Spinnaker Investment Group, LLC Incresed Positions in Q4 2025

Spinnaker Investment Group, LLC

  • $500 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
10.8K
+ 168.08%
$141.95 - $152.82 $1.54M - $1.65M
17.2K $2.62M
XLU
Utilities Sector Spdr

ETFs
17.3K
+ 131.57%
$87.89 - $92.9 $1.52M - $1.61M
30.4K $2.7M
DFAU
Dimensional ETF Tr

ETFs
17.2K
+ 0.72%
$44.77 - $47.01 $772K - $810K
2.43M $111M
NOW
Service Now, Inc.

Technology
1.26K
+ 386.77%
$835.79 - $946.29 $1.05M - $1.19M
1.58K $1.32M
DFAI
Dimensional ETF Tr

ETFs
3.71K
+ 0.31%
$35.82 - $37.52 $133K - $139K
1.18M $43.8M
MUB
Ishares National Muni Bond ETF

ETFs
9.09K
+ 78.48%
$106.36 - $107.61 $966K - $978K
20.7K $2.21M
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
18.1K
+ 68.14%
N/A
44.5K $2.06M
AAPL
Apple Inc.

Technology
450
+ 1.01%
$245.27 - $275.25 $110K - $124K
44.9K $12M
STOT
Spdr Doubleline Short Duration

ETFs
13.5K
+ 2.39%
$47.24 - $47.54 $638K - $642K
578K $27.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.01K
+ 33.12%
$213.04 - $254.0 $429K - $511K
8.09K $1.9M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
5.33K
+ 24.42%
$56.35 - $64.61 $300K - $344K
27.2K $1.57M
XLK
Technology Sector Spdr

ETFs
1.05K
+ 100.0%
$278.39 - $304.13 $293K - $320K
2.1K $605K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.48K
+ 131.88%
$185.12 - $192.11 $274K - $285K
2.6K $487K
VHT
Vanguard Health Care ETF

ETFs
845
+ 54.98%
$264.7 - $283.93 $224K - $240K
2.38K $673K
GOOGL
Alphabet Inc.

Communication Services
625
+ 20.65%
$236.57 - $291.31 $148K - $182K
3.65K $1.01M
IVE
Ishares S&P 500 Value ETF

ETFs
1.12K
+ 50.91%
$202.52 - $212.07 $227K - $238K
3.32K $695K
CMF
Ishares California Muni Bond E

ETFs
3.78K
+ 20.75%
$56.96 - $57.62 $215K - $218K
22K $1.26M
VEA
Vanguard Ftse Developed Market

ETFs
3.22K
+ 31.23%
$59.18 - $62.09 $191K - $200K
13.5K $830K
VT
Vanguard Total World Stk Index

ETFs
1.49K
+ 89.35%
$135.16 - $141.78 $201K - $211K
3.15K $438K
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
+ 29.32%
$201.42 - $211.15 $215K - $225K
4.71K $966K
AMGN
Amgen Inc

Healthcare
38
+ 1.55%
$290.13 - $341.71 $11K - $13K
2.49K $850K
ADBE
Adobe Inc.

Technology
553
+ 65.91%
$325.07 - $359.91 $180K - $199K
1.39K $452K
AGNC
Agnc Investment Corp.

Real Estate
12.1K
+ 17.01%
$9.88 - $10.34 $119K - $125K
83.1K $843K
IEMG
Ishares Inc

ETFs
2.73K
+ 44.81%
N/A
8.83K $473K
GOOG
Alphabet Inc.

Communication Services
184
+ 8.25%
$237.49 - $291.74 $43.7K - $53.7K
2.41K $689K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
10.3K
+ 25.06%
$11.65 - $12.68 $120K - $131K
51.6K $642K
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 3.21%
$653.02 - $687.39 $108K - $113K
5.3K $3.53M
QDPL
Pacer Fds Tr Metaurus Us Large
2.16K
+ 7.52%
$41.18 - $43.1 $88.9K - $93.1K
30.9K $1.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.69K
+ 28.29%
$52.54 - $55.77 $88.5K - $94K
7.64K $419K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.22K
+ 10.07%
$58.76 - $62.27 $71.9K - $76.2K
13.4K $814K
LLY
Eli Lilly & CO

Healthcare
20
+ 7.49%
$799.57 - $1025.28 $16K - $20.5K
287 $293K
AZN
Astrazeneca PLC

Healthcare
21
+ 0.38%
$81.15 - $89.4 $1.7K - $1.88K
5.6K $500K
ISRG
Intuitive Surgical Inc

Healthcare
33
+ 6.36%
$429.59 - $576.2 $14.2K - $19K
552 $301K
XLP
Consumer Staples Sector Spdr

ETFs
825
+ 14.87%
N/A
6.37K $484K
XLF
Financial Sector Spdr

ETFs
1.33K
+ 20.84%
$51.76 - $53.77 $68.8K - $71.5K
7.71K $404K
DFAX
Dimensional ETF Tr
1.02K
+ 2.4%
$30.71 - $32.34 $31.4K - $33.1K
43.6K $1.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
463
+ 11.17%
$118.29 - $126.28 $54.8K - $58.5K
4.61K $557K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
654
+ 6.55%
$57.9 - $61.26 $37.9K - $40.1K
10.6K $638K
IAU
Ishares Gold Trust

ETFs
229
+ 3.41%
$72.65 - $82.5 $16.6K - $18.9K
6.94K $534K
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 6.19%
$656.2 - $690.71 $38.1K - $40.1K
995 $671K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
210
+ 5.76%
$168.39 - $174.07 $35.4K - $36.6K
3.86K $663K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
390
+ 9.82%
$72.17 - $75.74 $28.1K - $29.5K
4.36K $326K
VTI
Vanguard Total Stock Market Et

ETFs
38
+ 0.3%
$321.8 - $337.95 $12.2K - $12.8K
12.8K $4.21M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
339
+ 19.81%
$128.96 - $165.33 $43.7K - $56K
2.05K $264K
OEF
Ishares S&P 100 ETF

ETFs
107
+ 9.3%
N/A
1.26K $334K
PEP
Pepsico Inc

Consumer Defensive
34
+ 1.17%
$138.84 - $153.71 $4.72K - $5.23K
2.93K $433K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
747
+ 7.74%
$44.53 - $47.25 $33.3K - $35.3K
10.4K $473K
EFV
Msci Eafe Value ETF

ETFs
172
+ 2.69%
$66.73 - $70.99 $11.5K - $12.2K
6.58K $461K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
469
+ 5.6%
$45.45 - $48.31 $21.3K - $22.7K
8.85K $419K
Activity Summary
Buys All Purchases 108 New Holdings 23 Increased Positions 85 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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