Skip to main content

Spinnaker Trust

SEC CIK
0001158970
Latest filing
Aug 3, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Jul 25, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
267
−8 vs. Q1 2022
Portfolio value
$1.30B
−$186.6M (−12.6%) vs. Q1 2022
Filed
Jul 25, 2022
SEC
Holdings of Spinnaker Trust in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288802ESG OPTIMIZED1,100,872$88.8M6.9%+22,006+2.0%Added–
iShares Tr46435G516ESG AW MSCI EAFE1,254,031$78.7M6.1%+42,540+3.5%Added–
iShares Tr46432F859CORE 1 5 YR USD1,475,218$69.9M5.4%−341,390−18.8%Reduced–
MMM3M CoStock511,752$66.2M5.1%−2,710−0.5%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF511,476$65.0M5.0%+591+0.1%Added–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME1,220,293$36.3M2.8%+30,251+2.5%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF272,650$35.0M2.7%+2,122+0.8%Added–
Vanguard Long-Term Treasury ETF92206C847ETF465,746$32.7M2.5%+465,746New–
AAPLApple Inc.Stock236,314$32.3M2.5%+1,867+0.8%AddedHistory
MSFTMicrosoft CorpStock124,494$32.0M2.5%+3,725+3.1%AddedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM600,084$24.7M1.9%+162,310+37.1%Added–
BRK.BBerkshire Hathaway IncStock84,785$23.1M1.8%+164+0.2%AddedHistory
Invesco QQQ Trust Series I46090E103ETF81,340$22.8M1.8%+2,081+2.6%Added–
IAUiShares Gold TrustETF567,031$19.5M1.5%−17,031−2.9%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF132,764$18.3M1.4%+421+0.3%Added–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF436,415$15.7M1.2%+853+0.2%Added–
Vanguard World FD921910725ESG INTL STK ETF267,441$13.1M1.0%+7,268+2.8%Added–
Kraneshares Trust500767678GLOBAL CARB STRA257,498$12.7M1.0%+13,727+5.6%Added–
HDHome Depot, Inc.Stock45,337$12.4M1.0%+572+1.3%AddedHistory
GOOGAlphabet Inc.Stock5,660$12.4M1.0%+43+0.8%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF140,072$12.2M0.9%−49,692−26.2%Reduced–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF115,639$11.9M0.9%+3,816+3.4%Added–
DBX ETF Tr233051879XTRACK HRVST CSI330,653$11.3M0.9%+330,653New–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL176,124$10.9M0.8%+95,358+118.1%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF336,334$10.6M0.8%−149,877−30.8%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF244,422$10.2M0.8%−182,090−42.7%Reduced–
LLYEli Lilly & CoStock31,333$10.2M0.8%−2,614−7.7%ReducedHistory
iShares Inc46434G772MSCI TAIWAN ETF197,939$9.98M0.8%+4,438+2.3%Added–
SPYSPDR S&P 500 ETF TrustETF24,735$9.33M0.7%+154+0.6%AddedHistory
SPDR Series Trust78468R796ST STR SP500FF97,340$8.98M0.7%−387−0.4%Reduced–
Schwab U.S. Large-Cap Value ETF808524409ETF140,585$8.78M0.7%+4,462+3.3%Added–
JNJJohnson & JohnsonStock49,014$8.70M0.7%+1,399+2.9%AddedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS147,527$8.68M0.7%+147,527New–
Abrdn ETFs003261104BBRG ALL COMD K1318,267$8.64M0.7%−3,809−1.2%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD113,117$8.63M0.7%+113,117New–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF111,361$8.04M0.6%+210.0%Added–
iShares Tr464288687PFD AND INCM SEC241,765$7.95M0.6%+241,765New–
UPSUnited Parcel Service IncStock43,438$7.93M0.6%+1,575+3.8%AddedHistory
NEENextera Energy IncStock101,679$7.88M0.6%+5,493+5.7%AddedHistory
UNHUnitedHealth Group IncStock15,261$7.84M0.6%+363+2.4%AddedHistory
JPMJPMorgan Chase & CoStock69,297$7.80M0.6%+2,526+3.8%AddedHistory
CCICrown Castle Inc.REIT45,584$7.67M0.6%+1,851+4.2%AddedHistory
BLKBlackRock, Inc.COM12,601$7.67M0.6%+1,476+13.3%AddedHistory
RTXRTX CorpStock79,149$7.61M0.6%−6,575−7.7%ReducedHistory
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW128,826$7.57M0.6%−45,014−25.9%Reduced–
XOMExxonMobil Holdings CorpCOM86,090$7.37M0.6%+16,378+23.5%AddedHistory
Nestle SA ADR641069406COM62,901$7.32M0.6%+16,215+34.7%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF48,664$7.29M0.6%−432−0.9%Reduced–
TXNTexas Instruments IncStock47,072$7.23M0.6%+1,109+2.4%AddedHistory
PEPPepsiCo IncStock42,352$7.06M0.5%−186−0.4%ReducedHistory
PGProcter & Gamble CoStock48,008$6.90M0.5%+881+1.9%AddedHistory
VVisa Inc.Stock33,292$6.55M0.5%+39+0.1%AddedHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF376,352$6.49M0.5%−940,983−71.4%Reduced–
AMZNAmazon Com IncStock60,836$6.46M0.5%+7,936+15.0%AddedConverted for a 20-for-1 splitHistory
VanEck ETF Trust92189F106GOLD MINERS ETF216,601$5.93M0.5%+24,685+12.9%Added–
GOOGLAlphabet Inc.Stock2,647$5.77M0.4%+13+0.5%AddedHistory
IDXXIDEXX Laboratories IncCOM16,389$5.75M0.4%+2,054+14.3%AddedHistory
DEDeere & CoStock19,074$5.71M0.4%+2,069+12.2%AddedHistory
NKENIKE, Inc.Stock55,684$5.69M0.4%+5,597+11.2%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF183,990$5.50M0.4%+8,479+4.8%Added–
COSTCostco Wholesale CorpStock11,237$5.39M0.4%+93+0.8%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF108,466$5.34M0.4%−50,047−31.6%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF47,443$5.30M0.4%+19,788+71.6%Added–
iShares Inc464286400MSCI BRAZIL ETF186,838$5.12M0.4%+6,934+3.9%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF102,116$5.10M0.4%+2,327+2.3%Added–
DISWalt Disney CoStock52,958$5.00M0.4%+10,669+25.2%AddedHistory
CATCaterpillar IncStock27,724$4.96M0.4%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock44,249$4.81M0.4%−430−1.0%ReducedHistory
ADPAutomatic Data Processing IncStock22,787$4.79M0.4%+2,580+12.8%AddedHistory
MDTMedtronic plcStock52,667$4.73M0.4%+1,475+2.9%AddedHistory
CHDChurch & Dwight Co IncCOM49,416$4.58M0.4%00.0%UnchangedHistory
iShares Tr464288182MSCI AC ASIA ETF66,021$4.57M0.4%+1,730+2.7%Added–
CVXChevron CorpStock28,728$4.16M0.3%+8,360+41.0%AddedHistory
WMTWalmart Inc.Stock33,529$4.08M0.3%−309−0.9%ReducedHistory
MCDMcDonalds CorpStock16,429$4.06M0.3%+215+1.3%AddedHistory
Fidelity MSCI Health Care Index ETF316092600ETF66,710$4.05M0.3%+30,726+85.4%Added–
MRKMerck & Co., Inc.Stock44,262$4.04M0.3%+10,883+32.6%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF84,187$3.92M0.3%−588−0.7%Reduced–
CRMSalesforce, Inc.Stock23,602$3.90M0.3%−275−1.2%ReducedHistory
CSCOCisco Systems, Inc.Stock91,043$3.88M0.3%+1,061+1.2%AddedHistory
BRK.ABerkshire Hathaway IncCL A9$3.68M0.3%00.0%UnchangedHistory
INTCIntel CorpStock96,865$3.62M0.3%+2,127+2.2%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF60,977$3.59M0.3%+2,630+4.5%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF18,121$3.57M0.3%+17+0.1%Added–
LINLinde PLCSHS12,328$3.54M0.3%−26−0.2%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF36,941$3.41M0.3%−445−1.2%Reduced–
CVSCVS Health CorpStock36,613$3.39M0.3%+317+0.9%AddedHistory
VZVerizon Communications IncStock62,818$3.19M0.2%+5,584+9.8%AddedHistory
WELLWelltower Inc.REIT36,515$3.01M0.2%−275−0.7%ReducedHistory
PFEPfizer IncStock56,693$2.97M0.2%+6,077+12.0%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF13,022$2.95M0.2%+386+3.1%Added–
ELEstee Lauder Companies IncCL A11,346$2.89M0.2%+766+7.2%AddedHistory
iShares Global Clean Energy ETF464288224ETF146,335$2.79M0.2%+419+0.3%Added–
IBMInternational Business Machines CorpStock18,624$2.63M0.2%+1,440+8.4%AddedHistory
WEXWEX Inc.COM16,151$2.51M0.2%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock32,387$2.49M0.2%+4,775+17.3%AddedHistory
ABBVAbbVie Inc.Stock16,117$2.47M0.2%−38−0.2%ReducedHistory
TYLTyler Technologies IncCOM7,295$2.42M0.2%+455+6.7%AddedHistory
MAMastercard IncStock7,156$2.26M0.2%−243−3.3%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD47,505$2.22M0.2%−11,913−20.0%Reduced–

