City State Bank’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

City State 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	$1.08M	Buy	41,965 +200	+0.5%	+$5.19K	0.25%	82
2026 Q1	$1.09M	Hold	41,765	–	–	0.28%	75
2025 Q4	$1.08M	Sell	41,765 -600	-1%	-$15.7K	0.3%	70
2025 Q3	$1.11M	Sell	42,365 -310	-0.7%	-$8.1K	0.32%	64
2025 Q2	$1.11M	Hold	42,675	–	–	0.35%	64
2025 Q1	$1.13M	Hold	42,675	–	–	0.37%	56
2024 Q4	$1.08M	Sell	42,675 -2,876	-6%	-$74K	0.38%	56
2024 Q3	$1.2M	Buy	45,551 +796	+2%	+$20.6K	0.44%	53
2024 Q2	$1.14M	Sell	44,755 -600	-1%	-$15.2K	0.46%	53
2024 Q1	$1.16M	Sell	45,355 -12,225	-21%	-$313K	0.51%	50
2023 Q4	$1.47M	Sell	57,580 -19,220	-25%	-$481K	0.74%	33
2023 Q3	$1.91M	Sell	76,800 -1,400	-2%	-$35.5K	1.05%	23
2023 Q2	$2.02M	Buy	78,200 +700	+0.9%	+$18.3K	1.09%	18
2023 Q1	$2.07M	Buy	77,500 +600	+0.8%	+$15.7K	1.18%	17
2022 Q4	$1.98M	Buy	76,900 +66,550	+643%	+$1.72M	1.22%	14
2022 Q3	$262K	Sell	10,350 -200	-2%	-$5.48K	0.18%	122
2022 Q2	$290K	Hold	10,550	–	–	0.2%	116
2022 Q1	$319K	Buy	10,550 +85	+0.8%	+$2.6K	0.19%	118
2021 Q4	$330K	Buy	+10,465	New	+$329K	0.2%	120

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

City State Bank's SPIP Position: Q2 2026 in Review

City State Bank increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 0.48% in Q2 2026, buying an estimated $5.19K and bringing the position to 41,965 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #82.

City State Bank first reported a position in SPIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q1 2023. 201 funds tracked by Wall St. Rank hold SPIP as of Q2 2026.

City State Bank held 41,965 shares of State Street SPDR Portfolio TIPS ETF worth $1.08M as of Q2 2026.
City State Bank bought 200 State Street SPDR Portfolio TIPS ETF shares in Q2 2026, an estimated $5.19K.
State Street SPDR Portfolio TIPS ETF made up 0.25% of City State Bank's portfolio in Q2 2026, its #82 holding.
City State Bank first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2021 and has held it in 19 quarters since.
City State Bank's State Street SPDR Portfolio TIPS ETF position peaked at $2.07M in Q1 2023.
201 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.