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Spinnaker Trust

SEC CIK
0001158970
Latest filing
Aug 3, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 31, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
285
+12 vs. Q2 2024
Portfolio value
$1.62B
+$60.8M (+3.9%) vs. Q2 2024
Filed
Oct 31, 2024
SEC
Holdings of Spinnaker Trust in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46435G516ESG AW MSCI EAFE1,196,067$100.7M6.2%+6,754+0.6%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF422,122$95.3M5.9%−2,101−0.5%Reduced–
iShares Tr464288802ESG OPTIMIZED629,088$75.7M4.7%−71,703−10.2%Reduced–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.1,856,662$73.3M4.5%−22,263−1.2%Reduced–
MMM3M CoStock478,404$65.4M4.0%−3,520−0.7%ReducedHistory
iShares Tr46432F859CORE 1 5 YR USD1,294,406$63.0M3.9%+47,921+3.8%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF797,556$53.8M3.3%+334,132+72.1%Added–
AAPLApple Inc.Stock218,563$50.9M3.1%−1,589−0.7%ReducedHistory
MSFTMicrosoft CorpStock116,960$50.3M3.1%−972−0.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock83,214$38.3M2.4%−3,600−4.1%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF779,407$35.5M2.2%+72,246+10.2%Added–
SPDR Series Trust78464A664ST LON TREAS ETF1,167,022$33.9M2.1%−266,718−18.6%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF191,269$29.5M1.8%−71,347−27.2%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF123,465$24.7M1.5%−865−0.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF45,240$22.1M1.4%+703+1.6%Added–
IAUiShares Gold TrustETF410,064$20.4M1.3%+9,747+2.4%AddedHistory
GOOGAlphabet Inc.Stock112,537$18.8M1.2%−3,040−2.6%ReducedHistory
HDHome Depot, Inc.Stock45,904$18.6M1.1%−33−0.1%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF31,674$18.2M1.1%+1,273+4.2%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY174,752$17.6M1.1%+8,024+4.8%Added–
LLYEli Lilly & CoStock17,855$15.8M1.0%−222−1.2%ReducedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF120,210$15.1M0.9%−846−0.7%Reduced–
JPMJPMorgan Chase & CoStock69,011$14.6M0.9%−2,045−2.9%ReducedHistory
Vanguard World FD921910725ESG INTL STK ETF235,940$14.5M0.9%+257+0.1%Added–
SPDR Series Trust78468R796ST STR SP500FF302,364$14.3M0.9%+35,626+13.4%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF313,402$14.2M0.9%−377−0.1%Reduced–
WEXWEX Inc.COM65,633$13.8M0.8%00.0%UnchangedHistory
iShares MSCI India ETF46429B598ETF231,885$13.6M0.8%−825−0.4%Reduced–
AMZNAmazon Com IncStock70,945$13.2M0.8%−1,859−2.6%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF136,564$12.3M0.8%−177−0.1%Reduced–
RTXRTX CorpStock95,127$11.5M0.7%−4,172−4.2%ReducedHistory
TXNTexas Instruments IncStock51,831$10.7M0.7%−1,908−3.6%ReducedHistory
iShares Inc46434G772MSCI TAIWAN ETF197,611$10.6M0.7%−1,771−0.9%Reduced–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN178,576$10.6M0.7%+9,649+5.7%Added–
NEENextera Energy IncStock123,633$10.5M0.6%−4,859−3.8%ReducedHistory
iShares Tr46436E767ESG MSCI USA ETF202,964$9.96M0.6%+38,896+23.7%Added–
Global X Uranium ETF37954Y871ETF345,174$9.88M0.6%−3,215−0.9%Reduced–
BRK.ABerkshire Hathaway IncCL A14$9.68M0.6%+1+7.7%AddedHistory
AVGOBroadcom Inc.Stock55,548$9.58M0.6%+15,068+37.2%AddedConverted for a 10-for-1 splitHistory
BLKBlackRock, Inc.COM9,672$9.18M0.6%−307−3.1%ReducedHistory
NVDANVIDIA CorpStock75,300$9.14M0.6%−1,120−1.5%ReducedHistory
CATCaterpillar IncStock23,210$9.08M0.6%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM75,617$8.86M0.5%−172−0.2%ReducedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT179,083$8.86M0.5%+8,401+4.9%Added–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME251,599$8.83M0.5%−846,762−77.1%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF105,290$8.74M0.5%−663−0.6%Reduced–
iShares Inc464286400MSCI BRAZIL ETF285,733$8.43M0.5%+10,410+3.8%Added–
CVXChevron CorpStock56,914$8.38M0.5%−1,566−2.7%ReducedHistory
UNHUnitedHealth Group IncStock14,146$8.27M0.5%−518−3.5%ReducedHistory
