0001172661-17-001488.txt : 20170807
0001172661-17-001488.hdr.sgml : 20170807
20170807161924
ACCESSION NUMBER: 0001172661-17-001488
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170807
DATE AS OF CHANGE: 20170807
EFFECTIVENESS DATE: 20170807
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Spruce Investment Advisors LLC
CENTRAL INDEX KEY: 0001542179
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14739
FILM NUMBER: 171011732
BUSINESS ADDRESS:
STREET 1: C/O SPRUCE CAPITAL MANAGEMENT, LLC
STREET 2: 263 TRESSER BOULEVARD, 15TH FLOOR
CITY: STAMFORD
STATE: CT
ZIP: 06901
BUSINESS PHONE: 203-428-2600
MAIL ADDRESS:
STREET 1: C/O SPRUCE CAPITAL MANAGEMENT, LLC
STREET 2: 263 TRESSER BOULEVARD, 15TH FLOOR
CITY: STAMFORD
STATE: CT
ZIP: 06901
FORMER COMPANY:
FORMER CONFORMED NAME: Spruce Private Investors, LLC
DATE OF NAME CHANGE: 20120213
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001542179
XXXXXXXX
06-30-2017
06-30-2017
false
Spruce Investment Advisors LLC
C/o Spruce Capital Management, Llc
263 Tresser Boulevard, 15th Floor
Stamford
CT
06901
13F HOLDINGS REPORT
028-14739
N
Robert Bastone
Chief Operating Officer
203-428-2600
/s/ Robert Bastone
Stamford
CT
08-07-2017
0
38
56559
INFORMATION TABLE
2
infotable.xml
DBX ETF TR
DB XTR MSCI EUR
233051853
2282
83339
SH
SOLE
0
0
83339
ISHARES
MSCI BRIC INDX
464286657
2420
64630
SH
SOLE
0
0
64630
ISHARES
MSCI PAC JP ETF
464286665
535
12039
SH
SOLE
0
0
12039
ISHARES INC
MLT FCTR EMG MKT
46434G889
1191
27974
SH
SOLE
0
0
27974
ISHARES TR
CORE MSCI EAFE
46432F842
3233
53089
SH
SOLE
0
0
53089
ISHARES TR
INTL MOMENTUM FT
46434V449
2353
83633
SH
SOLE
0
0
83633
ISHARES TR
INTL SEL DIV ETF
464288448
2393
73131
SH
SOLE
0
0
73131
ISHARES TR
INTL VALUE FACTR
46435G409
2333
96690
SH
SOLE
0
0
96690
ISHARES TR
MLTFCTR INTL SML
46434V266
1177
41512
SH
SOLE
0
0
41512
ISHARES TR
NATIONAL MUN ETF
464288414
9216
83695
SH
SOLE
0
0
83695
ISHARES TR
U.S. FINLS ETF
464287788
10
97
SH
SOLE
0
0
97
ISHARES TR
US HLTHCARE ETF
464287762
6
34
SH
SOLE
0
0
34
ISHARES TR
US HLTHCR PR ETF
464288828
1270
8550
SH
SOLE
0
0
8550
ISHARES TR
USA MOMENTUM FCT
46432F396
2427
27301
SH
SOLE
0
0
27301
ISHARES TR
USA QUALITY FCTR
46432F339
1588
21355
SH
SOLE
0
0
21355
ISHARES TR
USA VALUE FACTOR
46432F388
2368
32188
SH
SOLE
0
0
32188
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
106
3299
SH
SOLE
0
0
3299
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
789
14363
SH
SOLE
0
0
14363
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1092
13781
SH
SOLE
0
0
13781
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
294
11922
SH
SOLE
0
0
11922
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
764
11217
SH
SOLE
0
0
11217
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
750
13938
SH
SOLE
0
0
13938
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2279
41651
SH
SOLE
0
0
41651
VANGUARD INDEX FDS
REIT ETF
922908553
694
8336
SH
SOLE
0
0
8336
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2953
23732
SH
SOLE
0
0
23732
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3416
83660
SH
SOLE
0
0
83660
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
1702
30871
SH
SOLE
0
0
30871
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
4
60
SH
SOLE
0
0
60
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
794
5590
SH
SOLE
0
0
5590
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
8
54
SH
SOLE
0
0
54
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
2132
34082
SH
SOLE
0
0
34082
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
164
1110
SH
SOLE
0
0
1110
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
53
416
SH
SOLE
0
0
416
VANGUARD WORLD FDS
INF TECH ETF
92204A702
21
152
SH
SOLE
0
0
152
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
51
423
SH
SOLE
0
0
423
VANGUARD WORLD FDS
TELCOMM ETF
92204A884
779
8484
SH
SOLE
0
0
8484
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
788
6900
SH
SOLE
0
0
6900
WISDOMTREE TR
JAPN HEDGE EQT
97717W851
2124
40848
SH
SOLE
0
0
40848