Cape Cod Five Cents Savings Bank’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Cape Cod Five Cents Savings Bank’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	+44,608	New	+$1.16M	0.09%	105
2025 Q4	$2.3M	Hold	87,423	–	–	0.21%	86
2025 Q3	$2.3M	Hold	87,423	–	–	0.21%	86
2025 Q2	$2.3M	Hold	87,423	–	–	0.21%	86
2025 Q1	$2.3M	Hold	87,423	–	–	0.21%	86
2024 Q4	$2.3M	Hold	87,423	–	–	0.2%	86
2024 Q3	$2.3M	Sell	87,423 -12,131	-12%	-$313K	0.21%	86
2024 Q2	$2.53M	Sell	99,554 -27,973	-22%	-$708K	0.25%	83
2024 Q1	$3.27M	Sell	127,527 -7,000	-5%	-$179K	0.31%	74
2023 Q4	$3.44M	Sell	134,527 -133,693	-50%	-$3.35M	0.35%	68
2023 Q3	$6.66M	Buy	268,220 +103,823	+63%	+$2.63M	0.36%	68
2023 Q2	$4.25M	Sell	164,397 -12,870	-7%	-$336K	0.45%	59
2023 Q1	$4.73M	Sell	177,267 -26,188	-13%	-$686K	0.52%	53
2022 Q4	$5.24M	Buy	+203,455	New	+$5.25M	0.59%	45

Other funds holding SPIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's SPIP Position: Q2 2026 in Review

Cape Cod Five Cents Savings Bank opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2026: 44,608 shares worth $1.15M. The stake represents 0.09% of the portfolio and ranks #105 among its holdings. This is a return to the name: Cape Cod Five Cents Savings Bank previously reported a position in SPIP as recently as Q4 2025.

Cape Cod Five Cents Savings Bank first reported a position in SPIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.66M in Q3 2023. 200 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

Cape Cod Five Cents Savings Bank held 44,608 shares of State Street SPDR Portfolio TIPS ETF worth $1.15M as of Q2 2026.
State Street SPDR Portfolio TIPS ETF was a new Cape Cod Five Cents Savings Bank position in Q2 2026.
State Street SPDR Portfolio TIPS ETF made up 0.09% of Cape Cod Five Cents Savings Bank's portfolio in Q2 2026, its #105 holding.
Cape Cod Five Cents Savings Bank first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and has held it in 14 quarters since.
Cape Cod Five Cents Savings Bank's State Street SPDR Portfolio TIPS ETF position peaked at $6.66M in Q3 2023.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q2 2026, filed 14 Aug 2026.