87 is the total number of securities Spruce Investment Advisors LLC has owned. The longest Spruce Investment Advisors LLC has owned a single stock is 17 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DXJ | WISDOMTREE TRUST | 17 | 17 | 0.75% | 12.42% | 42.12% | Q2 2013 | Q2 2017 | 17 |
| VGK | VANGUARD INTL EQUITY I... | 17 | 17 | 1.47% | 6.40% | 18.49% | Q2 2013 | Q2 2017 | 17 |
| VWO | VANGUARD INTL EQUITY I... | 16 | 1 | 0.78% | 4.95% | 15.86% | Q3 2013 | Q4 2017 | 17 |
| VCR | VANGUARD WORLD FDS | 16 | 16 | 1.40% | 6.48% | 14.63% | Q1 2014 | Q4 2017 | 16 |
| VTI | VANGUARD INDEX FDS | 13 | 3 | 0.45% | 5.13% | 11.04% | Q2 2013 | Q2 2017 | 16 |
| SPY | SPDR S&P 500 ETF TR | 16 | 16 | 1.52% | 3.91% | 11.44% | Q2 2013 | Q1 2017 | 16 |
| BND | VANGUARD BD INDEX FD INC | 16 | 16 | 0.16% | 2.93% | 20.37% | Q2 2013 | Q1 2017 | 16 |
| XLK | SELECT SECTOR SPDR TR | 15 | 15 | 4.03% | 7.43% | 12.72% | Q2 2014 | Q4 2017 | 15 |
| IHF | ISHARES TR | 15 | 15 | 1.24% | 3.07% | 9.12% | Q2 2014 | Q4 2017 | 15 |
| XLP | SELECT SECTOR SPDR TR | 14 | 14 | 1.40% | 3.41% | 6.57% | Q3 2014 | Q4 2017 | 14 |
| VT | VANGUARD INTL EQUITY I... | 13 | 1 | 0.00% | 2.78% | 7.75% | Q2 2013 | Q3 2017 | 14 |
| XLF | SELECT SECTOR SPDR TR | 14 | 14 | 0.29% | 2.57% | 6.10% | Q3 2014 | Q4 2017 | 14 |
| XLI | SELECT SECTOR SPDR TR | 14 | 14 | 0.23% | 1.43% | 4.00% | Q3 2014 | Q4 2017 | 14 |
| XLB | SELECT SECTOR SPDR TR | 14 | 14 | 0.20% | 1.38% | 4.01% | Q3 2014 | Q4 2017 | 14 |
| VEU | VANGUARD INTL EQUITY I... | 13 | 13 | 0.14% | 0.28% | 0.74% | Q2 2013 | Q2 2016 | 13 |
| QQQ | POWERSHARES QQQ TRUST | 13 | 13 | 0.08% | 0.17% | 0.48% | Q2 2013 | Q2 2016 | 13 |
| VIS | VANGUARD WORLD FDS | 12 | 12 | 0.09% | 2.22% | 5.68% | Q4 2014 | Q3 2017 | 12 |
| VHT | VANGUARD WORLD FDS | 12 | 12 | 0.29% | 1.96% | 3.68% | Q4 2014 | Q3 2017 | 12 |
| USCI | UNITED STS COMMODITY I... | 11 | 11 | 0.25% | 0.64% | 2.48% | Q2 2013 | Q4 2015 | 11 |
| GLD | SPDR GOLD TRUST | 11 | 11 | 0.13% | 0.31% | 1.38% | Q2 2013 | Q4 2015 | 11 |
| VDE | VANGUARD WORLD FDS | 5 | 5 | 1.17% | 2.95% | 7.09% | Q3 2014 | Q1 2017 | 10 |
| VAW | VANGUARD WORLD FDS | 6 | 4 | 0.07% | 1.96% | 4.68% | Q4 2014 | Q3 2017 | 10 |
| VNQ | VANGUARD INDEX FDS | 5 | 5 | 0.15% | 0.75% | 1.48% | Q4 2014 | Q4 2017 | 10 |
| VPU | VANGUARD WORLD FDS | 8 | 1 | 0.30% | 1.74% | 4.45% | Q1 2015 | Q4 2017 | 9 |
| XLV | SELECT SECTOR SPDR TR | 8 | 1 | 0.07% | 1.49% | 2.32% | Q3 2015 | Q4 2017 | 9 |
| XLE | SELECT SECTOR SPDR TR | 7 | 2 | 0.12% | 0.34% | 0.81% | Q3 2014 | Q1 2017 | 9 |
| VFH | VANGUARD WORLD FDS | 8 | 8 | 2.16% | 3.48% | 5.28% | Q1 2016 | Q4 2017 | 8 |
