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Spinnaker Trust

SEC CIK
0001158970
Latest filing
Aug 3, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 28, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
261
−6 vs. Q2 2022
Portfolio value
$1.21B
−$90.4M (−7.0%) vs. Q2 2022
Filed
Oct 28, 2022
SEC
Holdings of Spinnaker Trust in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46435G516ESG AW MSCI EAFE1,345,642$75.5M6.3%+91,611+7.3%Added–
iShares Tr464288802ESG OPTIMIZED974,457$74.0M6.1%−126,415−11.5%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF511,802$60.8M5.0%+326+0.1%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS986,873$57.0M4.7%+839,346+568.9%Added–
MMM3M CoStock508,842$56.2M4.7%−2,910−0.6%ReducedHistory
Vanguard Long-Term Treasury ETF92206C847ETF655,365$41.2M3.4%+189,619+40.7%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD465,966$34.6M2.9%+352,849+311.9%Added–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME1,338,471$34.6M2.9%+118,178+9.7%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF275,432$33.4M2.8%+2,782+1.0%Added–
AAPLApple Inc.Stock233,766$32.3M2.7%−2,548−1.1%ReducedHistory
MSFTMicrosoft CorpStock124,047$28.9M2.4%−447−0.4%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM612,826$23.9M2.0%+12,742+2.1%Added–
BRK.BBerkshire Hathaway IncStock86,870$23.2M1.9%+2,085+2.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF79,087$21.1M1.8%−2,253−2.8%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF133,239$19.0M1.6%+475+0.4%Added–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL325,926$18.8M1.6%+149,802+85.1%Added–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF439,858$15.0M1.2%+3,443+0.8%Added–
IAUiShares Gold TrustETF422,369$13.3M1.1%−144,662−25.5%ReducedHistory
HDHome Depot, Inc.Stock45,846$12.7M1.0%+509+1.1%AddedHistory
Vanguard World FD921910725ESG INTL STK ETF271,921$11.8M1.0%+4,480+1.7%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF140,181$11.6M1.0%+109+0.1%Added–
iShares Tr46435G425ESG AWR MSCI USA138,939$11.0M0.9%+138,939New–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF118,656$11.0M0.9%+3,017+2.6%Added–
GOOGAlphabet Inc.Stock113,843$10.9M0.9%+643+0.6%AddedConverted for a 20-for-1 splitHistory
LLYEli Lilly & CoStock31,664$10.2M0.8%+331+1.1%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF334,556$10.2M0.8%−1,778−0.5%Reduced–
DBX ETF Tr233051879XTRACK HRVST CSI346,241$9.38M0.8%+15,588+4.7%Added–
SPYSPDR S&P 500 ETF TrustETF25,978$9.28M0.8%+1,243+5.0%AddedHistory
Kraneshares Trust500767678GLOBAL CARB STRA233,014$8.67M0.7%−24,484−9.5%Reduced–
iShares Inc46434G772MSCI TAIWAN ETF200,608$8.65M0.7%+2,669+1.3%Added–
SPDR Series Trust78468R796ST STR SP500FF97,820$8.53M0.7%+480+0.5%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF144,749$8.47M0.7%+4,164+3.0%Added–
NEENextera Energy IncStock102,507$8.04M0.7%+828+0.8%AddedHistory
JNJJohnson & JohnsonStock48,520$7.93M0.7%−494−1.0%ReducedHistory
FXYInvesco CurrencyShares Japanese Yen TrustJAPANESE YEN117,576$7.60M0.6%+117,576NewHistory
JPMJPMorgan Chase & CoStock71,592$7.48M0.6%+2,295+3.3%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF111,652$7.45M0.6%+291+0.3%Added–
TXNTexas Instruments IncStock48,119$7.45M0.6%+1,047+2.2%AddedHistory
UNHUnitedHealth Group IncStock14,411$7.28M0.6%−850−5.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM81,940$7.15M0.6%−4,150−4.8%ReducedHistory
UPSUnited Parcel Service IncStock43,539$7.03M0.6%+101+0.2%AddedHistory
AMZNAmazon Com IncStock62,093$7.02M0.6%+1,257+2.1%AddedHistory
BLKBlackRock, Inc.COM12,709$6.99M0.6%+108+0.9%AddedHistory
Nestle SA ADR641069406COM64,185$6.98M0.6%+1,284+2.0%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF48,441$6.95M0.6%−223−0.5%Reduced–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW129,137$6.90M0.6%+311+0.2%Added–
PEPPepsiCo IncStock42,233$6.89M0.6%−119−0.3%ReducedHistory
CCICrown Castle Inc.REIT46,577$6.73M0.6%+993+2.2%AddedHistory
RTXRTX CorpStock80,819$6.62M0.5%+1,670+2.1%AddedHistory
DEDeere & CoStock19,100$6.38M0.5%+26+0.1%AddedHistory
PGProcter & Gamble CoStock47,893$6.05M0.5%−115−0.2%ReducedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN145,530$5.94M0.5%+145,530New–
