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Home > Institutional Investor > Spinnaker Trust > Profile

Instuitional Investor - Spinnaker Trust

Fund Profile
Filing Period:
Fund Name: Spinnaker Trust
Portfolio Value $1,802,305,067
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,125,087 $166,479,279 9.24%
2.
Sector Spdr Trust
 XLB 801,740 $112,989,114 6.27%
3.
Ishares Esg Msci Eafe Etf
 1,049,501 $97,582,583 5.41%
4.
Ishares Msci Usa Esg Select Etf
 589,020 $79,900,563 4.43%
5.
Ishares Trust
 VLUE 1,345,877 $65,732,640 3.65%
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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