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Home > Institutional Investor > Spinnaker Trust > 13F Holdings

Instuitional Investor - Spinnaker Trust

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 2,312,710 $203,240,959 9.87%
2.
Sector Spdr Trust
 XLE 779,939 $148,594,071 7.21%
3.
Ishares Esg Msci Eafe Etf
 907,376 $93,287,359 4.53%
4.
Ishares Msci Usa Esg Select Etf
 565,699 $87,287,356 4.24%
5.
Ishares Trust
 HYG 1,370,384 $66,121,018 3.21%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.