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Spinnaker Investment Group, LLC → SPY

Spinnaker Investment Group, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
4
Latest value
$4.7M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.6M
Q1 2026$2.2M
Q2 2026$4.5M
Q3 2026$4.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.7M6.1K——
Q2 2026$4.5M6.0K——
Q1 2026$2.2M3.4K——
Q4 2025$3.6M5.3K——

Other funds holding SPY

Other Spinnaker Investment Group, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$62.9M
BTCW

WISDOMTREE TR

$62.2M
BTCW

WISDOMTREE TR

$61.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$61.3M
BTCW

WISDOMTREE TR

$55.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.6M
CRDO

DIMENSIONAL ETF TRUST

$52M
CRDO

DIMENSIONAL ETF TRUST

$52M