VVisa Inc.Stock32,948$5.85M0.5%−344−1.0%ReducedHistory
COSTCostco Wholesale CorpStock11,580$5.47M0.5%+343+3.1%AddedHistory
IDXXIDEXX Laboratories IncCOM16,722$5.45M0.5%+333+2.0%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF107,653$5.30M0.4%−813−0.7%Reduced–
iShares Tr46436E767ESG MSCI USA ETF187,236$5.25M0.4%+3,246+1.8%Added–
DISWalt Disney CoStock54,334$5.13M0.4%+1,376+2.6%AddedHistory
ADPAutomatic Data Processing IncStock22,592$5.11M0.4%−195−0.9%ReducedHistory
GOOGLAlphabet Inc.Stock52,565$5.03M0.4%−375−0.7%ReducedConverted for a 20-for-1 splitHistory
NKENIKE, Inc.Stock57,172$4.75M0.4%+1,488+2.7%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF104,611$4.64M0.4%+2,495+2.4%Added–
CATCaterpillar IncStock27,724$4.55M0.4%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A11$4.47M0.4%+2+22.2%AddedHistory
WMTWalmart Inc.Stock33,829$4.39M0.4%+300+0.9%AddedHistory
ABTAbbott LaboratoriesStock44,249$4.28M0.4%00.0%UnchangedHistory
CVXChevron CorpStock28,890$4.15M0.3%+162+0.6%AddedHistory
Fidelity MSCI Health Care Index ETF316092600ETF71,665$4.13M0.3%+4,955+7.4%Added–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF89,419$3.97M0.3%+5,232+6.2%Added–
iShares Tr464288182MSCI AC ASIA ETF65,771$3.85M0.3%−250−0.4%Reduced–
MRKMerck & Co., Inc.Stock44,262$3.81M0.3%00.0%UnchangedHistory
MCDMcDonalds CorpStock16,442$3.79M0.3%+13+0.1%AddedHistory
CSCOCisco Systems, Inc.Stock91,276$3.65M0.3%+233+0.3%AddedHistory
CHDChurch & Dwight Co IncCOM49,416$3.53M0.3%00.0%UnchangedHistory
iShares Tr46432F859CORE 1 5 YR USD76,527$3.53M0.3%−1,398,691−94.8%Reduced–
CVSCVS Health CorpStock36,740$3.50M0.3%+127+0.3%AddedHistory
STLDSteel Dynamics IncCOM48,870$3.47M0.3%+48,870NewHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF18,271$3.44M0.3%+150+0.8%Added–
LINLinde PLCSHS12,521$3.38M0.3%+193+1.6%AddedHistory
ADBEAdobe Inc.Stock11,937$3.29M0.3%+11,937NewHistory
iShares Core S&P Small Cap ETF464287804ETF36,941$3.22M0.3%00.0%Unchanged–
iShares Core MSCI Eafe ETF46432F842ETF60,617$3.19M0.3%−360−0.6%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF13,097$2.87M0.2%+75+0.6%Added–
iShares Global Clean Energy ETF464288224ETF146,170$2.79M0.2%−165−0.1%Reduced–
TYLTyler Technologies IncCOM7,420$2.58M0.2%+125+1.7%AddedHistory
ELEstee Lauder Companies IncCL A11,517$2.49M0.2%+171+1.5%AddedHistory
PFEPfizer IncStock56,678$2.48M0.2%−150.0%ReducedHistory
INTCIntel CorpStock95,615$2.46M0.2%−1,250−1.3%ReducedHistory
WELLWelltower Inc.REIT37,279$2.40M0.2%+764+2.1%AddedHistory
VZVerizon Communications IncStock61,857$2.35M0.2%−961−1.5%ReducedHistory
BMYBristol Myers Squibb CoStock32,469$2.31M0.2%+82+0.3%AddedHistory
IBMInternational Business Machines CorpStock18,624$2.21M0.2%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock129,883$2.16M0.2%+2,635+2.1%AddedHistory
ABBVAbbVie Inc.Stock16,067$2.16M0.2%−50−0.3%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF4,937$1.98M0.2%−100−2.0%ReducedHistory
WEXWEX Inc.COM15,620$1.98M0.2%−531−3.3%ReducedHistory
HONHoneywell International IncCOM11,830$1.98M0.2%00.0%UnchangedHistory
MAMastercard IncStock6,716$1.91M0.2%−440−6.1%ReducedHistory
AMGNAmgen IncStock8,444$1.90M0.2%−57−0.7%ReducedHistory
iShares Russell 2000 ETF464287655ETF10,572$1.74M0.1%−194−1.8%Reduced–

Sold out since Q2 2022 (15)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Spinnaker Trust sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
VanEck ETF Trust92189F106GOLD MINERS ETF216,601$5.93M0.5%–
iShares MSCI USA Quality Factor ETF46432F339ETF47,443$5.30M0.4%–
iShares Inc464286400MSCI BRAZIL ETF186,838$5.12M0.4%–
DLRDigital Realty Trust, Inc.COM16,014$2.08M0.2%History
VanEck ETF Trust92189H607OIL SERVICES ETF7,804$1.81M0.1%–
CABOCable One, Inc.COM200$258.0K<0.1%History
Vanguard Ftse Developed Markets ETF921943858ETF6,078$248.0K<0.1%–
VFCV F CorpStock5,085$225.0K<0.1%History
Vanguard Real Estate ETF922908553ETF2,431$221.0K<0.1%–
MSAMSA Safety IncCOM1,808$219.0K<0.1%History
OTISOtis Worldwide CorpStock3,000$212.0K<0.1%History
CMECME Group Inc.COM1,025$210.0K<0.1%History
Vanguard Morningstar Growth ETF922908736ETF933$208.0K<0.1%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF8,325$206.0K<0.1%–
WBDWarner Bros. Discovery, Inc.Stock11,823$159.0K<0.1%History