SAM
SPPP

Synergy Asset Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Synergy Asset 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
2025
Q4 		– Sell
-32,890
Closed -$386K – 299
2025
Q3 		$386K Buy
32,890
+16,445
+100% +$203K 0.01% 210
2025
Q2 		$193K Buy
+16,445
New +$167K 0.02% 182

Other funds holding SPPP

IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $89.8M AUM

Synergy Asset Management's SPPP Position: Q4 2025 in Review

Synergy Asset Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q4 2025, closing a stake of 32,890 shares — an estimated $386K sold.

Synergy Asset Management first reported a position in SPPP in Q2 2025 and held it in 2 quarters. The position peaked at $386K in Q3 2025. 68 funds tracked by Wall St. Rank hold SPPP as of Q4 2025.

  • Synergy Asset Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 32,890 Sprott Physical Platinum and Palladium Trust shares in Q4 2025, an estimated $386K.
  • Synergy Asset Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q2 2025 and held it in 2 quarters.
  • Synergy Asset Management's Sprott Physical Platinum and Palladium Trust position peaked at $386K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.