| VGT | VANGUARD WORLD FDS | 4 | 4 | 0.02% | 0.60% | 1.26% | Q4 2014 | Q3 2017 | 8 |
| IEFA | ISHARES TR | 7 | 7 | 5.72% | 8.68% | 19.54% | Q2 2016 | Q4 2017 | 7 |
| MUB | ISHARES TR | 7 | 7 | 0.34% | 7.57% | 16.29% | Q1 2016 | Q3 2017 | 7 |
| IDV | ISHARES TR | 7 | 7 | 0.28% | 6.16% | 13.07% | Q2 2016 | Q4 2017 | 7 |
| FEZ | SPDR INDEX SHS FDS | 7 | 7 | 0.14% | 4.56% | 7.43% | Q3 2014 | Q1 2016 | 7 |
| EWU | ISHARES TR | 7 | 7 | 0.10% | 3.00% | 4.43% | Q3 2014 | Q1 2016 | 7 |
| DBEU | DBX ETF TR | 4 | 2 | 0.13% | 4.69% | 12.32% | Q1 2016 | Q4 2017 | 6 |
| EWL | ISHARES | 6 | 6 | 1.14% | 1.61% | 2.25% | Q3 2014 | Q4 2015 | 6 |
| HEDJ | WISDOMTREE TR | 6 | 6 | 0.28% | 1.40% | 3.94% | Q1 2015 | Q2 2016 | 6 |
| XLU | SELECT SECTOR SPDR TR | 4 | 2 | 0.06% | 1.05% | 2.29% | Q3 2014 | Q1 2017 | 6 |
| SHY | ISHARES TR | 4 | 2 | 0.06% | 0.23% | 0.54% | Q2 2013 | Q1 2015 | 6 |
| VYM | VANGUARD WHITEHALL FDS... | 5 | 5 | 1.00% | 10.95% | 19.55% | Q1 2016 | Q1 2017 | 5 |
| ACWI | ISHARES TR | 3 | 2 | 0.65% | 2.81% | 6.35% | Q2 2013 | Q1 2015 | 5 |
| VOX | VANGUARD WORLD FDS | 5 | 5 | 0.54% | 1.39% | 2.03% | Q4 2016 | Q4 2017 | 5 |
| DWX | SPDR INDEX SHS FDS | 5 | 5 | 0.19% | 0.34% | 0.64% | Q2 2013 | Q2 2014 | 5 |
| DFE | WISDOMTREE TR | 4 | 4 | 1.23% | 15.08% | 23.35% | Q4 2013 | Q3 2014 | 4 |
| EWG | ISHARES | 4 | 4 | 6.23% | 8.79% | 11.09% | Q3 2013 | Q2 2014 | 4 |
| IJS | ISHARES TR | 4 | 4 | 2.54% | 5.11% | 6.49% | Q2 2016 | Q1 2017 | 4 |
| BKF | ISHARES INC | 4 | 4 | 3.52% | 4.42% | 5.03% | Q1 2017 | Q4 2017 | 4 |
| MTUM | ISHARES TR | 4 | 4 | 2.90% | 4.22% | 4.90% | Q1 2017 | Q4 2017 | 4 |
| VLUE | ISHARES TR | 4 | 4 | 1.93% | 3.92% | 4.86% | Q1 2017 | Q4 2017 | 4 |
| IXC | ISHARES TR | 2 | 2 | 0.06% | 0.83% | 1.98% | Q3 2015 | Q1 2017 | 4 |
| EPP | ISHARES | 2 | 1 | 0.28% | 0.55% | 0.95% | Q1 2014 | Q2 2017 | 4 |
| XLRE | SELECT SECTOR SPDR TR | 4 | 4 | 0.08% | 0.26% | 0.56% | Q4 2016 | Q3 2017 | 4 |
| EWJ | ISHARES | 4 | 4 | 0.09% | 0.16% | 0.24% | Q2 2015 | Q1 2016 | 4 |
| VDC | VANGUARD WORLD FDS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
| IYF | ISHARES TR | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
| IYH | ISHARES TR | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
| EMGF | ISHARES INC | 3 | 3 | 2.11% | 7.69% | 11.00% | Q2 2017 | Q4 2017 | 3 |
| ISCF | ISHARES TR | 3 | 3 | 2.08% | 5.14% | 7.34% | Q2 2017 | Q4 2017 | 3 |
| IMTM | ISHARES TR | 3 | 3 | 4.16% | 4.60% | 4.91% | Q2 2017 | Q4 2017 | 3 |
| IVLU | ISHARES TR | 3 | 3 | 4.12% | 4.53% | 4.81% | Q2 2017 | Q4 2017 | 3 |
| VB | VANGUARD INDEX FDS | 3 | 3 | 0.23% | 1.17% | 2.72% | Q2 2013 | Q4 2013 | 3 |
