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Spinnaker Trust

SEC CIK
0001158970
Latest filing
Aug 3, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 2, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
267
0 vs. Q2 2021
Portfolio value
$1.44B
+$1.92M (+0.1%) vs. Q2 2021
Filed
Nov 2, 2021
SEC
Holdings of Spinnaker Trust in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288802ESG OPTIMIZED1,050,313$100.8M7.0%+9,956+1.0%Added–
MMM3M CoStock527,127$92.5M6.4%−4,720−0.9%ReducedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,138,938$89.3M6.2%+42,816+3.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF516,835$77.2M5.4%−4,247−0.8%Reduced–
iShares Tr46432F859CORE 1 5 YR USD992,181$50.7M3.5%+186,252+23.1%Added–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME1,273,834$47.3M3.3%+29,732+2.4%Added–
iShares Tr46434V613CORE UNIVRSL USD833,254$44.4M3.1%+47,529+6.0%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF272,245$34.7M2.4%−2,860−1.0%Reduced–
MSFTMicrosoft CorpStock120,405$33.9M2.4%−2,889−2.3%ReducedHistory
AAPLApple Inc.Stock236,314$33.4M2.3%+7,449+3.3%AddedHistory
Invesco QQQ Trust Series I46090E103ETF81,362$29.1M2.0%+5,005+6.6%Added–
IAUiShares Gold TrustETF749,375$25.0M1.7%+31,506+4.4%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF133,810$24.0M1.7%−1,390−1.0%Reduced–
BRK.BBerkshire Hathaway IncStock84,079$22.9M1.6%+2,615+3.2%AddedHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,031,642$21.2M1.5%+62,097+6.4%Added–
Abrdn ETFs003261104BBRG ALL COMD K1706,142$19.8M1.4%+42,332+6.4%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF508,787$19.1M1.3%−4,679−0.9%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF192,283$18.8M1.3%−2,205−1.1%Reduced–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF435,251$18.5M1.3%−1,777−0.4%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF394,326$18.1M1.3%−32,527−7.6%Reduced–
Vanguard World FD921910725ESG INTL STK ETF264,989$16.4M1.1%+27,135+11.4%Added–
HDHome Depot, Inc.Stock47,434$15.6M1.1%+548+1.2%AddedHistory
iShares Tr46428951110+ YR INVST GRD222,769$15.4M1.1%+30,947+16.1%Added–
GOOGAlphabet Inc.Stock5,649$15.1M1.0%+67+1.2%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF107,027$14.3M1.0%−2,455−2.2%Reduced–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM302,384$14.0M1.0%+11,872+4.1%Added–
iShares Inc46434G772MSCI TAIWAN ETF220,080$13.6M0.9%+4,541+2.1%Added–
iShares Global Clean Energy ETF464288224ETF584,082$12.6M0.9%+465,033+390.6%Added–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW187,104$11.8M0.8%+3,987+2.2%Added–
JPMJPMorgan Chase & CoStock65,281$10.7M0.7%+1,367+2.1%AddedHistory
SPDR Series Trust78468R796ST STR SP500FF98,749$10.5M0.7%−3,367−3.3%Reduced–
SPYSPDR S&P 500 ETF TrustETF23,942$10.3M0.7%+1,666+7.5%AddedHistory
BLKBlackRock, Inc.COM10,787$9.05M0.6%+213+2.0%AddedHistory
VVisa Inc.Stock40,369$8.99M0.6%+730+1.8%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF130,270$8.79M0.6%−353−0.3%Reduced–
TXNTexas Instruments IncStock45,284$8.70M0.6%+828+1.9%AddedHistory
LLYEli Lilly & CoStock36,551$8.45M0.6%+642+1.8%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF49,568$8.39M0.6%−5,801−10.5%Reduced–
IDXXIDEXX Laboratories IncCOM13,403$8.34M0.6%+132+1.0%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF157,380$7.89M0.5%+11,508+7.9%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF112,949$7.78M0.5%−782−0.7%Reduced–
UPSUnited Parcel Service IncStock42,403$7.72M0.5%+1,457+3.6%AddedHistory
NKENIKE, Inc.Stock52,229$7.58M0.5%+115+0.2%AddedHistory
AMZNAmazon Com IncStock2,308$7.58M0.5%+59+2.6%AddedHistory
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS52,517$7.57M0.5%−568−1.1%Reduced–
JNJJohnson & JohnsonStock46,324$7.48M0.5%+212+0.5%AddedHistory
CCICrown Castle Inc.REIT42,269$7.33M0.5%+1,508+3.7%AddedHistory
RTXRTX CorpStock84,342$7.25M0.5%+11,397+15.6%AddedHistory
NEENextera Energy IncStock90,703$7.12M0.5%+6,173+7.3%AddedHistory
GOOGLAlphabet Inc.Stock2,632$7.04M0.5%+29+1.1%AddedHistory
