Caldwell Trust
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Caldwell Trust’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Caldwell Trust’s Portfolio SPPP Stock Details SPPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22K Hold
1,640
– – ﹤0.01% 594
2026
Q2 		$20.4K Hold
1,640
– – ﹤0.01% 605
2026
Q1 		$25.5K Hold
1,640
– – ﹤0.01% 565
2025
Q4 		$27.6K Hold
1,640
– – ﹤0.01% 544
2025
Q3 		$22.3K Hold
1,640
– – ﹤0.01% 560
2025
Q2 		$19.2K Hold
1,640
– – ﹤0.01% 568
2025
Q1 		$16.3K Hold
1,640
– – ﹤0.01% 582
2024
Q4 		$15K Hold
1,640
– – ﹤0.01% 571
2024
Q3 		$16.4K Hold
1,640
– – ﹤0.01% 573
2024
Q2 		$16.4K Hold
1,640
– – ﹤0.01% 569
2024
Q1 		$15.8K Hold
1,640
– – ﹤0.01% 581
2023
Q4 		$16.5K Hold
1,640
– – ﹤0.01% 564
2023
Q3 		$17.7K Hold
1,640
– – ﹤0.01% 559
2023
Q2 		$17.9K Hold
1,640
– – ﹤0.01% 572
2023
Q1 		$20K Hold
1,640
– – ﹤0.01% 549
2022
Q4 		$22.3K Hold
1,640
– – ﹤0.01% 522
2022
Q3 		$23.5K Hold
1,640
– – ﹤0.01% 517
2022
Q2 		$21.7K Hold
1,640
– – ﹤0.01% 536
2022
Q1 		$26.4K Hold
1,640
– – ﹤0.01% 536
2021
Q4 		$22.9K Hold
1,640
– – ﹤0.01% 545
2021
Q3 		$23.5K Hold
1,640
– – ﹤0.01% 542
2021
Q2 		$30.8K Hold
1,640
– – ﹤0.01% 516
2021
Q1 		$31.1K Hold
1,640
– – ﹤0.01% 495
2020
Q4 		$29.2K Hold
1,640
– – ﹤0.01% 492
2020
Q3 		$26K Hold
1,640
– – ﹤0.01% 500
2020
Q2 		$23.1K Hold
1,640
– – ﹤0.01% 529
2020
Q1 		$25.4K Hold
1,640
– – ﹤0.01% 512
2019
Q4 		$23.6K Buy
+1,640
New +$21.8K ﹤0.01% 566

Other funds holding SPPP

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Fielder Capital Group
Fielder Capital Group Nashville, Tennessee $523M AUM 25.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cedrus Wealth Group LLC
Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Caldwell Trust's SPPP Position: Q3 2026 in Review

Caldwell Trust held its Sprott Physical Platinum and Palladium Trust (SPPP) position steady in Q3 2026 at 1,640 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Caldwell Trust first reported a position in SPPP in Q4 2019 and has held it in 28 quarters since. The position peaked at $31.1K in Q1 2021. 66 funds tracked by Wall St. Rank hold SPPP as of Q3 2026.

  • Caldwell Trust held 1,640 shares of Sprott Physical Platinum and Palladium Trust worth $22K as of Q3 2026.
  • Caldwell Trust left its Sprott Physical Platinum and Palladium Trust share count unchanged in Q3 2026.
  • Sprott Physical Platinum and Palladium Trust made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #594 holding.
  • Caldwell Trust first reported a position in Sprott Physical Platinum and Palladium Trust in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Sprott Physical Platinum and Palladium Trust position peaked at $31.1K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.