VVisa Inc.Stock29,521$8.12M0.5%−177−0.6%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF59,362$8.04M0.5%−513−0.9%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF37,170$7.46M0.5%+606+1.7%Added–
PGProcter & Gamble CoStock42,951$7.44M0.5%−980−2.2%ReducedHistory
GOOGLAlphabet Inc.Stock44,686$7.41M0.5%+198+0.4%AddedHistory
WMTWalmart Inc.Stock90,900$7.34M0.5%−1,152−1.3%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF114,625$7.22M0.4%+1,422+1.3%Added–
Nestle SA ADR641069406COM71,685$7.22M0.4%−2,101−2.8%Reduced–
CRMSalesforce, Inc.Stock24,681$6.76M0.4%−874−3.4%ReducedHistory
COSTCostco Wholesale CorpStock7,491$6.64M0.4%−426−5.4%ReducedHistory
CRAICra International, Inc.COM37,661$6.60M0.4%−3,000−7.4%ReducedHistory
ADPAutomatic Data Processing IncStock23,209$6.42M0.4%−40−0.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock10,273$6.35M0.4%−546−5.0%ReducedHistory
JNJJohnson & JohnsonStock39,188$6.35M0.4%−460−1.2%ReducedHistory
STLDSteel Dynamics IncCOM49,717$6.27M0.4%−2,386−4.6%ReducedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF257,919$6.27M0.4%+40,850+18.8%Added–
PLDPrologis, Inc.REIT47,672$6.02M0.4%−2,836−5.6%ReducedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF244,290$5.95M0.4%+19,929+8.9%Added–
UBERUber Technologies, IncStock77,405$5.82M0.4%+2,284+3.0%AddedHistory
DEDeere & CoStock13,935$5.82M0.4%−826−5.6%ReducedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF119,143$5.57M0.3%+7,740+6.9%Added–
iShares Core MSCI Eafe ETF46432F842ETF70,821$5.53M0.3%+1,656+2.4%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF20,461$5.40M0.3%−20−0.1%Reduced–
PEPPepsiCo IncStock30,540$5.19M0.3%−1,470−4.6%ReducedHistory
CHDChurch & Dwight Co IncCOM47,963$5.02M0.3%+108+0.2%AddedHistory
Fidelity MSCI Health Care Index ETF316092600ETF68,252$4.97M0.3%+5,122+8.1%Added–
iShares Semiconductor ETF464287523ETF21,200$4.89M0.3%+444+2.1%Added–
ABTAbbott LaboratoriesStock42,809$4.88M0.3%−983−2.2%ReducedHistory
MRKMerck & Co., Inc.Stock42,079$4.78M0.3%00.0%UnchangedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF189,890$4.77M0.3%+19,098+11.2%Added–
iShares Tr46435G425ESG AWR MSCI USA35,367$4.46M0.3%+5,188+17.2%Added–
GEHCGE HealthCare Technologies Inc.Stock46,334$4.35M0.3%−25,639−35.6%ReducedHistory
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF170,234$4.35M0.3%+28,863+20.4%Added–
iShares Core S&P Small Cap ETF464287804ETF37,100$4.34M0.3%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock80,389$4.28M0.3%+2,906+3.8%AddedHistory
MCDMcDonalds CorpStock13,824$4.21M0.3%−727−5.0%ReducedHistory
WELLWelltower Inc.REIT32,706$4.19M0.3%−336−1.0%ReducedHistory
iShares Tr464288182MSCI AC ASIA ETF51,046$4.00M0.2%−106−0.2%Reduced–
IBMInternational Business Machines CorpStock16,467$3.64M0.2%−1,141−6.5%ReducedHistory
MFCManulife Financial CorpCOM122,329$3.61M0.2%−5,857−4.6%ReducedHistory
MAMastercard IncStock6,853$3.38M0.2%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock141,988$3.14M0.2%−1,594−1.1%ReducedHistory
PFEPfizer IncStock108,261$3.13M0.2%+833+0.8%AddedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF122,998$3.10M0.2%−1,540−1.2%Reduced–
ABBVAbbVie Inc.Stock15,509$3.06M0.2%−482−3.0%ReducedHistory
DOWDow Inc.Stock55,770$3.05M0.2%+1,237+2.3%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF4,999$2.85M0.2%−20.0%ReducedHistory
TAT&T Inc.Stock124,593$2.74M0.2%+515+0.4%AddedHistory
AMGNAmgen IncStock8,311$2.68M0.2%+127+1.6%AddedHistory
EMREmerson Electric CoStock24,178$2.64M0.2%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM4,731$2.39M0.1%−547−10.4%ReducedHistory

Sold out since Q2 2024 (6)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Spinnaker Trust sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SPDR Ser Tr78468R655S&P KENSHO CLEAN33,375$2.01M0.1%–
iShares Tr464287689RUSSELL 3000 ETF2,695$831.9K0.1%–
GDGeneral Dynamics CorpStock750$217.6K<0.1%History
DELLDell Technologies Inc.Stock1,520$209.6K<0.1%History
MCHPMicrochip Technology IncStock2,224$203.5K<0.1%History
PVBCProvident Bancorp, Inc.COM NEW10,783$109.9K<0.1%History