iShares Tr464288182MSCI AC ASIA ETF79,895$6.79M0.5%+1,081+1.4%Added–
UNHUnitedHealth Group IncStock16,993$6.64M0.5%+351+2.1%AddedHistory
PEPPepsiCo IncStock43,806$6.59M0.5%+1,927+4.6%AddedHistory
PGProcter & Gamble CoStock46,414$6.49M0.5%+2,201+5.0%AddedHistory
First Tr Exchange-Traded FD33733E872LUNT US FACTOR185,976$6.33M0.4%+13,202+7.6%Added–
Nestle SA ADR641069406COM52,138$6.30M0.4%+1,681+3.3%Added–
DISWalt Disney CoStock34,828$5.89M0.4%+937+2.8%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF95,085$5.80M0.4%+13,006+15.8%Added–
CMCSAComcast CorpStock102,930$5.76M0.4%−1,471−1.4%ReducedHistory
MDTMedtronic plcStock45,230$5.67M0.4%+1,740+4.0%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF155,651$5.62M0.4%+7,267+4.9%Added–
CATCaterpillar IncStock27,989$5.37M0.4%−100−0.4%ReducedHistory
ABTAbbott LaboratoriesStock45,326$5.35M0.4%+155+0.3%AddedHistory
CRMSalesforce, Inc.Stock19,125$5.19M0.4%+541+2.9%AddedHistory
CSCOCisco Systems, Inc.Stock92,506$5.04M0.4%+1,069+1.2%AddedHistory
INTCIntel CorpStock93,783$5.00M0.3%+912+1.0%AddedHistory
COSTCostco Wholesale CorpStock10,531$4.73M0.3%+514+5.1%AddedHistory
WMTWalmart Inc.Stock32,242$4.49M0.3%+1,398+4.5%AddedHistory
New York Life Investments Et45409B800MERGE ARBIT ETF134,661$4.43M0.3%+3,606+2.8%Added–
XOMExxonMobil Holdings CorpCOM72,650$4.27M0.3%+172+0.2%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF17,877$4.23M0.3%+7,264+68.4%Added–
iShares Core MSCI Eafe ETF46432F842ETF56,098$4.17M0.3%+4,109+7.9%Added–
ADPAutomatic Data Processing IncStock20,363$4.07M0.3%−190−0.9%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF36,981$4.04M0.3%−90−0.2%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF75,890$4.03M0.3%+5,347+7.6%Added–
CHDChurch & Dwight Co IncCOM47,883$3.95M0.3%−115−0.2%ReducedHistory
BRK.ABerkshire Hathaway IncCL A9$3.70M0.3%+1+12.5%AddedHistory
MCDMcDonalds CorpStock15,121$3.65M0.3%+487+3.3%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL59,302$3.61M0.3%+4,573+8.4%Added–
LINLinde PLCSHS12,140$3.56M0.2%−104−0.8%ReducedHistory
STZConstellation Brands, Inc.Stock15,334$3.23M0.2%+554+3.7%AddedHistory
ELEstee Lauder Companies IncCL A10,404$3.12M0.2%+152+1.5%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF11,757$3.09M0.2%+440+3.9%Added–
WELLWelltower Inc.REIT36,558$3.01M0.2%+688+1.9%AddedHistory
VZVerizon Communications IncStock54,029$2.92M0.2%+2,763+5.4%AddedHistory
TYLTyler Technologies IncCOM6,326$2.90M0.2%+823+15.0%AddedHistory
CVSCVS Health CorpStock33,988$2.88M0.2%+1,445+4.4%AddedHistory
WEXWEX Inc.COM16,151$2.85M0.2%+50+0.3%AddedHistory
UBERUber Technologies, IncStock57,958$2.60M0.2%+12,977+28.8%AddedHistory
MRKMerck & Co., Inc.Stock33,382$2.51M0.2%+2,770+9.0%AddedHistory
WFCWells Fargo & CompanyStock53,051$2.46M0.2%−32,274−37.8%ReducedHistory
NVDANVIDIA CorpStock11,752$2.44M0.2%00.0%UnchangedConverted for a 4-for-1 splitHistory
MAMastercard IncStock6,983$2.43M0.2%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF5,047$2.43M0.2%+14+0.3%AddedHistory
MTCHMatch Group, Inc.COM15,251$2.39M0.2%+2,478+19.4%AddedHistory
iShares Russell 2000 ETF464287655ETF10,564$2.31M0.2%+5,441+106.2%Added–
DLRDigital Realty Trust, Inc.COM15,698$2.27M0.2%+770+5.2%AddedHistory
PFEPfizer IncStock48,360$2.08M0.1%+3,375+7.5%AddedHistory
EMREmerson Electric CoStock22,036$2.08M0.1%+1,254+6.0%AddedHistory
Fidelity MSCI Health Care Index ETF316092600ETF31,909$2.04M0.1%+2,252+7.6%Added–

Sold out since Q2 2021 (8)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Spinnaker Trust sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
Kraneshares Trust500767306CSI CHI INTERNET220,343$15.4M1.1%–
Fidelity MSCI Financials Index ETF316092501ETF26,309$1.38M0.1%–
BNYBank of New York Mellon CorpStock5,499$282.0K<0.1%History
YUMCYum China Holdings, Inc.COM3,368$223.0K<0.1%History
CMECME Group Inc.COM1,025$218.0K<0.1%History
DDD3D Systems CorpCOM NEW5,100$204.0K<0.1%History
Schwab U.S. Large-Cap ETF808524201ETF1,956$203.0K<0.1%–
SNYSanofiSPONSORED ADR3,808$201.0K<0.1%History