Sold out since Q1 2022 (20)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Spinnaker Trust sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
iShares Tr46428743220 YR TR BD ETF96,673$12.8M0.9%–
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF398,913$11.1M0.7%–
First Tr Exchange-Traded FD33733E872LUNT US FACTOR212,844$6.97M0.5%–
iShares Tr46434V514MSCI CHINA A175,982$6.49M0.4%–
MTCHMatch Group, Inc.COM19,090$2.08M0.1%History
GLPGlobal Partners LPCOM UNITS12,450$340.0K<0.1%History
BABoeing CoStock1,445$277.0K<0.1%History
iShares Tr46428951110+ YR INVST GRD4,332$266.0K<0.1%–
CNRCore Natural Resources, Inc.COM6,925$261.0K<0.1%History
Vanguard Consumer Discretionary ETF92204A108ETF846$258.0K<0.1%–
AEMAgnico Eagle Mines LtdStock3,882$238.0K<0.1%History
Kraneshares Trust500767405BOSERA MSCI CHIN6,459$237.0K<0.1%–
iShares Tr464287291GLOBAL TECH ETF4,070$236.0K<0.1%–
NFLXNetflix IncStock613$230.0K<0.1%History
CARRCarrier Global CorpStock4,958$227.0K<0.1%History
TXTTextron IncCOM3,000$223.0K<0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/999910,708$217.0K<0.1%History
ADBEAdobe Inc.Stock457$208.0K<0.1%History
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS1,528$207.0K<0.1%–
iShares Tr464287531US DIGI REAL ETF2,719$201.0K<0.1%–