Skip to main content

Spinnaker Trust

SEC CIK
0001158970
Latest filing
Aug 3, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 30, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
281
−4 vs. Q3 2024
Portfolio value
$1.59B
−$36.9M (−2.3%) vs. Q3 2024
Filed
Jan 30, 2025
SEC
Holdings of Spinnaker Trust in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF1,806,414$124.5M7.9%+1,008,858+126.5%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF414,737$96.4M6.1%−7,385−1.7%Reduced–
iShares Tr46435G516ESG AW MSCI EAFE1,201,071$91.4M5.8%+5,004+0.4%Added–
iShares Tr464288802ESG OPTIMIZED623,589$75.8M4.8%−5,499−0.9%Reduced–
iShares Tr46432F859CORE 1 5 YR USD1,504,770$71.9M4.5%+210,364+16.3%Added–
AAPLApple Inc.Stock222,468$55.7M3.5%+3,905+1.8%AddedHistory
MMM3M CoStock417,404$53.9M3.4%−61,000−12.8%ReducedHistory
MSFTMicrosoft CorpStock117,248$49.4M3.1%+288+0.2%AddedHistory
BRK.BBerkshire Hathaway IncStock83,215$37.7M2.4%+10.0%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF834,656$37.5M2.4%+55,249+7.1%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF123,162$27.6M1.7%−303−0.2%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF194,073$26.7M1.7%+2,804+1.5%Added–
Invesco QQQ Trust Series I46090E103ETF46,666$23.9M1.5%+1,426+3.2%Added–
SPYSPDR S&P 500 ETF TrustETF38,657$22.7M1.4%+6,983+22.0%AddedHistory
GOOGAlphabet Inc.Stock113,435$21.6M1.4%+898+0.8%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF814,822$21.3M1.3%−352,200−30.2%Reduced–
IAUiShares Gold TrustETF417,654$20.7M1.3%+7,590+1.9%AddedHistory
HDHome Depot, Inc.Stock45,848$17.8M1.1%−56−0.1%ReducedHistory
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF345,399$17.3M1.1%+345,399New–
iShares Tr46436E767ESG MSCI USA ETF332,968$16.6M1.0%+130,004+64.1%Added–
JPMJPMorgan Chase & CoStock68,603$16.4M1.0%−408−0.6%ReducedHistory
AMZNAmazon Com IncStock71,378$15.7M1.0%+433+0.6%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF308,838$14.9M0.9%−4,564−1.5%Reduced–
SPDR Series Trust78468R796ST STR SP500FF297,636$14.3M0.9%−4,728−1.6%Reduced–
AVGOBroadcom Inc.Stock58,388$13.5M0.9%+2,840+5.1%AddedHistory
Vanguard World FD921910725ESG INTL STK ETF238,113$13.5M0.9%+2,173+0.9%Added–
LLYEli Lilly & CoStock17,469$13.5M0.9%−386−2.2%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF139,182$13.5M0.8%+2,618+1.9%Added–
iShares MSCI India ETF46429B598ETF235,162$12.4M0.8%+3,277+1.4%Added–
WEXWEX Inc.COM65,633$11.5M0.7%00.0%UnchangedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT216,513$11.1M0.7%+37,430+20.9%Added–
RTXRTX CorpStock94,478$10.9M0.7%−649−0.7%ReducedHistory
iShares Inc46434G772MSCI TAIWAN ETF199,428$10.3M0.7%+1,817+0.9%Added–
NVDANVIDIA CorpStock75,180$10.1M0.6%−120−0.2%ReducedHistory
VVisa Inc.Stock30,895$9.76M0.6%+1,374+4.7%AddedHistory
TXNTexas Instruments IncStock51,719$9.70M0.6%−112−0.2%ReducedHistory
BLKBlackRock, Inc.Stock9,454$9.69M0.6%−218−2.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A14$9.53M0.6%00.0%UnchangedHistory
Global X Uranium ETF37954Y871ETF350,892$9.40M0.6%+5,718+1.7%Added–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF373,877$8.96M0.6%+129,587+53.0%Added–
GOOGLAlphabet Inc.Stock45,966$8.70M0.5%+1,280+2.9%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF105,536$8.30M0.5%+246+0.2%Added–
CRMSalesforce, Inc.Stock24,722$8.27M0.5%+41+0.2%AddedHistory
CVXChevron CorpStock56,926$8.25M0.5%+120.0%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF335,036$8.06M0.5%+77,117+29.9%Added–
WMTWalmart Inc.Stock88,636$8.01M0.5%−2,264−2.5%ReducedHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME242,913$7.75M0.5%−8,686−3.5%Reduced–
CATCaterpillar IncStock21,310$7.73M0.5%−1,900−8.2%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF58,657$7.73M0.5%−705−1.2%Reduced–
XOMExxonMobil Holdings CorpCOM70,186$7.55M0.5%−5,431−7.2%ReducedHistory
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF298,655$7.44M0.5%+128,421+75.4%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF37,228$7.38M0.5%+58+0.2%Added–
PGProcter & Gamble CoStock43,229$7.25M0.5%+278+0.6%AddedHistory
UNHUnitedHealth Group IncStock14,169$7.17M0.5%+23+0.2%AddedHistory
