CSB
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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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return