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Disclosery

SPINNAKER TRUST: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPINNAKER TRUST on XLY, newest first. How the timeline and the estimate are built.

SPINNAKER TRUST held 163,677 XLY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,677 shares
    Change vs previous 13F -32,193 shares

    0.93% of the 13F portfolio, value $19,196,077.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 195,870 shares
    Change vs previous 13F -1,286 shares

    1.18% of the 13F portfolio, value $21,345,869.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 197,156 shares
    Change vs previous 13F +95,404 shares

    1.26% of the 13F portfolio, value $23,542,423.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 101,752 shares
    Change vs previous 13F -131 shares

    1.35% of the 13F portfolio, value $24,383,947.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 101,883 shares
    Change vs previous 13F -1,449 shares

    1.33% of the 13F portfolio, value $22,142,163.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 103,332 shares
    Change vs previous 13F -19,830 shares

    1.33% of the 13F portfolio, value $20,403,904.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 123,162 shares
    Change vs previous 13F -303 shares

    1.74% of the 13F portfolio, value $27,631,340.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 123,465 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $24,738,682.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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