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Spinnaker Investment Group, LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spinnaker Investment Group, LLC on XLU, newest first. How the timeline and the estimate are built.

Spinnaker Investment Group, LLC held 47,512 XLU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,512 shares
    Change vs previous 13F +3,232 shares

    0.3% of the 13F portfolio, value $1,873,873.

    13F-HR 0001911067-26-000005 filed by Spinnaker Investment Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,280 shares
    Change vs previous 13F +8,095 shares

    0.32% of the 13F portfolio, value $2,007,654.

    13F-HR 0001911067-26-000003 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 36,185 shares
    Change vs previous 13F +5,775 shares

    0.34% of the 13F portfolio, value $1,660,530.

    13F-HR 0001911067-26-000002 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 30,410 shares
    Change vs previous 13F +17,278 shares

    0.24% of the 13F portfolio, value $1,298,203.

    13F-HR 0001911067-26-000001 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,132 shares
    Change vs previous 13F +3,402 shares

    0.22% of the 13F portfolio, value $1,145,242.

    13F-HR 0001085146-25-005913 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 9,730 shares
    Change vs previous 13F +4,297 shares

    0.19% of the 13F portfolio, value $794,552.

    13F-HR 0001667731-25-000848 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 5,433 shares
    Change vs previous 13F +499 shares

    0.1% of the 13F portfolio, value $428,392.

    13F-HR 0001667731-25-000486 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,934 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $373,454.

    13F-HR 0001667731-25-000058 filed by Spinnaker Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).