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
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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

3AM

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

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

Cape Cod Five Cents Savings Bank's SPIP Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q4 2025 at 87,423 shares worth $2.3M. The position accounts for 0.21% of the portfolio, ranked #86.

Cape Cod Five Cents Savings Bank first reported a position in SPIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.66M in Q3 2023. 212 funds tracked by Wall St. Rank hold SPIP as of Q4 2025.

Cape Cod Five Cents Savings Bank held 87,423 shares of State Street SPDR Portfolio TIPS ETF worth $2.3M as of Q4 2025.
Cape Cod Five Cents Savings Bank left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q4 2025.
State Street SPDR Portfolio TIPS ETF made up 0.21% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #86 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 13 quarters since.
Cape Cod Five Cents Savings Bank's State Street SPDR Portfolio TIPS ETF position peaked at $6.66M in Q3 2023.
212 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.