| IWM | ISHARES TR | 3 | 3 | 0.08% | 0.13% | 0.21% | Q2 2015 | Q4 2015 | 3 |
| SUB | ISHARES TR | 2 | 2 | 12.50% | 12.56% | 12.63% | Q4 2016 | Q1 2017 | 2 |
| IEI | ISHARES TR | 2 | 2 | 1.12% | 9.70% | 18.29% | Q2 2013 | Q3 2013 | 2 |
| SHM | SPDR SERIES TRUST | 2 | 2 | 0.14% | 8.49% | 16.84% | Q4 2013 | Q1 2014 | 2 |
| IEF | ISHARES TR | 2 | 2 | 3.28% | 5.48% | 7.69% | Q3 2015 | Q4 2015 | 2 |
| IGSB | ISHARES TR | 2 | 2 | 3.16% | 3.34% | 3.52% | Q4 2016 | Q1 2017 | 2 |
| MLPI | UBS AG JERSEY BRH | 2 | 2 | 0.75% | 2.22% | 3.68% | Q1 2015 | Q2 2015 | 2 |
| GXC | SPDR INDEX SHS FDS | 2 | 2 | 0.87% | 1.12% | 1.37% | Q3 2013 | Q4 2013 | 2 |
| XVZ | BARCLAYS BK PLC | 2 | 2 | 0.72% | 0.91% | 1.09% | Q2 2013 | Q3 2013 | 2 |
| SDY | SPDR SERIES TRUST | 2 | 2 | 0.58% | 0.79% | 1.00% | Q2 2013 | Q3 2013 | 2 |
| XIV | CREDIT SUISSE NASSAU BRH | 2 | 2 | 0.30% | 0.32% | 0.35% | Q2 2013 | Q3 2013 | 2 |
| 6699SC | ISHARES | 1 | 1 | 5.25% | 5.25% | 5.25% | Q2 2014 | Q2 2014 | 1 |
| QUAL | ISHARES TR | 1 | 1 | 2.81% | 2.81% | 2.81% | Q2 2017 | Q2 2017 | 1 |
| VOE | VANGUARD INDEX FDS | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2017 | Q1 2017 | 1 |
| EWY | ISHARES | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2015 | Q2 2015 | 1 |
| EWH | ISHARES | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2015 | Q2 2015 | 1 |
| EWT | ISHARES | 1 | 1 | 1.41% | 1.41% | 1.41% | Q2 2015 | Q2 2015 | 1 |
| RSX | MARKET VECTORS ETF TR | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2014 | Q2 2014 | 1 |
| GXG | GLOBAL X FDS | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2014 | Q2 2014 | 1 |
| EWZ | ISHARES | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2014 | Q2 2014 | 1 |
| RPV | RYDEX ETF TRUST | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2017 | Q1 2017 | 1 |
| AOR | ISHARES TR | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
| ATMP | BARCLAYS BK PLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
| MLPX | GLOBAL X FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
| IBME | ISHARES | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
| GDX | MARKET VECTORS ETF TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
| SCZ | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Download | |||||||||
The securities at the top of the list , including WISDOMTREE TRUST, VANGUARD INTL EQUITY INDEX F, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of Spruce Investment Advisors LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Spruce Investment Advisors LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Spruce Investment Advisors LLC owns currently or has owned in the past.