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Home > Institutional Investor > Spinnaker Trust > Profile

Instuitional Investor - Spinnaker Trust

Fund Profile
Filing Period:
Fund Name: Spinnaker Trust
Portfolio Value $1,868,166,823
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,166,677 $173,810,820 9.3%
2.
Sector Spdr Trust
 XLB 796,240 $114,634,673 6.14%
3.
Ishares Esg Msci Eafe Etf
 1,052,778 $100,108,633 5.36%
4.
Ishares Msci Usa Esg Select Etf
 585,818 $81,630,810 4.37%
5.
Ishares Trust
 VLUE 1,384,279 $67,483,633 3.61%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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