COSTCostco Wholesale CorpStock7,532$6.90M0.4%+41+0.5%AddedHistory
ADPAutomatic Data Processing IncStock22,701$6.65M0.4%−508−2.2%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF111,979$6.43M0.4%−2,646−2.3%Reduced–
NEENextera Energy IncStock88,644$6.35M0.4%−34,989−28.3%ReducedHistory
DEDeere & CoStock14,089$5.97M0.4%+154+1.1%AddedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF232,947$5.84M0.4%+43,057+22.7%Added–
STLDSteel Dynamics IncCOM50,184$5.72M0.4%+467+0.9%AddedHistory
JNJJohnson & JohnsonStock39,474$5.71M0.4%+286+0.7%AddedHistory
Nestle SA ADR641069406COM69,014$5.70M0.4%−2,671−3.7%Reduced–
TMOThermo Fisher Scientific Inc.Stock10,609$5.52M0.3%+336+3.3%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF20,637$5.45M0.3%+176+0.9%Added–
First Tr Exchng Traded FD VI33740U406FT VEST U.S.135,706$5.45M0.3%−1,720,956−92.7%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF120,748$5.42M0.3%+1,605+1.3%Added–
iShares Core MSCI Eafe ETF46432F842ETF74,781$5.26M0.3%+3,960+5.6%Added–
PLDPrologis, Inc.REIT49,643$5.25M0.3%+1,971+4.1%AddedHistory
iShares Semiconductor ETF464287523ETF24,148$5.20M0.3%+2,948+13.9%Added–
CHDChurch & Dwight Co IncCOM47,963$5.02M0.3%00.0%UnchangedHistory
UBERUber Technologies, IncStock82,634$4.98M0.3%+5,229+6.8%AddedHistory
ABTAbbott LaboratoriesStock42,390$4.79M0.3%−419−1.0%ReducedHistory
Fidelity MSCI Health Care Index ETF316092600ETF72,397$4.73M0.3%+4,145+6.1%Added–
PEPPepsiCo IncStock30,902$4.70M0.3%+362+1.2%AddedHistory
ADBEAdobe Inc.Stock10,467$4.65M0.3%+10,051+2,416.1%AddedHistory
CSCOCisco Systems, Inc.Stock78,199$4.63M0.3%−2,190−2.7%ReducedHistory
iShares Tr46435G425ESG AWR MSCI USA34,613$4.46M0.3%−754−2.1%Reduced–
iShares Core S&P Small Cap ETF464287804ETF37,102$4.27M0.3%+20.0%Added–
MRKMerck & Co., Inc.Stock41,932$4.17M0.3%−147−0.3%ReducedHistory
MCDMcDonalds CorpStock13,766$3.99M0.3%−58−0.4%ReducedHistory
WELLWelltower Inc.REIT31,175$3.93M0.2%−1,531−4.7%ReducedHistory
KMIKinder Morgan, Inc.Stock136,571$3.74M0.2%−5,417−3.8%ReducedHistory
iShares Tr464288182MSCI AC ASIA ETF51,625$3.73M0.2%+579+1.1%Added–
MFCManulife Financial CorpCOM118,151$3.63M0.2%−4,178−3.4%ReducedHistory
MAMastercard IncStock6,853$3.61M0.2%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock46,116$3.61M0.2%−218−0.5%ReducedHistory
IBMInternational Business Machines CorpStock16,352$3.59M0.2%−115−0.7%ReducedHistory
CRAICra International, Inc.COM17,681$3.31M0.2%−19,980−53.1%ReducedHistory
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF133,891$3.05M0.2%+80,623+151.4%Added–
EMREmerson Electric CoStock24,178$3.00M0.2%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock16,784$2.98M0.2%+1,275+8.2%AddedHistory
PFEPfizer IncStock108,970$2.89M0.2%+709+0.7%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF5,067$2.89M0.2%+68+1.4%AddedHistory
TAT&T Inc.Stock118,286$2.69M0.2%−6,307−5.1%ReducedHistory
HONHoneywell International IncCOM11,322$2.56M0.2%+50+0.4%AddedHistory
iShares Russell 2000 ETF464287655ETF10,456$2.31M0.1%+11+0.1%Added–
iShares U S ETF Tr46431W507SHOR DURA BD ETF45,302$2.29M0.1%+5,144+12.8%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF12,329$2.28M0.1%00.0%Unchanged–
UPSUnited Parcel Service IncStock17,143$2.16M0.1%+691+4.2%AddedHistory

Sold out since Q3 2024 (13)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Spinnaker Trust sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Tr46436E7180-3 MTH TREASURY174,752$17.6M1.1%–
iShares Inc464286400MSCI BRAZIL ETF285,733$8.43M0.5%–
iShares Tr46434VBG4IBONDS DEC24 ETF122,998$3.10M0.2%–
First Tr Exchng Traded FD VI33740F714FT VEST US EQT20,596$876.5K0.1%–
AAgilent Technologies, Inc.COM2,544$377.7K<0.1%History
iShares Tr46435U697IBONDS DEC12,964$338.4K<0.1%–
KEYSKeysight Technologies, Inc.Stock1,937$307.8K<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K113,234$270.5K<0.1%–
DDominion Energy, IncStock4,657$269.1K<0.1%History
Vanguard Short-Term Bond ETF921937827ETF2,630$207.0K<0.1%–
ELVElevance Health, Inc.Stock397$206.4K<0.1%History
NVSNovartis AGADR1,759$202.3K<0.1%History
Critical Solutions Inc22675T104Equities10,000$00.0%–