SWM
SPPP

Spire Wealth Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Spire Wealth Management’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
2021
Q4 		– Sell
-94
Closed -$1K – 2997
2021
Q3 		$1K Buy
+94
New +$1.61K ﹤0.01% 2543

Other funds holding SPPP

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spire Wealth Management's SPPP Position: Q4 2021 in Review

Spire Wealth Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2021, closing a stake of 94 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in SPPP in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 38 funds tracked by Wall St. Rank hold SPPP as of Q4 2021.

  • Spire Wealth Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 94 Sprott Physical Platinum and Palladium Trust shares in Q4 2021, an estimated $1K.
  • Spire Wealth Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q3 2021 and held it in 1 quarter.
  • Spire Wealth Management's Sprott Physical Platinum and Palladium Trust position peaked at $1K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.