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

Cerity Partners’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 Q2	$500K	Hold	40,175	–	–	﹤0.01%	2422
2026 Q1	$624K	Hold	40,175	–	–	﹤0.01%	2151
2025 Q4	$677K	Hold	40,175	–	–	﹤0.01%	1916
2025 Q3	$546K	Hold	40,175	–	–	﹤0.01%	1914
2025 Q2	$471K	Buy	40,175 +175	+0.4%	+$1.78K	﹤0.01%	1898
2025 Q1	$398K	Hold	40,000	–	–	﹤0.01%	1890
2024 Q4	$356K	Buy	+40,000	New	+$392K	﹤0.01%	1947

Other funds holding SPPP

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

CWGL

Cedrus Wealth Group LLC Andover, Minnesota $115M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's SPPP Position: Q2 2026 in Review

Cerity Partners held its Sprott Physical Platinum and Palladium Trust (SPPP) position steady in Q2 2026 at 40,175 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Cerity Partners first reported a position in SPPP in Q4 2024 and has held it in 7 quarters since. The position peaked at $677K in Q4 2025. 76 funds tracked by Wall St. Rank hold SPPP as of Q2 2026.

Cerity Partners held 40,175 shares of Sprott Physical Platinum and Palladium Trust worth $500K as of Q2 2026.
Cerity Partners left its Sprott Physical Platinum and Palladium Trust share count unchanged in Q2 2026.
Sprott Physical Platinum and Palladium Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2422 holding.
Cerity Partners first reported a position in Sprott Physical Platinum and Palladium Trust in Q4 2024 and has held it in 7 quarters since.
Cerity Partners's Sprott Physical Platinum and Palladium Trust position peaked at $677K in Q4 2025.
76 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.