	$6.06M	Buy